An accurately designed CRM software application offers sales team a precise view of the hierarchy of the sales process. This includes leads that exist and to whom they are assigned to, which sales are at the point of closing, which sales should be prioritized and much more. A CRM also notifies the sales managers which of the reps needs lend a hand and which of them may not be able to make it.
The challenge in adoption of a new CRM system and in tracking and managing the sales process. An efficient CRM must provide an excellent platform for business that needs a prospective customer and also provides a platform for internal business an easy-to-use-system. Xobber is particularly beneficial for the top level management as they get an outlook of the middle level and low level employee’s performance.
How CRM Software can assist in Sales Order Tracking:
- Window of Opportunity: Opportunity management acts as a vital role in a CRM system. It provides sales teams the capability to track sales processes, deal with pipelines and do analysis of competitors according to the CRM strategy. While defining your CRM requirements for sales management, look into these opportunities before implementing it.
- Activity Management: Activity management is tracking and reporting of performance on day to day basis that is associated with the sales department. A sales employee may need to track activity management to get a view of their sales calls or schedules according to calendars with the manager. The function works, creating transparency and holding employees responsible for their sales activities by proliferating jobs.
- Outreach: Outreaching helps to track sales orders you should have performed for prospecting a list of qualified leads. These leads can be helps out by reaching out the right people in the right time.
Xobber supports in sales order tracking with the context of with whom the team is interacting and networking and getting the visibility of sales activities. This in turn allows tracking the regular tasks, forecasting and reporting.