Sales Force Automation and solid Opportunity Management is essential when effectively selling products or services within a sales lifecycle involving lead generation, sales calls, webinars, appointments, quotes and proposals etc. TrackerRMS allows you to see how these leads and opportunities are progressing at any time in the lifecycle, either by person, by department, by territory or even by work type.
The sales functionality within TrackerRMS underpins our core Customer Relationship Management module giving the sales team a solid set of tools to manage Leads through successful Opportunities.
Through workflow and automation of common aspects of Opportunity Management, your sales teams can focus more on clients leave the rest on TrackerRMS
Sales Force Automation and solid Opportunity Management is essential when effectively selling products or services within a sales lifecycle involving lead generation, sales calls, webinars, appointments, quotes and proposals etc. TrackerRMS allows you to see how these leads and opportunities are progressing at any time in the lifecycle, either by person, by department, by territory or by work type.
The sales lifecycle is fully customisable to fit with your own processes and can be defined to ensure consistent interpretation. Factored values are automatically managed based on custom probability ratings set within each part of the process ensuring coherent representation as to where your opportunities are and their contribution to your pipeline.
Workflow underpins the sales process to take the maintenance overhead out of selling. Being fully customisable, TrackerRMS allows your teams to focus on the core elements of a deal as well as manage the client relationship. Management can monitor customisable Key Performance Indicator (KPI) information such as individual/team achievement against target and overall revenue forecasting
Obtaining an accurate sales and revenue forecast from your sales team can sometimes be a challenge as well as a distraction from their main task – selling! In TrackerRMS, the core Products and Services in your business can be logged and tracked through each and every opportunity, providing instant revenue and sales forecasting capabilities. The system also provides snap-shots of information relevant to Account or Opportunity records requiring NO intervention from the sales team.
