ACHIEVE MORE FASTER WITH SMARTER LEAD MANAGEMENT
- Sales pipeline monitoring matters: No debate about that one - but does that need to be a tedious administrative process?
STAGE THE PATH TO DEAL CLOSURE
- Define stages or milestones in context of your business
- Build one language across your team
- Tag data and activity to the stage
OBJECTIVE DATA AND SUBJECTIVE NARRATIVE
- Manage the two sides of the opportunity in parallel
- Log the lead with quantitative info in a module that tracks and collates records to build the sales pipeline
- Log the activities on the path to deal closure of the lead by setting up an opportunity profiler - profile opportunities based on a defined criteria to optimize efforts
LEVERAGE MASTER AND PROFILERS FOR CONTEXT
- Derive data from current item masters to log leads
- Relate leads to parties in customers profiler
- One team, one network, one platform enables many possibilities to leverage common data sources
- Maintain larger context for data hygiene and field force efficiency
LOG LEADS WITH OR WITHOUT LINE LEVEL DETAILS
- Options are needed to log leads depending on the stage of clarity at that point in time
- Although one may prefer SKU level details to plan inventory better, broader information is still useful when the details are still not predictable
SEAMLESSLY CONVERT LEADS AND QUOTES INTO ORDERS
- Once logged at an SKU level, leads and quotes can simply be used to process orders
- Elimination of effort duplication
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Building Partner Network -
FOOTNOTE