Why should we use CRM?

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Slide shows the importance of CRM and how can we do create a great Sales Engineering Process. These features are very basic. Do check and share.

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Software@Work
2. Optimize Sales Process, Prevent Deal Leakage
We can create a very tight loop of lead to sales follow up.
We can set a qualification criteria for Lead and Opportunity
Converted Leads by MonthLead by Status Lead Conversion % Top Sales Reps
My Open Leads
Duplicate Leads
Working Leads
Established
Leads
Qualified Leads
Open
Opportunities
Presentation
Proposal
Negotiation
Conversion
Deal Won

Software@Work
3. Track Activities
Proper track of Activities indirectly increases Sales.
We can track our activities, team’s activities and overall organization-wise
activities through CRM.
Inside Sales BDE Sales Managers VP/CEO/Stakeholders
My Calls
My Follow Ups
My Reminders
My Calendars
My Leads
My Calls
My Follow Ups
My Reminders
My Calendars
My Open Opportunities
My & Team Calls
My & Teams Follow Ups
My & Teams Reminders
My Calendars & Meetings
My & Team Open Opportunities
Sales Manager Activities
Sales Managers Meeting
Company Activities

Software@Work
4. Reports & Dashboards
Stakeholders, Managers and Executive always need a quick report.
We can set Dashboards and Reports for everyone in CRM
Closed Activities by MonthOpen Activities Meetings Held Most Open Activities-Rep Wise
Top Search Terms Leads by SourceCampaign ROI Lead Quality
Month-to-Date Trending Closed Business by Month Top Sales RepsTop 10 Deals
Converted Leads by MonthLead by Status Lead Conversion % Top Sales Reps

Software@Work
Ready to speed up your Sales?
Contact me now

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Why should we use CRM?

1. Why should we use CRM? Software@Work

2. Software@Work Plan and execute marketing campaigns that generate demand for your product or service. Capture those leads through a variety of channels including your Web site. 1. Generate More Leads Top Search Terms Leads by SourceCampaign ROI Lead Quality • Set up auto-response emails -”Thank you for your interest” -Your trial information -Event details • Set up lead assignment rules -Geography -Company size -Product of interest Digital Marketing Email Responses Website Inbound Outbound calls Legacy List Exhibitions Tradeshow Lead Capture

3. Software@Work 2. Optimize Sales Process, Prevent Deal Leakage We can create a very tight loop of lead to sales follow up. We can set a qualification criteria for Lead and Opportunity Converted Leads by MonthLead by Status Lead Conversion % Top Sales Reps My Open Leads Duplicate Leads Working Leads Established Leads Qualified Leads Open Opportunities Presentation Proposal Negotiation Conversion Deal Won

4. Software@Work 3. Track Activities Proper track of Activities indirectly increases Sales. We can track our activities, team’s activities and overall organization-wise activities through CRM. Inside Sales BDE Sales Managers VP/CEO/Stakeholders My Calls My Follow Ups My Reminders My Calendars My Leads My Calls My Follow Ups My Reminders My Calendars My Open Opportunities My & Team Calls My & Teams Follow Ups My & Teams Reminders My Calendars & Meetings My & Team Open Opportunities Sales Manager Activities Sales Managers Meeting Company Activities

5. Software@Work 4. Reports & Dashboards Stakeholders, Managers and Executive always need a quick report. We can set Dashboards and Reports for everyone in CRM Closed Activities by MonthOpen Activities Meetings Held Most Open Activities-Rep Wise Top Search Terms Leads by SourceCampaign ROI Lead Quality Month-to-Date Trending Closed Business by Month Top Sales RepsTop 10 Deals Converted Leads by MonthLead by Status Lead Conversion % Top Sales Reps

6. Software@Work Ready to speed up your Sales? Contact me now

Why should we use CRM?

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