The sales management system can reasonably analyze the sales process, provide forward-looking sales plans, and reduce the workload of sales staff. It plays an important role in improving sales performance, improving customer management, customer conversion rate, and satisfaction. The core functions of the sales management system and how to choose?
1. Sales forecast
The sales management system plays a key role in setting goals and following up sales progress. Combined with the amount of business opportunities, sales volume, conversion rate, and the sales stage of customers in the sales pipeline, it predicts sales revenue and assigns indicators for the sales team. The system can automatically complete sales forecast tasks, visually display sales progress and performance achievement.
2. Sales performance management
For sales, a clear understanding of the company's current sales performance and future sales potential will help salespeople cope with changing market environments and industry competition. Managers can use the sales management system to integrate the work of the sales team, conveniently generate monthly and quarterly reports, and supervise and manage the sales team.
3. Sales process management
The sales management system can combine the sales strategy of the enterprise to build a standardized sales process and formulate a unified success roadmap for the company. The daily work of the sales staff is presented in the CRM sales management system, and they work in accordance with the correct customer follow-up process, making customer development more efficient.
4. Sales automation
The process of nurturing leads is often not accomplished overnight. In order to build customer trust, it is usually necessary to regularly send marketing campaign emails, send holiday blessing text messages, and send order renewal reminders. The sales management system can automatically execute repetitive system operations, saving the time and energy of sales staff, and investing in the customer development process to promote the achievement of performance.
In short, these four elements are the essential core functions of the sales management system, and they are also the priority points in the selection process.