Know your Pipeline
Sales Pro tracks your pipeline from lead till closure. It allows you to set your stages during the active phase of the opportunity and has two closure stages of Win and Lost. You can ascribe reasons for the lost cases.
You can manage your pipeline by Sales Group which may have multiple products. Your pipeline can be reported by person and team as well. Pipeline reports are comprehensive to let you know the movement and neglect. The pipeline ageing let’s you know the opportunities that need extra attention or archival.
Close Leads Faster
Sales managers can help sales person close leads faster by monitoring their sales effort on the opportunity and its movement. Timely intervention with assisted calls can close hot opportunities faster as Sales Pro gives great visibility to managers.
Manage Your Sales Team
Sales managers may run out of time with one-on-one reporting with their sales team. Sales Pro is online and can be remotely accessed any time to review opportunities and sales activity. Sales Team review can happen on the phone by focussing only on opportunities that need attention and intervention.
Planning calendar helps teams to schedule their meetings and provide visibility to their managers as well.
Reduce your Sales Effort
The daily activity report highlights the effort put on customers and opportunities. Managers can help teams focus effort on hot opportunities and reduce sales effort on doomed opportunities. Experienced managers can spot trends of activity behaviour and mentor sales team to be more productive.
Know your Customers
Sales Pro customer and contact directory is a comprehensive database of all companies and people met by sales persons. This database is centralized and stored online unlike earlier when they were in the individual card file of sales persons and most likely lost when the person moved out.
The dossier in Sales Pro encourages to capture and record in-depth details of customers for explore new opportunities and grow existing business.
The customer overview features gives the customer opportunity, activity and billing history.
Monitor your KPIs
Managing KPIs is a good management practice that results in higher sales at lower effort. Sales Pro has a set of KPIs that can help you manage your team better.
Pipeline, Revenue, Closing Rate, Call Rate, Call Ratio, Ageing, help you keep a close tab on the team performance.
Sales Pro allows you to set targets on monthly or quarterly basis on each of the KPIs.