Claromentis™ Sales Manager
Tailored to your business needs
Customizable settings fit with your existing sales structure – so the software works the way you do.
Permission-based access
Users can only access records that fall within a specific territory or project allocated to them. Particularly useful in channel sales situations.
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Definable metadata
Information fields can be easily customized to support specific sales processes.
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Configurable lead-cycle stages
Defined as required to fit specific sales cycles with pre-definable events. It can be configured to ensure that only authorized personnel can progress a record beyond a certain stage.
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Product catalogue
A catalogue feature also provides full product listings to helping users record opportunity details quickly and without errors
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Sales activity support
With all the information they need at their fingertips, salespeople can work productively.
Opportunity management
Task allocation, activity scheduling, alerts and notifications and pre-configured templates help users to manage opportunities effectively.
Access to sales documentation and resources
Set up resource folders containing relevant documents – such as quotation templates and sales collateral – for each stage in the lead cycle.
Automated workflows
Integration with embedded e-forms, interactive calendars, web mail, message alerts and reminders enables automated sales workflows to ensure process compliance and improve productivity.
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Easy search, filter and sort functionality
Powerful search functionality helps users to find contact and company information quickly. Easy-to-use filter and sort tools help users to manage information effectively.
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Sales team management
Keep up-to-date with the progress of your sales team with a wide range of reporting options.
Lost and won analysis
Based on information entered into customizable fields at the completion of the lead cycle.
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Lead-cycle duration reports
Analyzing the duration of key lead-cycle stages to highlight problem areas.
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Custom reporting
User-friendly tools enable managers to run their own reports, based on their individual access permissions.
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keep me informedKey Features
- Overview
- Permission-based access
- Definable Metadata
- Configurable lead-cycle stages
- Product Catalogue
- Multiple-currency handling
- Opportunity management
- Access to sales documentation and resources
- Automated workflows
- Easy search, filter and sort functionality
- Forecasting
- Lost and won analysis
- Lead-cycle duration reports
- Custom reporting
Software Demonstration
Company and opportunity
Datasheet
