Sales Management (SM)
A complete Sales management integration into your ERP. Manage Proposals and Estimates. Forecast sales funnels and compensate your sales force - all integrated with our leading CRM.
What is Sales Management
Sales management is the practical application of a companies commercial activities
Managing a sales team, their compensation, and their proposals is a critical business task. Sales Management coordinates the sales team and gathers information about proposals and estimates. Integration to a CRM helps track customer engagement and interaction from every salesperson.
Reporting and forecasting also help get a better overview of the sales funnels and the overall company performance.
Create Proposals and EstimatesThe easiest tool to create, manage and modify perfectly looking proposals and estimates
Communicate with Leads and CustomersCommunicate with customers through email, phone or SMS and track communications.
Check the performance of sales teamsKeep track of what happens. Look at dashboards or see analytical sales data.
Managing 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
The Sales Management toolset leading companies trust
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We are not SaaS - You own your data!
You have your own decoupled pods with all your data. You decide who can access sales-related data. You own your data - always!
Trusted solution built with the strict European standards in mind. SIX is built for leading global companies.
Be on the safe side when it comes to customer data compliance. Our GDPR module makes it possible to manage all data without any hassles safely.
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