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Sales Management
Increase the effectiveness of your sales team by streamlining and standardizing the complex processes involved in selling your products and services, using the power of SalesPage CRM.
Manage Opportunities
Track the source of every opportunity and automatically assign newly created opportunities based on product, territories or established business rules. Monitor the progress of opportunities from inception through close, gauging performance every step of the way. Trigger new activities upon completion of prior stages and systematically guide the process to facilitate more accurate forecasting and funnel management.
Optimize the Sales Process
Apply best practices via sales processes optimized for the type of product or service, estimated dollar volume, industry, the experience level of the salesperson or other factors.
Utilize Forecasting and Funnel Analysis
Accurately predict revenue to be derived from specific products, territories, divisions or other entities by accessing comprehensive reports or a graphic representation of the opportunity funnel. Analyze sales and opportunity data across time to evaluate progress toward established goals, to forecast likely future production or product demand and to assess the effectiveness of individual sales methods.
Generate Quotes and Proposals
Automatically generate accurate, standardized quotes and proposals based on information captured during the sales process. Automatically transfer the details of a quote or a proposal into a standard contract template upon acceptance.
Manage Territories
Define and maintain complex territories to support the flow and assignment of opportunities, support issues, service requests and other items to the appropriate personnel within your organization. Establish territories based on geography and other relevant data such as industry, product line or company size. Retain historical versions of territory definitions; propose new definitions; assess the impact of potential realignments prior to implementation.
Analyze Sales Data
Accurately predict revenue to be derived from specific products, territories or other entities. Analyze sales and opportunity data across time to evaluate progress toward established goals or to forecast likely future production or product demand. Assess the effectiveness of individual sales methods based on win/loss analysis to highlight methods requiring modification.
CRM: Marketing Automation
CRM: Customer Service
