What is Sales Management
Sales management involves the practical implementation of a company's commercial activities.
Optimize your business success by efficiently overseeing sales teams, their compensation, and proposals. Sales Management orchestrates team efforts, capturing crucial data on proposals and estimates.
CRM integration ensures comprehensive tracking of customer engagement across all sales interactions. Leverage reporting and forecasting for a comprehensive understanding of sales funnels and overall company performance.
Contact Prospects and Customers
Communicate with customers through email, phone or SMS and track communications.
Check the performance of sales teams
Keep track of what happens. Look at dashboards or see analytical sales data.
“ The most customizable solution we found replacing our legacy CRM solution we worked with for too long. ”
Ludomil Lakov
Director of Sales | CANTEKManaging a salesforce at your fingertips
Create beautiful proposals and estimates, composed and customized to fit your organization - completely!
Customize your sales to fit your needs
Create beautiful and engaging sales materials
Creating estimates, drafting proposals, and managing the whole flow of your workforce works easy. All functionalities support the quick creation of the needed documentation according to company standards.
Centralized sales management helps for faster sales cycles and ensures consistency throughout the sales process.
- Manage sales materials centrally
- Send proposals and estimates to customers automatically
- Let customers sign via online-signature
Create compelling proposals incl. documentation
Attach necessary and up-to-date documentation
A unique functionality is adding supporting documents for more technical specifications, business presentations, and much more. You can manage all kinds of documentation that can be added via a central hub.
This way, you can create unique proposals that stick out and are always up to date with the latest information about your company, product, service, or more.
- Dynamic offer generation
- Inject supporting materials into the proposal
- Manage documentation for every proposal
Convert proposals to estimates and invoices
Quickly transform proposals and invoice customers
An essential feature for fast conversion of sales prospects is an easy conversion from a proposal to an estimate and, finally, the billable invoice. The system covers sales automation to get from a lead to a paying customer faster.
- Full sales enablement from lead to customer
- Easy conversion from proposals up until invoices
- Fast sales cycle management
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Own your Sales data
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