Sales automation software
Upcoming SlideShare
Loading in...5
×
 

Like this? Share it with your network

Share

Sales automation software

on

  • 217 views

Sales Automation Software

Sales Automation Software

Statistics

Views

Total Views
217
Views on SlideShare
217
Embed Views
0

Actions

Likes
0
Downloads
15
Comments
0

0 Embeds 0

No embeds

Accessibility

Categories

Upload Details

Uploaded via as Microsoft PowerPoint

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

Sales automation software Presentation Transcript

  • 1. Presenting the idea of Sales Automation Software for SUMAN SALES by
  • 2. before discussing Sales Automation… Evaluating Customer Value • • Personalization is the new trend in hospitality industry Retain and grow with your most valuable customers % of Customers Profit Margin Revenue 15% 70% 45% 25% 20% 35% 60% 10% 20%
  • 3. While developing the Sales Automation System… Our Major focus will be – Cultivating customer relationships and Improving customer satisfaction A roadmap for new opportunities Reducing manual labor on data management Reducing cost of data management Easy to use interface
  • 4. What our Sales Automation Software promises - Put required information directly in the hands of field sales staff. In this way, the sales staff will be updated with the marketing and customer service activities. As information is uniformly shared among employees, they will bear the responsibility to use them while approaching a prospect. It will simultaneously increase productivity of every person associated with the system Information will be synchronized between the client and vendor.
  • 5. Without the Sales Automation Software……. The System looks like this….. SALES MARKETING SERVICE Have Laptops Have a Database information about– what customers bought, what they liked, interested services, operating sectors, etc.. Have a Database information about– customer feedback, complaints, stat us quo, feedback handling, project progress, etc.. Stores lots of customer information – names, tele no., addresses, quotations, emails, etc. Only accessible by Sales individuals Only for marketing individuals Only accessible to service individuals The problem is……the information was never shared, not even among the Field Sales Staff
  • 6. Implementing the Sales Automation System… SALES EMAILS QUOTATIONS SERVICE CONVERSATIONS COMPLAINTS SOLUTIONS SALES CONTACTS MEETING REPORTS SALES LEADS MARKETING PROJECTS CUSTOMER TELEPHONE CONVESATIONS LETTERS BROCHURES TO DO LISTS SALES FORECASTING SERVICE ALL AT ONE PLACE
  • 7. Sales Automation is not just a tool, it’s a Business Strategy
  • 8. Starting with the Sales Process, how the Sales Automation Software will work • Sales Activity Management – Manages a sequence of sales activities along with the predefined sales process Sales Process Prospect First Contact Solutions Defined Check Lead Status Required Follow-up Order Placed Sales Activity Opportunity Lead Allocation/Pro posal
  • 9. Tools for Sales Activity Management Calendars – To plan your next prospect visit, with • • • • • Proposals/presentations/introduction, etc… Product demonstrations/recurring sales call, etc.. Set priority of events and schedule your visits accordingly Set alarms Set next follow-up dates Minutes of Visit – Store the minutes of a prospect call • Preview the last visit information before a follow-up call/visit • Coordinate the customer service team with the stored data • Come up with analytical decisions for your next prospect call
  • 10. Tools for Sales Activity Management (contd..) Region or Territory Sales Activity Tracking – Sales Automation Software will be a tool with business managers or company management to track the sales activity in a certain region. – Analytics will help take decisions on the market trends, capability of own resources, plan next strategic moves or campaigns to create more opportunities. – The tool will track on-going lead development, monitor pipelines and the territory assignments – Will also help in evaluation and optimization of existing and upcoming employees.
  • 11. Tools for Sales Activity Management (contd..) Contact Management • Deals with coordinating data across or within a company’s client and prospects. Keeps record of all the contacts associated with a client or prospect. Lead Management • • • • • Lead history Lead tracking Lead follow-up Coordinate lead history, contacts and updates with field staff Strategizing next follow-ups
  • 12. Tools for Customer Service Activity Management (contd..) Quotation Management • Customize quotation generation as per clients’ requirements • Quotation Tracking • Considering miscellaneous factors while raising quotation Order Management • • • • • Order Status Tracking Order Follow-ups Payment Clearances/Recurring Payment Follow-ups Service Order management Order Statistical Analysis
  • 13. The Sales Automation Software will behave both as a sales activity tracker and a guiding aid for the customer service section too. The software can also be further customized to include the marketing department stats and management decisions; which will itself position the system as one of the best analytical tools for your business.
  • 14. We hope you like the presentation and your queries are answered here. If there are any further queries, you can ask them over email at learnitude@learnitude.co.in or phone at +91-674-6444101 Always here to serve you with our best efforts and looking forward towards a long term relationship.
  • 15. Thank You for Your Time