Sales Management
SalesPage Financial improves the effectiveness of your sales team by streamlining and standardizing the complex processes involved in selling your products and services.
Manage Territories
Define and maintain complex territories to support the flow and assignment of sales and opportunities to the appropriate personnel within your organization. Establish territories based on geography and other relevant qualitative data such as distribution channel. Retain historical versions of territory definitions and propose new definitions to assess the impact of potential realignments prior to implementing them.
Manage Goals
Monitor production against goals at every level of the third-party client relationship. Set revenue targets at the territory level and then allocate portions of that goal to the individual firms, offices and representatives or other entities in each territory. Intelligently and proactively manage sales activity based on goal attainment, focusing attention where it is most needed.
Manage Opportunities
Track the source for every opportunity and automatically assign new opportunities based on product, territories or established business rules. Follow every interaction as the opportunity progresses. Trigger new activities upon completion of prior stages and systematically guide the process to facilitate more accurate forecasting and funnel management.
Optimize the Sales Process
Apply best practices via sales processes optimized for specific selling situations. Tailor the sales stages and corresponding steps to the most relevant factors, based on the approach of a recognized sales consultant or on an internally developed methodology.
Analyze Sales Data
Accurately predict revenue to be derived from specific products, territories or other entities through comprehensive reports and graphic representations of the opportunity funnel, filtered to reflect specific areas of interest. Analyze sales and opportunity data across time to evaluate progress toward established goals or to forecast likely future production or product demand.
Generate Quotes and Proposals
Automatically generate accurate, standardized quotes and proposals using information captured during the sales process. Automatically transfer the details of a quote or a proposal into a standard contract template upon acceptance.
Financial: Marketing Automation
Financial: Reporting and Analytics
