Efficient sales, increased revenues
Optimise your sales performance
CRM.COM Software increases the productivity of sales and marketing teams, and provides management with efficient tools for controlling sales processes and performance.
Functionality Overview
- Sales & Marketing Planning - Increase your chances of successfully closing sales deals through detailed planning of sales methodology in all its phases. Define marketing goals and activities. » Learn more
- Quotation & Order Management - Easily create web-based quotations and track different quotation versions. Convert quotations to orders, passing them to the back office for further processing. » Learn more
- Product Configurator - Quickly create and manage product sets, specifically tailored to customers requirements. Enables custom product configuration and pricing during quotation or customer Self Service.
- Sales Contracts - Easily create and track contracts with personalised sales terms matching your customers' needs.
- Telesales - Define product and services promotions, and set them up for telesales.
- Territory Management - Define sales territories based on any criteria, such as geography, customer types, product types etc. Define sales goals and monitor performance for each territory.
- Sales Analysis - Monitor and control performance across all sales channels » Learn more
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Sales and Marketing Planning
Optimise the efficiency of account management procedures and set up your marketing strategy:
- Plan and control marketing & sales budgets for customers, products, markets and territories.
- Plan marketing activities.
- Define and allocate quotas for customers, products, markets and territories.
- Implement portfolio analysis.
- Assign individual sales representatives or teams to opportunities and activies.
- Record any customer personnel or third parties involved in a sales project.
- Track the influence of customer employees or third parties in the decision-making process.
- Flexibly handle various models to support different sales rocesses.
- Apply best practice via pre-defined templates.
- Define multiple sales phases per model.
- Define various (mandatory or optional) activities per sales phase.
- Define sub-goals per sales phase.
- Link deliverables to sales phases and activities.
- Define associations between sales phases and activities. Link completion of a phase to the successful completion of related activities.
- Link sales projects to campaigns, sales opportunities, customer service requests and interactions.
- Collect information for effective sales monitoring and forecasting.
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Quotation and Order Management
Quickly create quotations and place orders for products, services or service level agreements (SLA):
- Manage quotation versioning with multiple new versions.
- Convert quotations to orders.
- Create or modify customer addresses from within quotations.
- Monitor the customer's product preferences from within quotations.
- Define pricing for products and services (price lists, discount, mark-up).
- Check the selling price against the costing price, and review profit margins.
- Use different methods of calculating end price.
- Choose among different methods of payment.
- Monitor prices and stock availability via integration with 3rd party systems.
- Monitor order status and delivered quantities via integration with 3rd party systems.
- Specify the estimated delivery time for products and services.
- Define and check approvals.
- Print, fax or e-mail quotations.
- Define different quotation types as well as resources for each of these types to support different types of sales (products, services etc.).
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Sales Analysis
Monitor your sales performance at all times through:
- A complete range of sales reports (including competitor analysis)
- Pipeline analysis
- Sales analysis per territory
- Sales analysis per sales channel
- Portfolio analysis per customer, product, market, territory
- Drill down reporting
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