Pulse Business Software’s Sales Module enables you to manage the complete sales life-cycle from prospect to deal-closure.
The Sales Module is optimised for business-to-business environments, where more than one individual has an influence on a deal i.e. multiple influencers and decision makers who might affect the outcome of the sale.
The back-bone of the Sales Module is the pipeline or funnel, which consists of sales stages. These are typically, Lead, Qualified Lead, Meeting Held, Proposal Give, and finally, Deal Won. However, each business is unique, and the Sales Module can be set to meet your own sales process and stages.
Every Sales Manager or Sales Director knows the pain of Forecasting. With the Pulse Sales Module, every opportunity must go through the pipe-line, and must meet certain conditions for it to proceed from one stage to the next. When a quote or proposal is created, it automatically goes into the sales Forecast. This means you can track every opportunity and you quickly get a good indication of the likelihood of each opportunity resulting in a sale. This will provide the business with an accurate real time forecast without the pain of spreadsheets and the sales persons own interpretation of the deal.
The Sales Module allows quotes and proposals to be produced within the system, simplifying and allowing the sales team to produce their own quotes, based on set prices and discounts associated to each client or product set, again reducing administration costs and the possibility of errors. Quotes and proposals mail merge into your own templates and can be emailed in a predetermined format such as a pdf.
The philosophy behind all Pulse Business Software Modules is accountability, and this extends to the Sales Module. Each opportunity is assigned to a team-member. The sales-team can be incentivised in terms of Key Performance Indicators based on their sales success.
Real-time reporting enables you to identify fast-moving opportunities as they happen, so that you can engage with the sales-team to ensure success. When an opportunity spends too long in a stage, it is marked as ‘stagnating’. This enables you to clear your pipeline of ‘noise’, and help prevent over-optimistic sales-people from muddying the water.
Complex opportunities can be analysed in terms of the actual individuals who have an influence on the buying decision. For high-value sales, this is worth-while, because it helps you identify whether you are engaging the right people in the prospective client organization. The proven sales-methodology built into the system can also alert you when the sales-effort is not addressing a key constituency in the client.
Opportunities can automatically be raised from the eMarketing module, as well as from external sources, such as your website or trading partners’ systems. When an opportunity is won, a service request or project can be launched in Pulse to ensure that the customer’s requirement is fulfilled.
With the Pulse Business Software’s web-based philosophy, this solution is ideal for your mobile work-force and sales team, allowing access via any browser enabled PC, eliminating the excuses and maximising the effectiveness of the sales machine. As a manager, you can use the Pulse Sales Module to improve your sales effectiveness, review and improve the performance of your team through better process management, incentivisation, and better forecasting.
Contact Pulse Business Software now for a demonstration of how our Sales Module can change your company’s sales success.
