Sales Management with Systemize!
With the Sales Management module, you can:
- Create and track sales forecasts and budgets
- Integration with the Order Processing module allows customized performance analysis
- Record sales Visit Reports
- Handle Bulk-Email campaigns by importing click and bounce-back data directly into Systemize!
Budgets
Budgets can be set up for each member of your sales force, or by group, on a sales part by part basis. Your sales team can collaborate to create sales targets.
Budgets can be linked to particular order lines, allowing performance to be monitored and analyzed using the DataBuilder.
Forecasts
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Leads are maintained by probability, for clear visibility of sales opportunities, giving visibility to your sales team and management exposure of how budgets will be met each period.
Forecasts can be updated with the click of a button from quotes, making it easy to keep forecasts up-to-date and meaningful.
Visit Reports
Sales visits to customers can be recorded with detailed notes, file attachments, and contact associations, allowing them to appear in contact histories.
Thanks to the power of Systemize!'s web-driven data platform, sales personnel can enter visit reports while on-the-road from the confort of their hotel, and the information is available live in real-time.