Arihant Capital Markets Ltd buys our tools to synchronize Marketing, Sales and Customer Care Activities of their 620 offices in 110 cities in India. Cloud Computing technology would be used for hosting these Marketing, Sales and Customer Care tools.
Why Online Sales Automation?
To automate your lead system
• Automatically associate multiple contacts with relevant leads.
• Assign leads and tasks automatically.
• Simplify lead qualification, scoring and conversion.
To manage opportunities effectively
• Attach quotes and pricing sent to each opportunity.
• Better track sales leads.
• Automate follow up system by scheduling email/sms reminders to leads and call reminders for sales reps.
To enhance pipeline management
• Increase revenue by increasing lead conversions.
• Track revenue goals by dates, fiscal periods, or other predefined criteria.
• Identify key trends for deals won/lost and optimize the sales process.
To simplify workflow processes
• Automatically create or assign tasks and activities when rules are triggered.
• Automate simple or multilevel approvals.
• Automate rating and distribution of leads.
• Set alerts for key events to take proactive measures.
Key features of Online Sales Automation:
1. Complete and exhaustive list of leads- You can easily create and modify details about your leads.
2. Track leads through different stages of sales cycle right from prospecting till closure to know their exact status.
3. Maintain documentation in one single place i.e. online – meeting minutes, proposals, templates, remarks etc.
4. Create/schedule alerts for yourself and for your sales team regarding sales targets, calls to be made, alert the intended staff in your organization when a big deal is near to conversion etc.
5. Create sales territory to track and segment your sales completely.
6. Make your sales reports daily, weekly, monthly or quarterly to track and optimize sales.
7. Add enquiries made by existing clients online to manage cross selling to your customers.
8. Manage user roles to control information flow.
9. Easy collection of metrics – number of leads, invoices, payment cycle etc.
10. Rate each lead as cold, warm or hot as per the response.
11. Ability to search/sort leads datewise, representative wise, services wise, status wise for example: number of hot leads till date.
12. Online access helps team members work more productively and collaborate faster.
13. Customize sales quotations online as per your organization's requirements so that sales team can save more time.
14. Ability to set right permission for each user so that you can determine who can view and modify information.
15. Customizable reportings for each sales process i.e. total leads generated for this month as compare to last month or total conversions in this week as compare to last week. By this way you can measure your growth and can know where you are lacking.
Online Sales Automation on Cloud Computing :
Cloud computing is fast evolving from a futuristic technology into a commercially viable alternative for companies in search of a cost-effective storage and server solution.
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