PlanPlus Online’s Sales Force Automation (SFA) module enables sales managers to achieve the maximum potential from each sales associate. Customizable to their company’s products, services, sales channels and competitive position, they can design and implement their sales workflow or methodologies. PlanPlus Online combines your “Best Practices” and workflow methodologies to increase sales. It enables sales managers to apply “what their best sales performers know” and to guide others to become top performers. Workflows enable managers to quickly identify and react to changes in their sales pipeline performance.
Automatic Triggers and Processes
Design each workflow with automatic triggers to update field values, send email, create appointments and tasks. As internal processes evolve, you can quickly branch to the appropriate workflow and maintain complete sales history activity.
Institute your best practices to coach each sales representative to be a top performer. Then adjust and optimize the sales workflow to maximize your ROI.
Automatic Workflow Templates
Ensure easy and prompt follow-through or escalate sales opportunities to a more experienced sales representative. Stay in contact with your prospects and deliver a series of messages with automatic pre-defined templates for emails, appointments and tasks.
- Make every sales representative a Top Performer
- Automate sales interaction scripts, rules, etc.
- Ensure sales opportunities are not lost
- Standardize your Best Practices