sales management software
It is great when you join up a process and see seamless integration in software solutions to really support you across the whole process.
We use our own intranet software to deal with website leads and sales management of opportunities that result from them. Whereas previously we used Process Manager to manage the leads and Sales Manager to manage opportunities once meaningful interactions had occurred and an account manager needed to be involved - we had no clean implementation to produce a truly integrated approach. Recently two developments have really boosted our sales efficiency :
• We started to use Process Manager SLAs to act as auto responders, which meant people who had shown interest in our software were sent personal emails and useful data sheets via 3 emails
• If an interaction takes place we developed a Process Manager Plug-in to provide a one click process to generate a CRM company, contact and opportunity record in Sales Manager.
The net result has been a very significant increase in discussions with potential customers, and a really efficient enquiry handling process for our own business.