Easily customizable to fit with the sales team structure and lead-cycle stages of your organization, Claromentis™ Sales Manager software supports sales teams in their day-to-day sales contact tasks and provides comprehensive reporting to enable effective management of sales teams. Fully integrated with other business applications within the Claromentis Framework, it is accessible through the Claromentis Portal environment.
Customizable settings fit with your existing sales structure - so the software works the way you do.
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.
With Claromentis Sales Manager 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.
Just by logging into the 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.
The permission structure within the Claromentis Sales Manager application is extremely flexible and easy to administer, enabling company and contact data to be made available to the people who need it, as and when required. In addition, by combining auditing features provided within the Claromentis Portal environment and reporting functionality within Claromentis Sales Manager, administrators can generate usage reports by user group in any required format.
Definable metadata ensures that information captured for each contact and company can be easily customized to support specific sales processes.
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 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.
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.
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.
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.
Although there are similarities, every company has its own unique sales 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.
Using the permission structure within Claromentis Sales Manager, administrators can configure records to 'lock' when a key process stage - such as the decision to proceed to bid - is reached. Only personnel with the appropriate authorization can then 'unlock' the record to progress the opportunity to the next stage.
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.
Within the Claromentis Sales Manager software application, companies can create their own product catalogue and make it available to users. This ensures that opportunity information is populated with accurate product descriptions, and facilitates the generation of product sales and forecasting reports.
The catalogue is straightforward to administer. Products can be flagged by category and sub-category through an easy-to-use administration panel.
Using permission-based logons, companies can also give customers access to the product catalogue and place orders directly within the Claromentis Sales Manager application.
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.
With intuitive interfaces, and integrated workflow and collaboration tools, salespeople can work productively - with all the information they need at their fingertips.
Integration with the Claromentis Document Manager application 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. Users can also access full product listings using the catalogue feature, helping them to record opportunity details quickly and without errors.
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.
When logging on, 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.
When logging on, 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 facilitate efficient and speedy communications about opportunities, email and print templates - such as quotations or follow-up letters - can be set up and stored with the opportunity details for review and dispatch as required.
Key to the success of any client relationship - and the successful management of any opportunity - is the accurate creation, storage and maintenance of relevant documents. For this reason, the Claromentis Sales Manager application is completely integrated with the Claromentis Document Manager software application.
This means that version-controlled sales documentation can be made available to the relevant teams for review. In addition, document resources - such as folders, sub-folders, templates and documents - can be created automatically at key stages of the sales cycle. For example, when a sale is made, the appropriate structures can be automatically created to manage contracts, support agreements and relevant data.
Integration with other applications within the Claromentis Framework also ensures that all documents created in Claromentis Sales Manager are accessible to all authorized users, using the search functionality within the Claromentis Portal environment.
Claromentis Sales Manager integrates with sophisticated collaboration and information capture tools within the Claromentis framework to provide workflow automation, ensuring process compliance and improving productivity. Embedded e-forms, interactive calendars, web mail, message alerts and reminders can all be combined into workflows to support the sales process when required.
Within the Claromentis Sales Manager application, companies can control how an opportunity progresses through its specific lead-cycle stages, ensuring compliance with company procedures.
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.
Lead cycles can be configured to lock at certain stages, where permission has to be granted for the opportunity to be moved to the next stage. For example, in many companies the decision to 'proceed to bid' might require the authority of senior partners or business development directors. Automatic notifications inform authorized personnel that their decision is required and they can then confirm go ahead - or decline - as appropriate.
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:
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.
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 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.
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.
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:
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