 -
The administrator sets up the company sale process from within the MyPreferences tab. The Steps and Actions need to be added to the system in order to build the process. Business processes that are used internally within the organization are transfered over to the steps and actions. This allows the CRM users to build customer history and forecast sales. When steps are created in the system, the actions are then assigned to the steps. Actions are also assigned specific percentages to forecast the chances of the contact converting over to sold. As the steps and actions associated to the contact are assigned, the customer history begins to grow and the chances of the contact becoming a client or being sold increases.
- 3D Graphs display the status of each lead in the sales cycle and the over all performance of each employee. This Pipeline management report says how many leads each sales person has in each step of the sales process and the conversion rate of leads to sales. Managers can see how many deals each sales person has in the pipeline, which phase of the sales cycle each lead is in and what the probably is of closing each sale.
|
|
