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Tracking Sales Activities2019-10-15T14:39:55+01:00

TRACKING SALES ACTIVITIES

Sales has become highly complex and multifaceted. It encompasses myriad touchpoints, and for many organizations it involves multiple stakeholders, across widely disparate locations, all over the course of months, even years.

Workbooks CRM can help answer questions such as:

  • Are my sales team up-to-date with their activities? Do they have enough to follow-up on?

  • Is there enough resource within the team?

  • How many meetings, calls and activities have been carried out by salesperson?

  • Do we have any opportunities that do not have a next step action against them?

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CRM to Track Sales Activities

Given the complexity of sales today, it’s easy for balls to get dropped. Someone can miss a high value prospect opening an email. Someone else can forget to call when they said they would. The London office can forget to tell the San Francisco office about a new development. A new salesperson can join and not be properly briefed on the background with a customer.

This is obviously a problem in terms of missed sales and lost revenues. But perhaps a greater issue is the damage it does to a relationship and reputation. Customers feel under-valued or neglected. They tell others.

CRM from Workbooks allows you to track all of your sales activities so nothing is dropped. At any time you can log in and see the current status of all activities, and who needs to take the next action. It means that all opportunities are progressed effectively and no calls are overlooked.

Then there is timing. It’s the crucial element for salespeople. Get it right and the customer sees you as the perfect solution. Get it wrong and you’re just a nuisance. CRM from Workbooks prompts you to act at exactly the right moment.

Finally, for team leaders, CRM from Workbooks provides an overview of activity across the team. It shows you who is performing and who needs help. It allows you to allocate resources so no one is under-used or over-worked. It makes it clear when you need to bring in more resource. You have full visibility of activity level across the team and better understand your KPIs.

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CRM SALES FEATURES

ACCOUNT & CONTACT MANAGEMENT

OPPORTUNITY MANAGEMENT

AUTOMATED WORKFLOWS

FORECAST ACCURATELY

SALES PERFORMANCE METRICS

ACCOUNT MANAGEMENT

SUBSCRIPTIONS & RENEWALS

QUOTATIONS

ORDER CREATION & PROCESSING

MOBILE

MAPPING

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