Sales Pipeline
Never lose track of an opportunity using the VersaCloud sales pipeline lead manager. Increase your sales conversion ratio by automatically tracking all leads and getting your sales team working effectively.
Continuously improve your organisations sales performance by using historical data in-order to discover how and why you make sales and identify factors that stop you closing deals.
The VersaCloud Sales lead manager allows you to judge the status of the company pipeline at a glance and understand your sales position allowing you to focus in on key deals.
Features
- Customise the sales stages and lead sources
- Integrates with other modules i.e. if a sale is complete, easy integration across to the accounts system to raise an invoice.
- Email alerts are sent to groups of contacts attached to the projects for defined events that occur on the sale i.e. offer being made, sale completed or value of the pipeline changes.
- Team members take ownership over opportunities
- Define the contacts role within the organisation, if they are anything from the decision maker to the gatekeeper
- Contacts referenced in a pipeline are automatically highlighted in the CRM so that all staff members are aware of any sales situations.
- Write and share notes on the progress of a sale
- Attach important documents to the pipeline so they are instantly available to other users involved in the sale
Benefits
- Grow revenue and increase productivity
- Companies struggle with the decision to arm representatives with tablets and handsets because of the major IT investment necessary to deploy apps to mobile. VersaCloud's systems can be accessed on any device with WIFI or 3G internet connection. That means your company can focus on growing sales, not building and maintaining infrastructure.
- Manage your sales team more effectively and get notified when a change in the pipeline has been made.