Checking the current sales development before the annual evaluation meeting? And comparing the sales trend of the top customer in your territory? Which products has he not been using that you can offer him? Which potential can you see and where?
SMARTCRM evaluates the figures from your ERP system in details and gives you a daily overview of the most important parameters: sales revenues, orders, contribution margin, open items, etc.
You can make your observations from various angles, for example, for the entire company or per customer, product, employee and sales territory.
With a wide range of filter functions, such as per industry, client or classification, you can further refine the selected views.
Using the drilldown function of the module, you can get from generalities into details at any time, by tracing back the figures to the product level or invoice positions level.
Our customers tend to use SMARTCRM.Sales together with the following modules:
With SMARTCRM.Planning, you round off your sales management and complete the planned sales activities.
SMARTCRM.Competition supports you with the analysis of the competition situation on the customer and product levels.
SMARTCRM.Targets informs you daily about the achievement of your sales targets and shows you which customers are above or below expectations.
Before, every operating department kept its own treasure. Today, through SMARTCRM, I am always informed and never have the feeling that any information is missing. Thanks to the CRM System our sales processes are more transparent. For sales is SMARTCRM the right tool.Roman Merk, Sales manager of the Bremicker Verkehrstechnik GmbH & Co. KG
Even though not all the staff was convinced about what such a CRM system has to offer, we succeeded in convincing them. Before SMARTCRM, there were no such transparency between back office and field service, no daily updated data, broken down to the product or invoice position levels.Jürgen Müller, Head of Sales Germany and CRM project manager at the MAFELL AG