I previously posted on the use of Process Manager to automate sales lead follow ups as part of a sales management process.
Recently we have improved the sales manager product with an innovative use of a tag cloud to indicate the staff in our own company who have the closest relationship with a customer contact, for various types of information.
Tag cloud in CRM
The TAG cloud is built automatically by the sales manager software as staff contribute information to the customizable tabs of meta data. Instantly the TAG cloud shows who has provided the most information – and by clicking on the persons name the software filters all the tabs to only show information from that contact.
Of course the software also provides a one click link to contact information on the member of staff concerned, to ask any questions and clarify any information that might help in the sales process.
For companies with multiple people in touch with client accounts through a long sales process and ongoing into the customer relationship, this is an innovative and intuitive way to capture that information.
Home, Prod-Sales
crm, sales management software, Tag Cloud
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.
Prod-Sales
integration, intranet software, processes
Recently we have just completed a web-based job processing application based on Claromentis Sales Manager. For us this is one of the prime examples how a CRM application such as Sales Manager can be tailored to suit specific requirements.
The application is designed for Total Support Group – one of UK ‘s largest service provider specialising in satellite/terrestrial antenna installation, helping them managing and sorting jobs which has to be distributed through 6 regional support offices through post-code recognitions.
Built-in Claromentis strong permission system allows each regional office to view only the jobs relevant to their region while the head office can monitor them all in real time.
Next time when you buy a digital set-top boxes for your television and having an engineer to install it, it might be one of the many jobs managed by Claromentis. A small contribution to get UK goes digital by 2012.
Prod-Sales
Case Study, crm, Prod-Intranet, software
