SALESFIRSTTM
SalesFirst complements RTI's customer support product, CustomerFirst. It shares data with CustomerFirst and allows sales people to query existing support incidents. All of the customer information is shared between the two products.
SalesFirst provides facilities for each sales rep to manage their pipeline and daily call activities to record progress through a user defined (e.g. solution selling or strategic selling) sales cycle, and sales literature and other sales materials. It provides management with monthly sales forecast information based on this information.
A Sales Opportunity is a phased effort to sell one or more of the company's products to a prospect. Every event that takes place during the sales cycle is recorded. Tickler dates are set so the salesperson has a daily call list from which to work.
The sales cycle proceeds through a series of sales stages. The sales stages are user definable and have a probability to close percentage associated with each sales stage. During the life cycle, a series of "activities" takes place with the objective of moving the prospect through the defined sales cycle.
Two forecast reports can be produced: the first based upon the percentage associated with the sales stage of the opportunity; and the second based upon the salesperson's projected close percentage. Management can use these two reports to compare the salesperson's projections against the standard projections based upon where this prospect is in the sales cycle.
Benefits
SalesFirst provides an easy to use facility for tracking pipelines, prospects lead sources, sales and lost sales. SalesFirst:
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Copyright © 1996 Repository Technologies, Inc.
Last modified: April 21, 1997