Workbooks Overview - Sales

Workbooks Overview - Sales

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Workbooks CRM for Sales Force Automation (SFA)

The sales force automation capabilities of Workbooks CRM drive efficiencies in the sales teams of mid-sized businesses and helps to reduce sales cycles. Accessed from any device with an internet connection, it's designed to free sales teams from manual, time-consuming processes and to help them avoid common pitfalls.

Workbooks CRM provides real-time dashboard data on sales forecasts, pipeline and performance . It speeds up quoting and sales ordering processes to get you to revenue faster.

Designed to think like a successful sales manager, Workbooks CRM is quickly adopted as a winning sales tool.

It is easy to learn and quick to use. In sharp contrast to CRM solutions that are often little more than a note of activity recorded after-the-event; the sales force automation within Workbooks CRM means it quickly becomes a proactive and valued member of any sales team.

Workbooks CRM for Sales Management

Sales managers use Workbooks CRM to drive the effectiveness of sales teams and for accurate, up-to-the- minute business information; delivered at a summary level with the ability to drill down to as much detail as required.

Forecasting
Workbooks CRM provides precise forecast information about the latest status of your company's revenue pipeline and the deals your sales teams forecast will close. It gives all the answers that sales managers need to know. Including:

• How much revenue will we generate? This month? Next month? This quarter? This fiscal year? What gross margin will we achieve?
• What stage are mine and my team's deals at? Which prospect accounts need additional support to close faster?

Team Performance
Workbooks CRM gives instant visibility of sales team performance by providing management information on how teams and individuals are performing against their targets. It highlights which sales people are over-achieving and who may need additional support to meet their goals.

Improving Productivity
Because Workbooks CRM works like a sales person, sale teams working with Workbooks CRM will appreciate the productivity improvements they gain over traditional solutions. These include:

• Easy to access key information using drill-down reporting.
• Automated quoting; with workflow to manage discounts with your approval framework.
• Streamlined sales order processes and improved visibility of cross- functional information to make it easier to sign the deal.

Workbooks CRM for Effective Prospecting

Saves You Time. Manages Your Time
Workbooks CRM is designed to work as hard as you do; to provide easier access to information and a framework for revenue generation activities.

Workbooks' unique Web 2.0 technology makes it easy to access, search and sort the information that sales teams need.

Activity Management
Use Workbooks CRM to manage all your lead generation activities, to record all touches with your prospects and to provide comprehensive pre-activity briefing information.

Used effectively, data instantly at hand includes company information and people information: company employees, suppliers, partners etc are all available within a mouse-click without the need to create and run complex reports.

And it's all been set up so that when you add new information we pre-populate as much as possible - to save you time.

Lead Management
Key to sales success is a well qualified, healthy business pipeline. Workbooks CRM works with you as you work to generate leads and to turn opportunities into sales.

• Workbooks keeps track of leads assigned to you and convert leads-of- interest into people and company records quickly - individually or in bulk.
• Allows sales managers and marketing teams to set assignment rules for inbound leads so that they reach you more quickly.
• Automated responses to inbound enquiries for an immediate, hands-off 'touch' to your prospect.
• Activities set for you to ensure timely follow up.

Workbooks for Maximising Customer Value

Maximising Revenue
Workbooks is a powerful tool for maximising revenue from existing customers. Use Workbooks to identify and target customers with relevant communications and create tailored offers based on their current status:

• Cross-sell complimentary products and solutions.
• Up-sell for additional revenue from existing products and services.

Full Customer History
Workbooks CRM and Workbooks Business combine to give advanced customer visibility:

• Full customer history, including products and services purchased; relevant contract renewal information; payment history; customer credit limits and other relevant data that traditionally may be stored in alternative systems and inaccessible by sales teams.
• Making it simple to target the most profitable or reliable customers and avoid others; such as bad debtors.
• Track and report on customer reference-ability.