Sales Activity Management System (SAM)
The Sales Activity Management System (SAM) is designed to streamline and optimize the sales process by helping salespersons efficiently plan, monitor, and control their sales activities. This system consolidates contacts, opportunities, and ongoing actions in one place, ensuring better visualization of sales funnel performance and improving time management. SAM helps to remove bottlenecks in the sales process, providing actionable insights and detailed reports on both ongoing deals and past activities, contributing to more efficient sales operations.
Key Features and Benefits of Sales Activity Management (SAM)
- Customer Information Management
Maintain detailed information about customers and prospects, including multiple location addresses, business lines, contact details, products sold, opportunities, quotations, and activities/follow-ups. - Opportunity Management
Track and manage opportunities through every stage, from initiation to closure. Create and manage quotations and proposals using user-defined templates, and send them directly via email from the system. - Activity Tracking
Record daily activities for each customer or opportunity. This historical data helps to better understand customer behavior and devise appropriate strategies for engagement and follow-up. - Ledger and Outstanding Management
SAM provides an up-to-date financial overview of customer accounts, including transaction details, pending bills, due dates, and amounts. Sales representatives can access the current financial position of customers without needing to enter data into Tally. - User and Team Management
Create and manage team structures by defining branches, teams, and users. Assign multiple roles to users, manage access, and organize housekeeping functions like backups and data transfers. - Follow-up and Touchpoint Reports
Generate reports on follow-ups and touchpoints with customers, providing a clear view of the engagement history and ensuring no sales opportunities are missed. - Periodic Reporting
Regularly generate reports on ledger balances, outstanding amounts, and sales performance to keep track of customer accounts and sales team activities. - Hierarchical Structure
Maintain a hierarchy of teams, roles, and users, helping sales managers monitor the performance of each team and provide personalized access based on user profiles. - Personalized Work Profiles
Provide personalized work profiles for each sales representative, ensuring clarity in task assignments, goals, and performance tracking. - Database and Master Management
Efficiently manage and maintain all master data from company creation to the release of datapoints, ensuring the integrity and consistency of customer and sales data. - User Management and Password Policies
Implement robust user management features, including defining roles, setting up user access levels, and enforcing password policies to ensure secure access to the system.
Conclusion:
Sales Activity Management is an indispensable tool for sales teams looking to boost productivity, improve customer satisfaction, and optimize sales processes. By providing detailed tracking, real-time updates, and actionable insights, SAM enables sales teams and managers to stay on top of their targets, make informed decisions, and enhance overall sales performance.
Sales Activity Management System (SAM)
The Sales Activity Management System (SAM) is designed to streamline and optimize the sales process by helping salespersons efficiently plan, monitor, and control their sales activities. This system consolidates contacts, opportunities, and ongoing actions in one place, ensuring better visualization of sales funnel performance and improving time management. SAM helps to remove bottlenecks in the sales process, providing actionable insights and detailed reports on both ongoing deals and past activities, contributing to more efficient sales operations.
Key Features and Benefits of Sales Activity Management (SAM)
Customer Information Management
- Maintain detailed information about customers and prospects, including multiple location addresses, business lines, contact details, products sold, opportunities, quotations, and activities/follow-ups.
Opportunity Management
- Track and manage opportunities through every stage, from initiation to closure. Create and manage quotations and proposals using user-defined templates, and send them directly via email from the system.
Activity Tracking
- Record daily activities for each customer or opportunity. This historical data helps to better understand customer behavior and devise appropriate strategies for engagement and follow-up.
Ledger and Outstanding Management
- SAM provides an up-to-date financial overview of customer accounts, including transaction details, pending bills, due dates, and amounts. Sales representatives can access the current financial position of customers without needing to enter data into Tally.
User and Team Management
- Create and manage team structures by defining branches, teams, and users. Assign multiple roles to users, manage access, and organize housekeeping functions like backups and data transfers.
Follow-up and Touchpoint Reports
- Generate reports on follow-ups and touchpoints with customers, providing a clear view of the engagement history and ensuring no sales opportunities are missed.
Periodic Reporting
- Regularly generate reports on ledger balances, outstanding amounts, and sales performance to keep track of customer accounts and sales team activities.
Hierarchical Structure
- Maintain a hierarchy of teams, roles, and users, helping sales managers monitor the performance of each team and provide personalized access based on user profiles.
Personalized Work Profiles
- Provide personalized work profiles for each sales representative, ensuring clarity in task assignments, goals, and performance tracking.
Database and Master Management
- Efficiently manage and maintain all master data from company creation to the release of datapoints, ensuring the integrity and consistency of customer and sales data.
User Management and Password Policies
- Implement robust user management features, including defining roles, setting up user access levels, and enforcing password policies to ensure secure access to the system.
Conclusion:
Sales Activity Management is an indispensable tool for sales teams looking to boost productivity, improve customer satisfaction, and optimize sales processes. By providing detailed tracking, real-time updates, and actionable insights, SAM enables sales teams and managers to stay on top of their targets, make informed decisions, and enhance overall sales performance.
