Frequently Asked Questions
How to manage return of investment for event or campaign?
Create a unique lead source and tag it to any leads generated from the corporate event or campaign.
Managing leads has never been easier, as notifications and alerts are set to nudge the salesperson on the datelines of the on-going tasks and closing date of the lead. Allowing the salesperson to follow through the lead closely in the entire sales pipeline.
Generating report in just a few clicks! By the end of the event or campaign, export and organize data report to an Microsoft Excel. There, where the data is captured in an orderly manner, arrange and extract the numbers required to measuring Return of Investment.
What to do to achieve sales goal?
Leverage the data information, forecast of the revenue for the month, quarter, and year is made possible. Looking at each opportunity on a granular level, adopting a focused objective to ace the closure, finally in achieving sales goal.
What are Quotation & Sales Order Modules in the Pricing Plan?
Both modules include detailed overview of quotation and sales order, comprises information to churn out prospect revenue based on quotation, and evaluate win rate based on sales order. By using this information, a conducive strategy can be planned revolving around the funnel.
Why start to manage competitor’s information, how does it help?
Understand the competitiveness enhances the chances in opportunity, where competitor’s information is recorded. With the Markup Analysis feature, it shows the values of competitor comparing against the values intended to propose.
How to manage when there is a leaving salesperson?
All quotations and leads can be re-assigned at any point so that the company will not lose track of it, successor will continue the remaining activities lead to closure.
How to rationalize in a sales report where there is a multi-currency?
The currency exchange rate (FX) is different every day. To ensure the company will not lose profit due to FX, the system enables the update of exchange rate on a daily basis, it also prevents users to quote in any other currencies when the selected currency to bill is not updated.
