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Sales and pipeline management systems are essential components to succeed in business. To be competitive, sales managers need to increase their performance and manage their teams by pipelining and processing from ‘beginning to end’. We have all heard of the terms ‘sales process’ and ‘sales pipelines’ and the management thereof. To operate optimally and avoid sales problems you need to first ensure your processes are efficient.

 

Another priority sales need is for managers to accurately forecast sales/revenues. “A 10% miss in a revenue forecast can translate to a 50% miss in corporate profitability.” (http://topline-systems.com/whitepaper/wp-PipelineManagement.pdf). Sales teams are all target driven, and in order to ensure they achieve their targets they need to manage their portfolios and predict potential sales for each month. (http://www.salesbloggers.com/2009/02/pipeline-management/)

 

Our solution gives you visibility into your sales process, allowing you to identify any potential or existing issues. Once identified, it is easy to correct the problem areas and start bettering your servicing and management of your customers and sales teams. With Microsoft Dynamics CRM you are able to manage and view your pipeline, guiding you through your sales process every step of the way.

 

An example of how our solution manages the sales funnel:

  • It enables you to view what is going into your pipeline and where it comes from. This allows you to accurately target the right audience and generate leads by understanding what your customer wants.
  • It enables you to see how your sales process is being managed once your leads are in the pipeline, indicating service efficiency and who you are selling to.
  • It enables you to predict how much and who will come out the sales funnel (and close sales). It gives you the ability to analyse your results, so that you can replicate successful processes and target profitable industries.

A successfully managed process consists of the following (all of which are achieved through implementing our software solution):

  • Grading scheme (filter good leads from unprofitable leads)
  • Managed processes to guide your sales team
  • Tools for management planning;
  • Tools and knowledge to train new sales people;
  • Information retention.
  • Analysis in terms of
  • When is the best time to sell and who you are selling to;
  • Forecasting accuracy.

 

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About Us

We are leaders in the design and delivery of adaptable, integrated technology solutions for business management
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General enquiries: sales@immix.co.za

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