Sales Management Features
Overview of CRM features | Detailed List of all CRM features
- Record all sales opportunities for your business
- Assign a manager to individual deals
- Assign a salesperson to an opportunity
- Record the status of the sale according to a sales cycle
- Sales cycle steps include:
- Sales lead
- Marketing communication
- Qualification
- Presentation
- Proposal
- Negotiation
- Closed
- Record the history of progress through the sales cycle for each deal
- Track which leads were generated from a particular marketing campaign
- Categorise sales leads (eg: according to product/service type, etc)
- Manage your sales pipeline
- Forecast your sales numbers for each sales period
- See how sales performance compares to last sales period
- Be alerted to sales performance issues
- Manage a team of salespeople and keep track of their opportunities
- Set projected dollar amounts and closing dates for each deal
- Assign a probability of success to each deal
- Record whether an opportunity successfully closed
- Record the amount of each closed, successful sale
- Group opportunities by category, status, salesperson or sales manager
- Report on successful deals from the last 7 days
- Report on successful deals made by your team of salespeople from the last 7 days
- View all sales opportunities with a particular customer
- Assign a note to a sales opportunities
- View all customer correspondence for each sale
