Wintouch CRM can streamline the sales process with what is known as Sales Force Automation or Salesforce Automation (SFA). Using Wintouch, you can establish workflow rules in the sales cycle for processes including contact management, sales opportunity identification, tracking and sales forecasting. In addition, you can integrate with your backend system to display Sales History and/or a log of past orders. Now, with our second level of detail, Wintouch can show sales history - even past orders - down to the line item.
Workflows
Working closely with your Wintouch sales rep, you can begin to develop the customization of processes that are unique to your sales organization. If, for example, sales closes the sale, but Customer Service writes up the actual order, a series of steps can be spelled out within Wintouch that automatically moves through the process with the appropriate screens or to-do activities going from one person to the next, saving everybody time. No one has to follow-up with a series of phone calls to the next person to hurry the order along. Each person gets the assignment within the correct timeframe and timing issues can be automatically escalated if not addressed in a timely manner.
Sales Representatives
- Conduct daily, weekly and monthly calendar planning.
- Track leads and prospects through the sales cycle.
- Quickly prepare custom or template letters, faxes, emails, sales proposals, contracts, etc.
- Always know who is communicating with whom in your accounts.
- Conduct unlimited Boolean searches of leads, prospects or customers to manage sales programs.
- List current sales pipeline.
- Import CSV comma, semicolon, space or tab delimited prospect lists directly into Wintouch and schedule activities for sales representatives at the same time.
- Export sales pipeline data to Excel for custom forecasting, analysis and charting.
- Monitor completed activities or scheduled activities to monitor that all sales reps are performing at peak levels
Sales Management and Activity Log
- Analyze each sales representative's activities and the status of their accounts and generate a sales activity log.
- Schedule activities for your sales rep.
- Consolidate and monitor sales rep forecasts and prospect sales cycle status and include this on the sales activity log.
- Assign accounts by region, state, area code and limit access to a specific sales rep.
- Conduct unlimited Boolean searches to manage your sales representatives and business.
Lead and Opportunity Tracking
Wintouch CRM enables a sales rep to track his/her opportunities through a sales cycle. Information such as lead source, projected close month, total potential revenue can all be entered and subsequently utilized in searches and in reports (such as a sales forecast).
Larger image of a Sales Profile in Wintouch CRM.
Sales History
Wintouch CRM also allows the sales rep to quickly access the Sales/Order History of a particular customer or prospect. This information can be viewed, sorted, and organized. The resulting data can then be used in marketing campaigns, cross selling, call lists, and promotional offers. Even if the sales information was not originally entered into Wintouch, the data can be viewed in Wintouch by utilizing our backend (ERP) custom integration to your ERP or legacy applications.
Recommended Reading
Be Careful Not to Automate Chaos
by Dave Stein, CEO, ES Research Group, Inc., April 30, 2008
"Sales managers wanted to use a CRM system to track deals in their pipeline. But salespeople on the street had no real incentive to use the CRM system or to keep it up-to-date. Field salespeople got fuzzy answers to the question, "What’s in it for me?" And of course, that’s deadly for acceptance or compliance with anything, much less something that takes time away from the selling process."
CRM: Get Sales Chiefs on Your Side
by Michael Gentle, Computerworld, November 23, 2003
"Field sales representatives are key to the success of any CRM sales suite, but there's another group of users that may be even more important: their sales managers. The sales manager is not only in charge of territory assignments for his sales reps, he's also the manager and coach who helps ensure his sales reps meet their objectives. In order to do all of this effectively, the sales manager needs constant information from the sales reps about their leads, their active prospects and the progress of their opportunities."
