In CRM4Sure you can set-up
flexible work-flows to reflect your on-ground real-life business processes.
Your sales leads and conversions can progress and tracked as per the practical
dynamics of your sales. Here are some of sales processes which you can set-up
You can establish work-stages for
processing of a sales lead. You can
set-up unlimited work-stages and configure their titles and sequence. You can
reconfigure and update the entire work-stage flow as and when you need.
Not only CRM4sure Sales process
manager enables multi-stage work-flow configuration, each stages can have as
many levels of sub-stages. This takes care of complex flows.
For example you may have 3-stage
lead conversion at top level (Customer Enquiry, Presentation & Demo, and
Negotiation & Closure). Within Negotiation & Closure, you can define
second level work-stages like Initial Negotiation, Final Negotiation, Contract
Signing and Order Set-up.
Not only you can define the
work-stages for a sales lead processing, with each stage you can configure
unique set of outcomes of the stage.
For example for a work-stage of
“Initial Customer Contact”, you can set-up outcomes of ‘Customer not
interested, Customer Defined his Needs, Customer asked to come later’. On the
same lines, you can define separate set of outcomes for ‘Customer
Presentation’, where the outcomes could be ‘Customer asked for a pilot project,
customer has raised a price enquiry, customer need another demo’..This not only
tells you where the lead is but also what is happening with the lead.
CRM4Sure is unique in terms of
providing this lead-type based product configuration. CRM4Sure is unique in
terms of providing this lead-type based product configuration. For example you
can establish a 2-stage lead conversion process for a small consumer level
sales and 6-stage conversion process for a large corporate deal.
Using CRM4Sure you can do an
extensive analysis of what is happening to your lead funnel and identify the
underlying issues and opportunities. You can look at which stages have maximum
ageing and why. You can escalate and send notifications to senior management on
items stuck in lead funnel.