Features and Benefits

Sales Software for Managing Complex Territories and Sales Teams

With Claromentis sales software solutions, access to sensitive data is controlled according to a user's territory and the project type he or she is working on. By combining totally scalable permission structures based on territories and project types, the solution automatically determines which information to make available to the user.

Definable metadata also ensures that the solution is relevant to your customer - and partner - relationships. By customizing project type information, it is possible to manage both vendors and clients using the same solution. Company records flagged as a 'vendor' project type will include metadata such as last audit date, next review date and services provided. However, records flagged as a 'client' project type may include lead and opportunity information such as budgets, competitive presence and number of employees.

Just by logging into the sales software system, senior managers with responsibility for multiple business lines in multiple locations will automatically be able to review and work with relevant data and forecasts. In the same way, country managers will only see information relevant to their own territories, and business line managers will see a tailored view of how their products and services are performing across different territories.

Sales software with Built in document management

Key to the success of any client relationship - and successful sales opportunity management - is the accurate creation, storage and maintenance of relevant sales process documents. For this reason, the Claromentis sales manager application is completely integrated with the Claromentis Document Manager software application.

This enables administrators to set up resource folders containing different documents, depending on the stage in the lead cycle that a prospect has reached. From quotation templates to sales collateral, users can access the documents they need quickly, as and when they need them. This means that version-controlled sales documentation can be made available to the relevant teams for review and use in every sales engagement. In addition, document resources - such as folders, sub-folders, templates and documents - can be created automatically for every individual opportunity at key stages of the sales cycle. For example, when a sale is made, the appropriate documents can be automatically created to manage contracts, support agreements and relevant data.

Configurable Sales Software

The information captured within the Claromentis sales manager application is completely definable and customizable to meet the specific requirements of your company. Company and contact data, project types, territory information, opportunity stages and workflow details for each opportunity can all be tailored to suit your exact requirements. In addition, forms of data that you define will become visible as required when opportunities reach particular stages in the workflow, ensuring the solution fits precisely with your own business process.

Definable metadata ensures that information captured for each contact and company can be easily customized to support specific sales processes. Using the permissions structure within the Claromentis Framework, administrators can also ensure that only authorized users are able to reach certain points in the lead cycle - such as approval to tender, for example.

Multiple Currency Handling Sales Management Software

The Claromentis sales manager application helps companies to manage opportunities across multiple currencies.

Opportunity values can be given in any currency, and reports are automatically converted to the required currency using exchange rates set using the administration panel. Companies can assign a default currency to individual territories, ensuring that global companies - or companies managing extensive distribution networks - can provide regional reports efficiently, in appropriate currencies.

Permission based access to Sales Software

Selective Access / Permission Based Access

Using the permissions structure within the Claromentis Framework software , administrators can configure the application to give users access only to specific records that fall within the territory or project they have been allocated. This feature is particularly useful in channel sales situations where businesses must often give partners access to allocated prospect information without them being able to access details about prospects allocated to other partners.

To work efficiently, sales staff - and, where appropriate, partners such as distributors - need to access data that is relevant to their territory and product responsibilities. However, it is important that documents such as sales forecasts, opportunity details and related proposals, emails, documents and contracts are only shared with authorized users.

Built in Extranets for sales partner collaboration

For some opportunities you will need to allow partners and suppliers access to contribute their expertise to a complex sale. In this environment Claromentis permissions, territories and project structure is ideal. The relevant staff from collaborating companies will have exactly the access you need to the opportunity, including of course all of the version controlled sales documentation.

In this way companies can collaborate to produce tenders and supporting collateral that truly represent your joint capabilities.

Simple and Easy to use Sales Opportunity Management Software

Claromentis sales manager is a product that meets the most complex of requirements, but can be configured and launched with just a day of configuration and several days of training.

If necessary Claromentis offers a complete service to migrate data from legacy document and CRM stores into Claromentis sales manager, to ensure the transition is low risk and efficient.

Sales Stages in opportunity Management

Configurable lead-cycle sales stages and sales workflows.

Although there are similarities, every company has its own unique sales opportunity management process to develop an opportunity from an initial lead to a sale. The Claromentis sales manager application enables you to define and set up customized progress stages - and related workflows - to fit with your company's sales stages process.

Each sales prospect record is flagged as having reached a particular stage in the sales process. These key lead cycle stages can be defined as required to fit specific sales cycles. Administrators can define the order in which opportunities progress through lead-cycle stages according to the values entered. This can be a linear progression, or - in cases where there is a particularly hot sales lead, for example - the solution can be configured to accelerate progress direct to a later stage.

When the prospect record passes from one stage to another, the application can be set up to trigger pre-definable events. These include screen changes to show what information should be captured next by the salesperson, as well as complex workflows to achieve key sales tasks such as sending a brochure or setting up a meeting.

Lead filtering using Claromentis Process Manager

Before leads are even entered into the sales manager, Claromentis offers a completely customisable system for following up and filtering leads from emails, web forms and other data sources such as telesales teams and e-marketing.

The approach required to following up and qualifying sales leads varies very significantly from company to company. But in many cases the sales manager should be kept relatively clean – companies and opportunities are only entered in the relevant projects and territories once some initial qualification process has taken place. process manager can be set up to assist with process automation in lead management. Lead processing staff can automatically send relevant emails, deal with responses and ultimately enter a qualified lead into the correct sales manager territory and project with just one click. The reporting power of the process management software allows constant monitoring and feedback loops on the efficiency of this process.