In the 21st century, managing and tracking sales performance not only requires professionalism but also intelligence and efficiency. Businesses face numerous tough challenges, such as failing to monitor sales staff’s business plans, sales teams not adhering to processes, and not being able to track the performance of each team member in the organization. Let’s explore WOWCRM now!
Current challenges in sales management
The current situation shows that many businesses still use Excel to track business results, making management complicated and inefficient. The sales force operates individually, without following standard procedures, and lacks the tools to evaluate business performance according to the organizational structure.
The consequence of not having an effective management solution is facing numerous difficulties, from training, and developing business strategies, to understanding the actual business situation. This can lead to conflicts and disputes in calculating bonuses, cross-selling, and management challenges as the business gradually grows.
Fortunately, WOWCRM is a customer relationship management (CRM) software specifically designed for Vietnamese businesses. WOWCRM helps companies track the entire sales process, from when a lead becomes an actual customer, and gain deeper insights into customers through the Customer360 feature. WOWCRM also provides businesses with detailed reports and dashboards on business performance based on organizational structure, role-based access, and customer evaluation rules. With WOWCRM, businesses can solve the following issues:
- Inability to track the real-time business plans of sales staff
- Sales force not adhering to processes
- Failure to capture the performance of employees, departments, branches, etc.
- Difficulty in implementing training activities and strategies to improve productivity
- Potential conflicts and disputes in calculating bonuses, cross-selling, etc.
Breakthrough solution from WOWCRM
With WOWCRM, businesses can easily track sales performance, understand customers, and provide effective consulting and sales. It offers tools to develop business strategies, marketing, and training based on the productivity of each individual in the system, as well as monitor referrals and cross-selling.
Sales Process from Lead to Opportunity: WOWCRM allows businesses to set up sales stages according to their needs, from initial contact with a potential customer to contract signing. Each stage will have specific tasks that sales staff need to perform to move the customer to the next stage. This helps businesses control the sales process, increase success rates, and reduce risks- Customer360: WOWCRM helps businesses collect and store customer information, including personal details, transaction history, preferences, purchasing behavior, and customer feedback and ratings. This information is displayed on an intuitive interface, allowing businesses to better understand their customers, leading to more effective consulting and sales.
- Reports and Dashboards: WOWCRM provides approximately 15 reports that can be exported to Excel and 30 small dashboards within 3 main dashboards, including:
- Business Plan Dashboard: Displays metrics such as revenue, profit, costs, customer count, and deal closure rates, by time, region, product, employee, etc.
- Customer Dashboard: Displays metrics related to customers, such as the number of new customers, loyal customers, potential customers, and lost customers, by time, region, product, employee, etc.
- Activity Dashboard: Displays metrics related to sales activities, such as the number of calls, emails, appointments, quotes, etc., by time, region, product, employee, etc.
These reports and dashboards help businesses easily and quickly track the performance of employees, departments, branches, etc.
- Customer Evaluation Rules: WOWCRM includes rules for assessing the importance and potential of customers. These rules are based on criteria such as expected revenue, success probability, priority level, etc. These rules help businesses classify customers into different groups, allowing for the application of appropriate sales strategies.
- Support Function: WOWCRM allows sales staff to request support from the entire organization when needed. For example, if a sales staff needs a quote from the technical department or a confirmation from the accounting department, WOWCRM will send a support request to the relevant person and notify when there is a response. This enhances the speed and quality of the sales process.
In summary, WOWCRM not only addresses common issues in managing and improving sales efficiency but also fosters unity and integration within the organization. Don’t let current problems hinder your growth; leverage WOWCRM to achieve business success.
