Sales activities
Sales is an extremely important part of business, because successful sales management ensures good turnover of products and services and total business profit. Sales planning includes developing a strategy, setting sales targets, managing demand and preparing a sales plan. This tool combines, and provides insight into, all of the essential components of sales activities in one place.
Sales Activities Management
The subsystem of sales activities includes managing pre-sales activities, obtaining qualified proposed sales opportunities from marketing, and creating and monitoring sales opportunities. Tracking sales activities through the steps of how negotiations are progressing provides insight into easier management, planning, and closing
Sales Pipeline
Apart from the basic elements, this tool also displays a sales pipeline. This is a detailed record of all sales activities that have been concluded, are currently underway, or are planned to be done. In creating or reviewing sales tasks, everything is very effective. Managing this aspect of your business is additionally simplified with an interactive structured collaboration and kanban sales view (drag-and-drop functionality).