For small sales teams?by rodzilla ()From a prospective client: I am a newbe on crm software. Maybe I should read the manual first, but how can I work with more people (4) in the system. Is there a tutorial on this subject available? The good news is that Desktop Sales Manager can support sales teams. Simple and Easy. This approach is worth considering if you have a sales team that is small (1-10) and only has one or two layers of management. Sales people can be either remote or local or a mixture. Mobile or inside or both. And it requires no change to your infrastructure, no servers to add, no software to load, and no additional cost. The solution is deceptively simple - and models the old manual process of a sales forecast meeting. Each sales rep keeps their own sales pipeline file. That file may be stored on their local PC, or stored on a shared disk drive in a LAN if available. Then on a regular basis (daily? weekly? monthly? However often you would hold a sales forecast meeting...) the sales manager uses Desktop Sales Manager's Pipelines --> Combine function to pull together each of the individual pipelines into one sales forecast pipeline. The Combine process takes a couple of clicks and seconds. It can combine sales pipeline files from local disk drives, shared LAN storage, and also from your Outlook Email inbox. The Inbox means that remote or out-of-the-office sales reps only need to email their pipeline file to you (no excuses!)... The combined sales forecast has all the details of each deal - including the 'sales owner' of each deal. The Executive reports have an extra level of reporting to track deals-by-rep. You can use Desktop Sales Manager to analyze the report from many different angles using Categories - Booking Month, Booking Quarter, Probability, Overdue, Status, etc. The possibilities for analysis are limitless. Reports can be saved as Word/Excel/PDF files and shared with management, etc. |