Sales Case Study | Sales Connection

SALES

The Sales team is an integral part of any successful business as they bring in revenue for the company. This holds true for any industry.

SALES

The Sales team is an integral part of any successful business as they bring in revenue for the company. This holds true for any industry.

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CHALLENGES

In their quest of finding new leads and opportunities, many salespeople lose sales due to inefficient customer data management. Some leads are lost or forgotten without a proper system in place, causing companies to lose hundreds of thousands in potential sales revenues.

Salespeople are generally independent, and their schedules are usually unknown by even their own superiors. Lack of proper planning and resource management leads to unproductive team collaboration and communication.

More so, the management also finds difficulty in accurately measuring the KPIs met for each salesperson due to the lack of metrics and reports.

The complications do not end there because due to the industry’s innate mobility, it’s difficult to have an overview for all ongoing leads, potential projects, current projects, and total sales calculated. As a result of this, the management has a hard time keeping track of the total pipeline and total sales amount.

That is, of course, until Sales Connection steps in.

OUR SOLUTION

Thanks to Sales Connection’s Automated Reminder feature, individual salespeople and sales teams are reminded of important meetings, follow-ups, and deadlines – helping them close deals successfully and increase customer retention through consistent engagement.

Secured by Amazon servers, customer data and information are safely stored within the system to ensure no information is ever lost again. With Access Control, company management can even set who is authorized to add, edit, or view the system’s data.

Gone are the days of digging through mountains of paperwork or holding time-consuming internal meetings to find the information you need – our system’s Business Overview empowers companies to view sales projects and their respective statuses at one glance. Whether it is on a computer or a smartphone, the data is available to view and extract on command.

Apart from the system providing a variety of different metrics and reports that benefits the management, it also helps individual team members to keep track of their own metrics. These metrics and reports can be used for KPI measurement by individual, team, or company.

Among the long list of benefits offered to sales teams by Sales Connection includes the enhanced communication and team collaboration with the Real-Time updates offered within the system for salespeople to collaborate on-the-go – as if they were right next to each other. Now, it’s as easy as can be to speak to peers or seek advice from superiors to close unmissable deals.

THE RESULTS

  • Automated Business Reminders set for individual team members on important follow-ups, meetings, and deadlines with the ability to escalate critical reminders to upper management members.
  • Salespeople can easily schedule their meetings and appointments for the day, week, or month.
  • Updates on deal statuses are immediately reflected within the system, according to the salesperson.
  • Through Business Dashboard, the management can gain an easy-to-understand yet informative overview on all projects and their current stages.
  • Customer information is organized neatly and comprehensively within the system without any risk of the information being lost.
  • Sensitive information is protected through data separation whereby management can determine which users have what level of access using our Access Control feature.
  • A variety of different and useful Business Metrics and Automated Reports that can be used for business analysis and individual KPI measurements.
  • Companies can keep track of deal pipeline values and total sales by individual, team, or company – all in real-time.

CHALLENGES

In their quest of finding new leads and opportunities, many salespeople lose sales due to inefficient customer data management. Some leads are lost or forgotten without a proper system in place, causing companies to lose hundreds of thousands in potential sales revenues.

Salespeople are generally independent, and their schedules are usually unknown by even their own superiors. Lack of proper planning and resource management leads to unproductive team collaboration and communication.

More so, the management also finds difficulty in accurately measuring the KPIs met for each salesperson due to the lack of metrics and reports.

The complications do not end there because due to the industry’s innate mobility, it’s difficult to have an overview for all ongoing leads, potential projects, current projects, and total sales calculated. As a result of this, the management has a hard time keeping track of the total pipeline and total sales amount.

That is, of course, until Sales Connection steps in.

OUR SOLUTION

Thanks to Sales Connection’s Automated Reminder feature, individual salespeople and sales teams are reminded of important meetings, follow-ups, and deadlines – helping them close deals successfully and increase customer retention through consistent engagement.

Secured by Amazon servers, customer data and information are safely stored within the system to ensure no information is ever lost again. With Access Control, company management can even set who is authorized to add, edit, or view the system’s data.

Gone are the days of digging through mountains of paperwork or holding time-consuming internal meetings to find the information you need – our system’s Business Overview empowers companies to view sales projects and their respective statuses at one glance. Whether it is on a computer or a smartphone, the data is available to view and extract on command.

Apart from the system providing a variety of different metrics and reports that benefits the management, it also helps individual team members to keep track of their own metrics. These metrics and reports can be used for KPI measurement by individual, team, or company.

Among the long list of benefits offered to sales teams by Sales Connection includes the enhanced communication and team collaboration with the Real-Time updates offered within the system for salespeople to collaborate on-the-go – as if they were right next to each other. Now, it’s as easy as can be to speak to peers or seek advice from superiors to close unmissable deals.

THE RESULTS

  • Automated Business Reminders set for individual team members on important follow-ups, meetings, and deadlines with the ability to escalate critical reminders to upper management members.
  • Salespeople can easily schedule their meetings and appointments for the day, week, or month.
  • Updates on deal statuses are immediately reflected within the system, according to the salesperson.
  • Through Business Dashboard, the management can gain an easy-to-understand yet informative overview on all projects and their current stages.
  • Customer information is organized neatly and comprehensively within the system without any risk of the information being lost.
  • Sensitive information is protected through data separation whereby management can determine which users have what level of access using our Access Control feature.
  • A variety of different and useful Business Metrics and Automated Reports that can be used for business analysis and individual KPI measurements.
  • Companies can keep track of deal pipeline values and total sales by individual, team, or company – all in real-time.