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Features:
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| Customer
Management Capabilities & Benefits |
Bridging The Gap Between Your Existing Business
Systems and Contact Management Software |
| In order to
perform a consistent and effective sales assault, an organization must be able to
effectively collaborate the efforts of Sales Managers, Account Managers, Marketing
Managers and Customer Service Representatives. Sales Management Plus starts by passively importing current transaction data from your
existing business accounting system. It uses selected fields as the foundation of a second
database for use by the Sales Management
Plus Client
running on your personal PC. (Sales Management
Plus only imports
data from your business system; it’s incapable of writing to it.) Since
Sales
Management Plus’ new database is kept
independent from your existing business system, both systems operate with maximum speed.
Sales
Management Plus’ database is then also
uniformly available to your management, marketing, and sales staff; meaning everybody
always works with the most recent data.
What It Does and How
It Works
|
| Sales Managers |
| Sales
Managers can more effectively manage by analyzing historical data associated with an
individual’s overall performance, or performance at specific accounts. Then he or she
can examine margin levels, and identify sales holes and areas where more effort or
accountability is required. (For example, quickly identify customers who buy your light
bulbs, but not your light fixtures.)
View Operator Screens
|
| Outside
Sales |
Outside
Sales can focus their efforts on targeted, qualified accounts. Sales people can perform
the same analysis as the sales managers, but on a more personal basis, providing an
additional level of pro-activity.
|
| Inside
Sales |
Sales
Management Plus' global database allows the inside staff to also assist existing sales
efforts by maintaining and updating customer contact data. They can also contribute
by merging existing information with new information from customer lists compiled at trade
shows, or data purchased from suppliers like Dun & Bradstreet. Sales
Management Plus lets them confidently solicit new business by offering them summarized
sales data to highlight what lines are selling and not selling at each account.
|
| Marketing
Managers |
| As a
Marketing Manager, you will appreciate how Sales Management Plus
taps the power of MS Office to complete tasks such as producing a personalized
newsletter, sending out a personalized broadcast fax, or a personalized broadcast email.
This program places an emphasis on making every correspondence personalized. In
today’s competitive market that's almost a requirement. Advantages of sending personalized HTML Brochures via
email: |
- Create an effective 4 color Emailer for a fraction of the cost
of an equivalent printed piece
- No postage required
- No additional cost to send follow-ups/reminders
- With proper permissions, most if not all information can be
copied from your manufactures web pages
- Easily logged thus easily followed-up
|
Want to see an example of an email your customer can receive?
Below is an example of an e-mailer that the
electrical distributor can easily send to their entire contact list
or to a very targeted list using Sales Management Plus. In this
example the distributor could use Sales Management Plus to
target all customers who purchased a PLC within the last year,
refine the list of contacts within those customers who might benefit
from training, and send out a graphical e-mail that ties the
customer back to the distributors website for more information and
to register for the class, all in a matter of minutes.
|
|
| Customer
Patronage |
With the
analytical tools available in
Sales Management
Plus, its easy for the coordinated
efforts of management, inside sales staff, and outside sales staff to get the right
information to the right customers in a timely manner. For example, if you have a customer
that buys your light fixtures, but doesn’t buy your light bulbs, Sales
Management Plus will quickly bring that to your
attention. A user can then easily sort all of their accounts and obtain a summary of those
customers with the same buying
habits. Finally, Sales
Management Plus helps the user
to deliver uniquely customized sales collateral to each customer, making sure they’re
aware of your company’s ability to be of further service (like special promotions on
light bulbs).
|
| Convenient
and Insightful Reporting |
Sales Management Plus is equipped with the most intuitive data sorting tools available on
the market. Any user can "click-to-activate" numerous different sort options to
create tailored reports that apply specifically to your data. You’re not forced to
use pre-formatted reports, or use programming MarketProe to manually create applicable queries.
You can also instantly view your results on screen; printing is an option, not a
requirement. And its multiple levels of security allow different staffs to safely
analyze your company’s sales information, facilitating higher productivity throughout
your company.
Business
Reports
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| Remote
Access for Sales People on the Road |
Reduce Remote Access Cost and Increase Connection Speed by Connecting Via the
Internet |
- Connect to your customer database on the SMP Server anywhere
|
| Integration
with Microsoft Office |
Sales Management Plus' lets you continue to take advantage of your existing MS Office
software, so your training and development investment isn’t wasted. Further, Sales
Management Plus Sales
Management Plus
actually builds on their capabilities, enhancing them specifically
for sales tasks.Its superior
interface with Microsoft Office:
MS Outlook:
Keep your existing database of contacts; use Sales
Management Plus to achieve contact
management in addition to traditional account management functionality. For example, Click
a button and let Sales Management Plus
combine your business systems’ customer transaction information with MS
Outlook’s individual customer contact information.
Use Sales Management Plus’
sort features to generate a very specific list of customers which you’re interested
in soliciting. It then creates uniquely personalized E-mails (no "broadcast
addressing!"), establishes a link with MS Outlook, and instantly sends all the
E-mails to each of the specifically targeted customers. (That’s efficiency!)
Sales
& Marketing Campaigns
MS Word
After using Sales Management Plus’
sort features to generate a very specific list of customers which you’re interested
in soliciting, use it’s built in "Word Merge" feature to easily merge with
MS Word and create highly personalized letters, mailings, or faxes (very much like sending
E-mails through Outlook, above).
And don’t worry about accidentally over soliciting your
customers. Sales Management Plus
logs all communication events to facilitate follow-up and prevent information bombardment
to a customer.
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| Additional
Capabilities |
Map Customer Data using MS MapPoint |
- Three Easy steps to Map your Customer Data
1. Filter your Customer Data in SMP
2. Export the data to MS Excel preformatted for MS MapPoint
3. Open MapPoint, import the Excel File and choose the desired Map
Format
- Color each Customer to illustrate Sales Levels
- Sum sales by State or Zip
- Drill down to a street level map for directions to the
account(s)
- View a sample Map
|
