As a salesperson or team leader, manage, control and follow up every sales lead systematically in a very simple environment.
Make sure you have all the information updated registering and documenting every detail of the leads, so you can track effort and stage process:
Personalize and manage sales according to your company's needs, from product presentation up to closing the sale, including:
Monitor, control and report total sales, consulting and managing information in real time.
As owner, director, coordinator, manager or any leader position, is important to be able to have all the information possible at reach, in real time for decision making.
Keep all your client information at hand in one place, and create post sales strategies, for maintenance or preserving a stretch relationship to better client experience. Use the agenda for managing and tracking commercial activities.
Organize and plan daily commercial efforts, focusing in relevant activities for leads and clients, keeping teams productive, and keeping track of their achievements.
Visualize all your commercial needs in one single board. With downloadable reports.
Do it Ximpler Web
And download Cell App.
Manage lead and sales processes adequately
Document all meeting minutes, control agreements progress, manage attendees, e-sign and print them.
Get agile authorizations from anyone through e-signature, leaving a digital fingerprint for future references and use.
Measure reports and processes performance, keep records of individual or team KPI´s, and automatically evaluate efficiency.
Adopt a systematic approach to team sales management, from the lead follow up, to the entire sales process through an adaptable pipeline funnel, and client management system. Even keep a commercial agenda.
Register and keep track of everyone´s time invested in specific tasks or projects. Assign individual costs per hour and sum them up, filtering reports by different needs.