Sales Opportunity Management Software Applications.

Sales Dashboard

When logging onto the sales software, each user sees a personalized dashboard landing page that helps them to plan their workload efficiently. Here, individual users' tasks and opportunities are displayed in an easy-to-read format over a date range defined by them - for example, over a one-month period or for the next quarter.

To ensure that opportunities move along the sales cycle, proactive activity scheduling is a critical. Within the Claromentis sales manager application, specific opportunity teams with defined roles can be assigned to each opportunity. Key tasks can then be assigned to individual team members to ensure that each opportunity is managed effectively.

Productive sale staff rely on their Claromentis dashboard to ensure that no opportunities slip through the net, and that follow ups are efficiently managed and allocated.

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Companies and contacts

A fundamental data set in sales management software is the companies that sales staff are, or have been, engaged with. sales manager allows you to configure the data you store about companies. Powerful functionality allows for company structure – with both parent and child offices and linked companies allowed for.

In addition Claromentis allows for the concept of a virtual company – when organisations such as health care companies are selling to a tender or commissioning body, the members of which also work for companies that are potentially known to the organisation. This allows for significant sales advantage – the sales team can locate previous engagements with staff in the commissioning body and leverage those experiences to provide a competitive advantage.

Sales manager includes a comprehensive and wholly customisable contact management application, which can manage information not only about contacts in potential or existing company accounts, but suppliers, partners and even personal contacts – shareable through the permission system or private.

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Sales Opportunities

Sales opportunity management is the focus of Claromentis sales manager. Stages are defined to met your business needs, and possible workflows between stages are set up in the administration panel.

Opportunity management benefits from the following applications and functionality:

• Completely customised definition of sale stages, stages requiring authorisation and workflows between stages.
• Efficiency analysis to monitor bottle necks.
• Comprehensive document management solutions to provide relevant collateral and to allow proposal and tender preparation in a truly collaborative environment.
• Completely definable forms for opportunities at various sales stages, including tabs of data that appear at relevant stages – for example a competitive analysis tab can exist at pertinent stages, but be invisible after the sale is won and the contractual negotiation and agreement data and documents are more relevant.
• Comprehensive alerts and activity management to ensure the sale is proactively managed.
• Dashboards and customised management reports
• Completely extendable with the API – opportunity mapping, KPIs, management reporting, deal triggers, community subscription to sets of opportunities – the basic Framework can be extended to incorporate bespoke functionality required by your company to succeed in your own competitive environment.

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Sales Forecasts

Sophisticated filters within the Claromentis sales manager application allow forecasts to be generated in any currency for any set of opportunities. Based either on gross revenue, or risked revenue derived from the current lead-cycle stage, these reports can be filtered by forecast date, company, lead-cycle stage, product or sub-product category, and territory or sub-territory.

A customized dashboard gives managers an overview of all the opportunities for which they are responsible. As well as providing an at-a-glance forecast pipeline, the dashboard tool also enables managers to drill down to view in detail all the opportunities being pursued by a particular account manager.

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Sales Reports

Sales Stages Reporting

In addition to these permission-based workflow controls, the flexible lead-cycle configuration provided by Claromentis sales manager also supports forecasting and decision-making. Management reporting includes information on the probability of winning opportunities at each lead-cycle stage, as well as details of the forecast revenue. Efficiency analysis reports also show the length of time opportunities remain at each stage - identifying process bottlenecks and possible areas for improvement.

Report Wizard

The Claromentis sales manager application offers comprehensive reporting. Designed for ease of use, the point-and-click wizard allows non-technical users to generate a wide range of reports in nine easy steps.

Reports can be made available to any users to run when needed, and will show project and territory data relevant to the permission level of individual users. In this way, the individual reporting requirements of individual teams, as well as larger regions containing multiple business units, can be satisfied.

Reporting features include:

• Detailed report categorization
• Title, description, territory and project
• Generation by company, opportunity or activity
• Optional default currency selection
• Option to link report to a specific territory or project
• Pre-filtering based on object properties
• Optional field grouping
• Optional field selection for output in the report
• Post filtering

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Sales Management Efficiency Analysis

Lead-cycle Duration Reports

Organizations can gain valuable insights by analyzing the duration of lead cycles, as well as the time it takes for opportunities to progress between different lead-cycle stages. The Claromentis Sales Manager application offers sophisticated lead-cycle duration reports, enabling companies to identify process bottlenecks and develop solutions to help overcome recurring problems. By comparing the lead-cycle duration of different sales teams, best practice can also be shared to improve overall performance.

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Sales Win Loss Analysis

By understanding the reasons why opportunities are won and lost - and, if lost, to which competitors - companies can gain valuable insights that can help them forge their future business strategy.

The Claromentis sales manager application offers advanced sales win/loss analysis functionality, enabling managers to gather data that gives an improved understanding of opportunity outcomes. Field values indicating the reasons for winning or losing business are completely customizable to reflect your own business environment.

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Sales Calendar

Sales management software can manage it’s own calendar within the Claromentis Calendar Application, which can be shared appropriately with the relevant users. As the Calendar application sontains powerful filtering, users can merge this data with other calendars, or use this calendar just for sales events as business needs dictate.

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Powerful Search, Filter and Sort

Powerful search functionality helps users to find contact and company information quickly. In addition, easy-to-use filter and sort tools help users to manage information to enable productive working.

Lists can be instantly filtered and sorted based on:

• Date created
• Forecast dates
• Company
• Products
• Responsible person
• Stage
• Any keyword
• Sub-project or territory
• Notes
• Descriptions
• Opportunity value
• Any metadata defined by the client