Role: Salespeople
Sales reps go into work every day and spend precious time just trying to figure out what to do next. What proposal is due this week? What phone calls are really important to make today? My 'To Do List' is a mile long, but which activities are really critical so that I can meet my quota this month? What am I forgetting???
Salesnet is more than basic lead and contact management. It gives you, as a salesperson, more time to sell, while acting as your personal assistant to schedule and keep track of all the activities you need to do in order to keep deals moving along.
Intelligent Pipeline Management
Have you found that you're recording all the information about your sales opportunities somewhere, but then you still have to verbally walk through the same information with your management team because they can't easily find or access it? With Salesnet's Intelligent Pipeline Management capability, your manager can easily view the same information that you have about where deals are in the sales cycle and what you are doing to close them.
- The management team can easily pull reports to see where deals are in the sales cycle, how long they've been there, and what you are proactively doing to move them along - so you'll spend a lot less time reviewing all this information with them and more time selling.
- You can easily bring your manager up to speed on accounts where you'd like his or her assistance, because they can review in advance what's occurred at each step and how the deal has changed over time.
Engage Your Way
When you log onto Salesnet for the first time, you'll notice that it is customized to your company's sales process. The exact steps that you take each prospect through in your sales cycle are replicated in the system. So, instead of making you translate your activities to fit into pre-defined, one-size-fits-all CRM steps, Salesnet presents you with a way to easily track and manage your accounts based on the process you are already using.
- Salesnet supports you each step of the way, with every prospect or opportunity, by automatically presenting the right screens for you to enter information, based on where you are in the sales process.
- The software also guides you through each step - acting as your assistant to ensure all necessary activities are accomplished at each stage in the sales cycle.
KISS: Keep IT Simple with Salesnet
Using Salesnet is like having a sales assistant with you all the time. With Salesnet, you don't have to spend time creating next steps or follow up tasks after you talk with prospects. Because Salesnet is customized to your sales process, once you enter information about the current call or meeting, Salesnet automatically creates the appropriate follow up task, on the correct date for that account, for you. Each day Salesnet presents you with a color-coded list of all of your tasks, allowing you to easily plan your day and perform all follow up steps on time. Priorities are clear, keeping your deals on track.
Through integration with Outlook, Salesnet also makes it easy to keep all communication with prospects and customers in one place. All your documents and correspondence are attached to the prospect, so no more hunting in multiple locations to track all your activities for that account. Furthermore, Salesnet's document management capabilities give you a library of templates that make it easy to create and send emails, form letters, proposals and other documents with ease.
- By automatically scheduling follow up tasks for you within Salesnet, the software takes administrative burden off of you, giving you more time to sell.
- By presenting you with a color-coded listing of all of your current and upcoming follow up tasks, Salesnet makes it simple to stay organized, even when you have multiple prospects in various stages of the sales process. Even more importantly, it helps you make sure that nothing falls through the cracks.