Offering
Opportunity and Pipeline Management | Opportunities from Leads or existing customers can be created and tracked through a sales process. Opportunities are classified into various stages based on simple selection or pre-configured sales methodologies such as Platforms (Mercuri International’s sales methodology). |
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Account and Contact Management | Information on the Account and Contacts is maintained in the system. This provides a centralised repository of information for Sales users to leverage customers relationships and explore new business opportunities to up-sell or cross-sell |
Activity Management | Customer Interactions and their outcome can be recorded and tagged with related information such as opportunities to maintain a history of interactions. |
Task Management | A collaborative feature which allows for tasks to be fulfilled either by Self or by another executive from the organization. |
Sales Planning | Sales Targets can be setup at multiple levels and Actual sales achieved be tracked against the set targets. |
Effort Management | Setup and manage effort targets to users to maintain optimum levels of traction with the activities needed for customer acquisition, retention and growth. |
Mobile Sales | Field users can use mobile devices such as Blackberry to record and view key information needed on the move. |
Sales Reviews | can be conducted, decisions made, action plans defined and tracked for completion. |
Performance Management | functions are enabled with Sales Metrics and Scorecards. |
Business Intelligence and Analytics | Provide rich visualization using dashboards with charting and multi- dimensional analysis tools. |
Key Benefits
Forecast better by using Opportunity management Tools
Determine the products and regions are causing upward or downward sales trends and make mid-course corrections to achieve the Sales plan
Evolve a uniform language across the Sales Team resulting in greater alignment and forecasting capability
Improved sales efficiency aligned with targeted lead generation, qualified prospecting and the ability to communicate direction clearly to sales teams
Ensure that prospects handled by salespeople leaving the organization is not lost and investments protected as all information on the prospect including Sales activity would be available
Improved Product management with access information originating from Lost sales and Pipeline across territories and customers enable positioning the right products for customers
Sales Dashboards provide analytical tools to reduce time spent in creating reports
Key Performance indicators enable managers to have better control on the overall efficiency of the sales team