AcquireX - Sales Management
The purpose
The Sales Management module has three key functions:
- Captures key customer information, decisions and preferences
- Logs and tracks each stage of sales processes
- Tracks and analyses sales performance at all organisational levels, down to individual staff member
The full functionality
This module allows organisations to better manage their customers through the enquiry-application-sale process. It also provides a clear understanding of sales performance with interactive reports, enabling staff at all levels to obtain the information they need to make better informed business decisions.
The capture of key data linked to each stage of the sales process is intuitive and comprehensive. A follow-up process ensures that opportunities to contact customers are not missed. Each member of staff has a personalised screen showing the follow-ups and interviews they have scheduled. Drill-down functionality then enables staff to access further details about enquiries and customers.
For instance, an interviewer can quickly access information about their next appointment, including all captured customer details, the enquiries they have made, when they were made and the stage each is at.
