Sales management system
Sales Management Program (Customer Relation Management)
Fusion Solution provides system development, consulting, and installation services for CRM sales management programs with Microsoft 365. It's easy and cost-effective, but it's more efficient than software sold on the market. There's no need to buy expensive products, but you'll get quality products. The system can be used immediately and there's no need for a system administrator. It can be used 24×7 with support from Microsoft.
Create your own sales management system for free with Microsoft 365. It's more economical and better.
Feature of System
- Find and Manage Leads
- Lead Management
- Lead Assignment and Routing
- Duplicate Blocking
- Web to Lead Capture
- Mass Email
- Campaign Management
- Email Templates
- Management Customer and Sales Details
- Account and Contact Management
- Opportunity Management
- Customizable Sales Process
- Task Management, Activity Feed
- Person Account
- Sales Console
- Sales Teams
- Work Queue
The Heart of the Sales Management System
Every brand of CRM system is good, but many have been unsuccessful in implementing it. When I say it's unsuccessful, I don't mean it's usable, but rather that the efficiency gained from using it is poor and the data is inaccurate. I've experienced this problem myself, and I finally gave up and stopped using it for a while.
Now I've found a successful approach: Lead recording. Once the data is recorded in Lead, which I assign to the Sales Admin to record on behalf of Sales, once the initialization is correct, the system can be used efficiently.
Therefore, I would like to inform everyone who uses this system that recording leads is a very important starting point, and that the Admin should work in this position instead of the Sales. The rest, I can guarantee that the system will be used effectively.
Why should we use a sales management system for our business ?
- To build a customer database for the sales team
- Make it more convenient for customers to contact the company.
- Able to manage the transfer of sales work between Sales or the reorganization of sales teams.
- Service Planning and Monitoring
- Need a Work Flow System to Manage Team Workflows
- Want to increase the number of repeat purchases of customers
- It is an Improvement in Customer Service Efficiency.
- You can closely Track your Work and Order History.
A report that sales departments should have
- Sales value
- Number of Products (pieces/type)
- Number of new customers
- Number of new customer visits
- % of new customers purchasing products
- Cumulative number of new customers
- % of customers know the product/service/company (survey)
- Number of products sold
- Number of new customers obtained from customer referrals
- Number of new Customers obtained from Advertising Media
- Number of customers who Contacted us themselves
- Number of new Customers Resulting from Seminars/Trade shows
- % Market Share
- Average order volume per item
- % Customer Potential Assessment
- – Asset value
- – Registered capital
- Payment period
- % discount on sales
- Proportion of ABC grade customers
- % Customer Response Compared to Total Offered
- % of revisions exceeding the specified standard
- Number of times problems occurred due to non-compliance with the system
- % of quotations that cannot be sold due to late submission of quotations
- Sales value
- Sales volume
- Number of items
- % Market Share
- Cumulative number of cases
- % of customers who continue to buy
- Average sales per bill
- Number of customers who did not place an order
- Number of customer visits/month
- Number of customer visits/month
- % discount
- % of customers who pay on time
- % of value paid on time
- Average sales per visit
- Number of complaints
- Number of times returned products
- % of customers who try the device and do not purchase it
- Customer satisfaction questionnaire score
- % of customers who ordered more (quantity/item)
- Number of customers who referred new customers
- % of deliveries not delivered on time
- % of purchase orders issued on time
- District sales value
- District sales volume
- Total number of customers in the area
- Number of customer complaints
- Number of customers who did not continue to order (Non-Active)
Main Features of CRM System
Effective sales team management
- Leads: Leads data management system that helps to record leads, control and track them efficiently.
- Deals: Pipeline records for tracking the status of deals, sales opportunities, actions, deliveries, and invoicing.
- Event Tracking: An automated system that tracks customer clicks on the company's website and instantly scores them.
- Phone: FreshCall's integration allows for automated recording of phone calls.
- Email: Consolidate all email delivery information into one place, allowing you to control customer communication under a single solution. It's easier to check communication.
- Report: A customizable report generation system that helps create a complete view on a single page.
- Workflows: Create a standardized workflow system for automated work.
- Integration: Supports connection with modern marketing tools such as Line, Facebook.
Types of Software
- For companies that have employees as sales channels, such as finding leads and following up on work
- For companies that sell through Retail Shops
- For wholesale companies, selling through Agents
- For companies that sell through Online channels, Facebook, Line
- For B2B businesses
- For B2C
You will find that there are many types of CRM software and each type cannot be used interchangeably. Therefore, before purchasing, you should inform the supplier of the type you want.
Questions about Sales Management Systems
- How many types are there? What are they?
- B2B Model
- B2C Model
- B2B2C Model
- How is the company's CRM different from others?
- It is a Web and Mobile system for B2B to order and track status through the Web App system in real time.
- How can a sales management system help increase sales?
- The system will help sales work with direction and have an orderly data recording process. This will help sales know what to do first and what to do later, making sales tracking more efficient.
- There is an automated work system such as reminders when work is due, sending information to customers, and helping to answer customer questions quickly.
- Provide information to sales when talking to customers.
- Helps coordinate Marketing, Sales, Admin, Support, making Work Efficient.
- How can the system help in finding customers?
- Marketing teams can create promotions and automatically forward information to end users, helping generate leads for the sales team.
- Helps filter customers that match the product, selecting customers with the opportunity to buy for the sales team.
- How does the system help customers be satisfied with the service?
- Help with customer service with solutions ranging from self-help pages that let customers find information themselves (allowing your agents to focus on difficult cases) to a full-service call center. Your service reps can also use CRM to create service tickets and keep track of all your customer contacts with your service department. This ensures fast service and keeps customers informed of ticket status.
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