Sales Management

Consolidated Invoicing

GoServicePro’s Sales Management software provides sales personnel with all the tools required to manage the sales process.  Sales users can  track leads, opportunities, quotes, and service contracts as well as utilize powerful tools like forecast and pipeline analysis.  Integration with the GoServicePro Service workspace insures sales people have a complete view of all activity occurring with a customer prior to making a sales call.

Leads

  • Leads provide a quick way to record and track sales activity against sales leads.
  • Categories, lead source, amount, expected close date, etc  provide places to store important lead qualification information
  • Logging tools enable you to record interactions with your leads
  • Communications such as inbound and outbound phone calls, emails, and notes insure the lead is up to date with the latest information
  • Once a lead is fully qualified they can be promoted into a full fledged site and contact

Opportunities

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  • Opportunities allow for the tracking of potential sales activities
  • Sales personnel can utilize tools such as tasks, influencers, forecast items, SWOT analysis, and opportunity teams to manage their sales opportunities
  • Powerful forecast analysis tools enable you to record the products, amounts, and probabilities associated to opportunities and roll them up across the entire sales organization
  • Logging tools enable you to record interactions with the leads and contacts
  • Communications such as inbound and outbound phone calls, emails, and notes insure the opportunity is up to date with the latest information
  • Integrated sales calendar enables management of individual and sales team calendar activities

Tasks

  • Tasks can be created against leads or opportunities to mark important milestones and to do’s in the sales process
  • Communications such as inbound and outbound phone calls, emails, and notes insure the task is up to date with the latest information
  • Workflow allows tasks to be assigned to individuals or groups of people for completion

 Sales Calendar

  • The sales calendar brings all of your sales activities together in one place and can be viewed as an individual or based on region, district, office, etc
  • Managers have easy access to see all sales activity rolled up to their area of responsibility

Workflow

  • Complex workflows can be modeled to route sales objects through your businesses problem sales process
  • Leads, opportunities, tasks, etc can be assigned to individuals or groups of people through the use of Queues
  • Statuses can be configured to represent critical points in the lifecycle of the sales process
  • Closing status and resolution codes insure proper recording of the final disposition of opportunities

Sales Reports

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  • Reports can be presented throughout the application either by going to the reporting area of the application or by embedding critical reports in the sales workspace or on individual workflow objects (i.e. lead, opportunity, task, etc)
  • Embedded reports insure that users have the right data in the right place to quickly complete the sales process
  • OLAP style reporting enables users to manipulate and filter the data they want to see and then save the report as a preset favorite
  • Users have control over the options on their reports including graph types color palletes for graph style reports or totalling options on cross tab style reports
  • Sharing enables users to share their favorite reports with other users of the system
  • The following report types are currently supported:  Graph, Cross Tab, Raw Data, Gantt, Map

Sample Opportunity Screen

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