The Leads function hooks directly into your website through your “Contact Us” page or other customized page used to attract your clients. This allows your team to react instantly to prospects and use the same tools to move this contact through sales, support or accounts quickly and efficiently as appropriate.
Qualification of Leads and Opportunities is also paramount to knowing what is valuable and where to focus sales efforts and the customizable scoring system provides a solid framework for assessing them alongside each other effortlessly as well as providing a useful tool for knowing which Opportunities are strong or weak.
Tracking the key Opportunities through your sales process offers a host of automation around probability scoring, factored values, revenue forecasting and products and services, all without intervention of the sales person keeping them focused on the selling while TrackerRMS handles the reporting and intelligence.
Obtain leads directly from your own website by linking pages such as “Contact Us” directly into your Leads list. Leads can be directed to the relevant department based on information captured on the website.
Understand what your customers are buying and not buying in order to create cross-sell and up-sell opportunities that growth your existing client footprint.
Ensure that your sales teams remain focused on the right Leads by qualifying them using our customisable “MANDACT” scoring tools.
Creating a new Opportunity from a developing Lead is either a one-click process or completely automatic based on the qualification score. All information collected for the Lead is transferred over to the Opportunity where it can be tracked through your sales process.
Whatever your business and whatever your chosen sales cycle is, TrackerRMS can be customised to fit with your own process ensuring that it fits with your established ways of working.
Better understand the likely contribution of your pipeline opportunities at each stage of the sales process by defining probability percentages that will automatically calculate factored values alongside contract values.
Through the revenue profiling facility set against the Products and Services you sell, TrackerRMS can automatically profile revenue over the terms of the contract giving key intelligence on the contribution in the current month, quarter or financial year instantly.
If your business runs a bidding process then TrackerRMS can help you control the characteristics of the bid, bid approval and define a winning strategy. The Proposal Builder allows you to turn this strategy into a winning proposal built from pre-edited content.
The Solutions or types of work conducted by your business can be completely customised including average length of contract, the pricing terms, contract dates and optional automatic timesheet entry.
All activities can be tracked at the Opportunity level allowing business to analyse the softer cost of sale elements such as number of calls, appointments and communications required to secure new business.
Whether bidding or delivering, resources from within the business or externally can be assigned to the Opportunity where activities and tasks can be allocated and tracked to ensure an efficient sales process.
All of your Products and Services and internal rate cards can be stored and managed within TrackerRMS and adding these to your opportunities is both simple and drives important intelligence into what your customers are buying.
TrackerRMS can support any currency in the world and Opportunities can be assigned to a specific currency. Each currency can have multiple exchange rates assigned over time allowing you to track accurate contract values at the point of sale.
