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info@hand provides
integrated management of corporate information
on customer accounts and contacts, sales leads
and opportunities, plus activities including
calls, meetings, emails, notes and assigned
tasks. Automatic email notifications may
optionally be sent to advise users of new
contacts, cases, or tasks assigned to them.
The
process of selling goods and services to your
customers comes down to a series of steps that
look something like this:
·
Acquiring and tracking
leads;
·
Qualifying them as real
opportunities;
·
Quantifying those
opportunities, and setting an expected closing
date for them;
·
Aggregating all
opportunities together into a sales pipeline to
see the big picture; and
·
Closing the opportunities
as sales.
By having an automated system
that remembers all your leads, can convert them
into opportunities once qualified, can add them
all up to show a sales pipeline, and can
accumulate a history of account activities, your
business gains three major advantages.
First - you can now see how
business is shaping up over the next several
months in a more tangible and quantifiable way
than ever before. The sales
pipeline is
your distant early warning system - it shows you
when business levels are falling off, or growing
faster than anticipated. In a small-to-medium
business it is your best friend when it comes to
business planning, giving you a more detailed
and distant view into the future, helping you to
make appropriate staffing and expenditure
decisions.
Second - all your sales leads,
opportunities, and account history are now
formally recorded in a central system that the
business owns. Your vulnerability to the sudden
defection of sales personnel is much reduced. If
a sales person leaves the organization, you
still have all the leads and opportunities the
business paid to develop, and the account
history needed to help a new sales person take
over the account quickly and effectively.
Third - the sales person on
an account is not the only person in the
organization with access to details of activity
history. Accounting and service personnel who
have direct customer contact can now base their
decisions about grey-area judgment calls in the
account on hard information from the account
history.
Some of the key CRM capabilities
of info@hand include:
·
Salesforce automation - including lead capture,
and the promotion of leads to Opportunities;
·
Opportunity tracking with sales stage and
percentage likelihood;
·
Sales pipeline tracking, with graphical charts
that offer drill-down from the bar or segment of
the chart to the data that underlies it;
·
Definition of sales teams and territories, to
manage information sharing and track sales
performance by territory;
·
Sales forecasting, and comparison of forecasts
to quotas and actuals, by team or by individual;
·
Lead source analysis of sales and opportunities;
·
Flexible reporting, to extract precisely the
information you want to see;
·
Corporate calendar management, for arranging
calls and meetings; and
·
Integrated Inbound and outbound Email, which is
automatically added to account and contact
history.
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