The technological advances that have been made, just in the last several years, have ushered in a new way of doing just about everything. Any sales representative that has a smart phone should be able to tap into the sales information locked up in the computer system at the office. This is so that everything that can be documented about sales calls and customer’s contract info as well as products or services they are interested in can be made available at a moment’s notice. That is what sales force automation, combined with the appropriate CRM software, can do for the sales department.
The sales manager does not need to ask that salesperson what is going on in the field, either. They can look up exactly what is happening in real time, update sales projections, plan for increased demand and know what that representative is scheduled to do after stopping off for lunch. That is the beauty of having all of the integrated systems actually being able to integrate together so that all information storage areas are scalable, manageable and accessible by all parties.
Customer Relationship Management software tracks all information about how the company is dealing with the customer. Sales force software is tracking everything that has to do with the actual sales going on. By combining the two systems, a complete picture of how the company is doing based on what the customer is doing can be seen by all.
The sales force needs to have vital information at their fingertips at all times. The sales manager needs to know what the salespeople know at the same time. By having a program that will bridge between the two, sometimes, different approaches to the effort, the entire team can get a better look at the big picture. A sales management tool such as the one being discussed will benefit both teams by having the following characteristics:
Add value to the finished quote given by being just a little faster in happening. The quality of this quote, because of the additional information being prepared in a more timely method, will be increased as well.
Poorly or inaccurately presented quotes can be all but eliminated because of the quality of the information that can verified instantaneously.
The information about all customers, potential customers and leads can be accessed by anyone, with the need to know, by a secure log-on from any internet connection. The sales management system can be powerful enough that no other program needs to be involved thus saving money by not having to purchase additional programs for other, closely associated, applications.
The CRM software, as a stand alone system, will make the task of managing the customer’s information easy enough. All of the tracking, pricing, sales territories and other elements involved in the client’s follow up and retention can be manipulated with this program. It has stood the test of time as it has been one of the best tools for this important set of tasks. Matching it with a sales force automation system will have the sales personnel breaking new highs in their sales quotas and customer satisfaction.
