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Achiever
CRM Sales & Pipeline Management
Achiever Solutions help
you effectively manage and analyse the success
of your sales team as well as help you identify
new up- and cross-sell opportunities with new
prospects and existing customers.
Achiever Sales functionality
can help your business:
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Maximise sales opportunities |
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Increase staff productivity |
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Improve targeting
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Improve
forecasting |
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Increase
selling time |
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Increase
conversion rates |
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Improve
communication with increased visibility of
information, especially for remote (field-based)
users |
Sales & Pipeline Management
Functionality
Contact/Organisation
Management
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Visibility of contact/organisation
and related information from one central location |
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Record additional
profile information against each organisation,
address and contact, such as competitor products
purchased, literature requests, subscriptions
and training courses attended |
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Rank prospects/customers
and create filters on priority/hot prospects/customers |
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Set up relationships
between organisations and organisations and
contacts to maximise sales opportunities |
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Integrate with
your finance system to view accounts information,
such as balance, and credit limit |
Territory Management
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Allocate each organisation, site and contact
to a manager (representative) |
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Automatic
allocation of sales consultant based on region,
postcode or product of interest, for example |
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Ability to filter
prospects and customers data by sales consultant |
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Ability to prevent
updates of other sales consultants data based
on security filters and preferences |
Activity & Time Management
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Record all activity
including results with customers and prospects
and link to the customer record |
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Achiever's diary is
integrated with Microsoft Outlook Calendar
and Novell Groupwise Calendar |
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Send individual correspondence
(using corporate standard templates) and email
and link to the contact record |
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Create appointments
and add any additional attendees (internal
and external) and notes |
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Utilise Achiever
Workflow to automate creation of follow up
actions based on result of previous actions |
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Integration
with telephony system for quick and accurate
dialing |
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Send SMS message
notifications and alerts to selected users
based on specific criteria |
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Record expenses
and mileage against each action |
Lead & Opportunity Management
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Record each lead against
a contact and attach to a lead source |
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Rank and
weight each lead (% chance) based on calculations
and/or manual entry |
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Attach all associated
actions to each lead to indicate time spent
per enquiry |
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Track
milestone dates and key stages to produce
analysis, such as conversion times |
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Utilise Achiever
Workflow to create follow up actions at key
stages of the sales process |
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Assign products
of interest (if integrating with finance system
these are taken from stock file and can include
customer specific pricing) |
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Ability
to set discount rules and processes |
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Generate quotes
using standard quotation templates or integration
to QuoteWerks |
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Link the quotation
and subsequent revisions to the quote record
in Achiever |
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Incorporate
your quote authorisation process into Achiever |
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Link any associated
3rd parties, such as contractors, subcontractor
and competitors to all opportunities for future
analysis |
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Ability to transfer
customer and order details to your legacy
system |
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Generate notifications
and alerts at key stages in the sales cycle |
Reporting
and Analysis
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Create staff productivity
reports to monitor appointments made, new
business generated and quotations sent, for
example |
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Produce
30/60/90 day sales forecast and reports |
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Produce
lost reports analysis, including reasons why,
salesperson and competitor information |
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Generate
graphical sales pipeline reports |
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Create
activity analysis reports and expenses reports |
Remote
User Access
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Browser access to
selected information based on security profile
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Data filtered
based on security profile |
View Achiever
Sales Functionality (.pdf)
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