Role: Sales Operations
You're tasked with implementing a CRM system that everyone will be clamoring to use... and you need to do it yesterday. You have to make sure it will meet multiple goals - great pipeline visibility for managers, ease-of-use for reps, not to mention ease of customization and ability to slice data in multiple ways for you. Does this sound familiar? If so, Salesnet provides a solution that will keep everyone happy.
Salesnet goes beyond lead and contact management, giving managers the capability to view real-time information on opportunities in the pipeline, related sales activities and how this information is changing over time. Furthermore, it's easy to customize Salesnet for your sales process, instead of having to use the pre-packaged process that's already built into most CRM systems. Finally, Salesnet makes your sales reps' jobs easier, by automatically scheduling next steps for each prospect and opportunity - next steps that are based on your company's unique selling process.
Intelligent Pipeline Management
With Salesnet's Intelligent Pipeline Management capability, it's easy to find and create reports and dashboards on pipeline opportunities or related sales activities, and to view how this information is changing over time.
- Salesnet provides you with the ability to slice and dice data however you need to see it, so you can quickly and easily create customized reports or dashboards for all levels of the organization, from the sales person up to the executive team.
- You can also drill down - in real time - to the details of a report, to help you present specific data when management needs the details behind the big picture reports.
Engage Your Way
Salesnet offers an easy-to-use customization tool that configures Salesnet to your unique processes - without having to involve your IT department! And, if you have different processes for different sales teams, such as one process for Account Management and another for outside Sales Representatives, you can set up each of these processes in Salesnet. Salesnet's open architecture also allows you to easily integrate with other business systems, to bring in additional information such as forecast or production data.
- Because you can customize Salesnet to your sales process, your salespeople will be much more likely to use it, as it guides their activities and prioritizes their next steps, leading them to more successful closings.
- With Salesnet's integration capabilities, you can bring in additional sales-related data to give the company a true picture of its business.
KISS: Keep IT Simple with Salesnet
With Salesnet, your salespeople don't have to spend time creating next steps or follow up tasks after they talk with prospects. Because Salesnet is customized to your sales process, once reps enter information about the current call or meeting, Salesnet automatically creates the appropriate follow up task on the correct date for that account. Each day, Salesnet presents each sales rep with a color-coded list of all of her tasks, allowing her to easily plan her day and to carry out all follow up steps on time - keeping deals on track.
Through integration with Outlook, all documents and correspondence are attached to the appropriate prospect, so reps don't have to hunt in multiple locations to track all the activities for an account. Furthermore, Salesnet's document management capabilities allow you to create a library of templates that make it easy for reps to create and send emails, form letters, proposals and other documents with ease.
- With this "KISS" functionality, you'll be able to vault over one of the most challenging hurdles faced by sales operations - CRM adoption - as Salesnet makes your reps' jobs easier. They know it's scheduling the right follow up tasks for the right times, which not only saves them time, but also makes sure important next steps and related details are not overlooked.
- In addition, it improves sales effectiveness. Because Salesnet is customized to your sales process and displays each rep's daily, prioritized tasks based on that process, sales people can manage their days more effectively and spend more time moving opportunities over the goal line.