Goals can be set for your salespeople, these goals are measurable and salespeople need to meet them, goals can be defined as required, as well as goals linked to a single product or vendor product or product group content, or tagging content or any combination of them, all of this in a set amount of time.
You can also measure and compare goals between salespeople with each other.
You can measure the salesman’s work with each other.
The time of your sales team is incredibly important, we suggest you manage the sales team meetings with your customers. With this feature, you can cover the work areas and the client list and not forget or ignore a customer into the hands of the competitors. That way, you can use your salesperson’s efforts to be more productive while making the most of his time. It is also possible to measure the results of each meeting with invitations or invoices created for this activity.
Work in parallel
Your sales rep can share his or her attention with more than one customer, while he is writing an order to one customer, he can add and handle another customer who is calling at the time to request an order status or place a new fast order, all without leaving the customer first. It can switch between customers with a click. This capability can be realized with several customers at the same time.
While building a new customer order, the salesperson can work with the product list based on the customer’s catalog and prices, or it can navigate your entire product list. It can even offer new products that are not yet open in your system directly from your vendor catalogs. This ability allows the salesperson to see the customer’s price list or the entire supply for sale in one place, with the ability to browse between them.
For a salesperson, there is a dedicated list of all products in the system, this list comes with quick built-in search capabilities in the body of the list and joins the other system capabilities. That way, he will be able to see an inventory of products and move between their item families based on their item names or catalog number.
Your sales representative is always equipped with important information about the customer’s previous purchases, using records, numbers or graphs, where quantities, prices, and dates can be found. And even reach every document and action the customer has done so that the customer’s ability to buy more at this time can be measured, all in real-time. The salesperson can use the information of other customers to compare them with the ability of the particular customer.
The sales representative can communicate with their customers through our chat tools or via email from within the system. It is possible to send product data to the customer, including photos directly to his mail, or documents such as order invoices or offers. The salesperson and customer can communicate based on information in the system up to a line level in the order document by exchanging messages.
If there is an interface to your ERP system, we can show your sales rep, the customer invoice list and let him know about payment arrears, upcoming payment date, delivery problems and more, the content of orders, and the relationship between orders and invoices.
When a salesperson works on customer orders, every order if not completed will be saved in draft mode, this is true even if your sales representative switches to another customer while working on a customer, or stops working on a customer for a while, or even if their communications are clouded Temporarily.
Your sales rep can browse his customer’s previous shopping list and check for content and item data, prices, product mix, special offers, discounts and more.
Information is available up to the document level or row levels of a single document.