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Sales CRM

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Improve sales process to increase your sales revenue

  • Capture sales leads from all sources
  • Track sales opportunities
  • Find leads that require follow up
  • Report on sales revenue forecasts and timing
  • Manage sales teams, territories & funnels
  • Single location for all sales data (prevents loss arising from staff movements)
  • Web based; accessible from anywhere at anytime
  • Better understanding on your sales pipeline and sales outcomes; who is your best player? 
  • Set up territories and teams efficiently.
  • Close the loop between Sales and Marketing department
  • Visualise your sales team calendar and workload.

 

Sales Automation

  • Link your website ‘enquiries’ form to LeadMaster CRM using the system leads flow (Lead provider)
  • Real-time updates on your sales pipeline for sales management
  • Unify the data across channels by centralising them within one system
  • Emails and comments are associated with the right leads and opportunities
  • Assign leads and tasks using LeadMaster CRM task management or business rules system automatically
  • Qualify leads in or out rapidly
  • Use our unique Custom Form technology to quickly, easily and on the fly create scripts and custom fields to streamline the sales process.
  • Improve conversion rate and closing opportunities.
  • Easy customer/partner database separation.

Track sales opportunities

  • Gain and leverage a keen understanding of the customer
  • Add comments about the customers and use for marketing campaigns
  • Develop ownership in your team by improving the customer relationship management experience
  • Better identification on your sales pipeline and their sales stages.
  • Establish sales processes internally and externally and automate them
  • Track all activities and interactions between the sales representatives and the accounts. 
  • Follow-up sales activities
  • Synchronise LeadMaster CRM calendar with Outlook® “log and sync” system.
  • Shortcuts and saved search are accessible via the dashboard. Data is updated on the fly.
  • Gain time by using our unique Click Action buttons and an user-friendly system where all actions take a maximum of 3 clicks away. 
  • Review your pipeline effectively by alerting you when duplicates exist. Merge records in 1 click without losing any data.
  • Automate the ‘update records’ function to manage the latest enquiries and ensure that the leads is treated in time.
  • Use LeadMaster CRM workflow automation to create a ‘low touch’ or ‘no touch’ sales process (see also Lead Nurturing)
  • Use the built in eDM platform to manage your email marketing campaigns from right within your Sales CRM – instead of some other external, third party application (see also eMarketing)

Forecasting Sales

  • Track efficiently and in real time your sales pipeline as well as forecast dates for a better understanding of your sales funnel.
  • Measure your pipeline value in 2 clicks
  • Fine tune your sales process by easily adjusting forecast dates
  • Increase accuracy of your revenue projections
  • Define a better sales process vs. win/loss by identifying the reasons
  • Easily and quickly data mine your sales data into a format  that you can easily understand. 
  • Workflow Automation System
  • Use our unique “Point n Click” Work Flow Automation to improve your team productivity by automating most of your recurrent tasks thereby saving valuable sales staff time
  • Automatically create and assign task and/or activities by using the workflow automation. Define your own triggers as well as the resulting actions.
  • Distribute leads within the system to your sales representatives, agents. (See also Lead-Xpress)
  • Use our unique Ticker Tape Message feature to alert other users of wins, losses and other updates within the system
  • Use the Lead Nurturing Track to create a series of actions over time to deliver key emails and other actions without human involvement. Customise the content of the email messages to suit the prospect and the situation.

Better understanding of your sales

  • Measure success on metrics that matter to your business
  • Create a 360% view of the customer
  • View and analyse the key performance indicators of your sales force.
  • View and analyse in 1 click the value of your pipeline via report wizard. 
  • Improve and speed-up your decision process 
  • Develop define scenario vs. your current methodology
  • Measure your failures and your success
  • Better and deeper insight into your customer relationships