Sales, being the lifeline of every business require that the correct Sales Culture be incorporated in one’s business. This will go a long way to ensure the business
i3TeamWorks can be a tool for salespeople to organize their sales activities, sales goal planning, and constantly keep track of information to motivate salespeople in achieving their sales goal.
With Sales Monthly Planner, salespeople will be able to:
Strategize their to-do list and follow-ups on a monthly basis. They can
now plan ahead and focus on reaching their target while easily sharing
their plans to their superiors.
Easily link their strategies to tasks in the system. And the system will
intelligently prompt salespeople about their appointments.
Ensure that no sales lead will be left out by using the Sales Pipeline.
Display their tasks in Calendar-form to ensure that all appointments
will not be missed.
Handy Sales “Weapon” is a Click Away to Clients
The Quotation System in i3TeamWorks will truly help salespeople
who are mostly on the field, to conveniently send product
information, brochure, proposals, or other marketing materials
directly to prospects.
Salespeople have full access to their customer data while on
They can update appointment, customer information and also
meeting minutes on-screen while on the field.
Also, checking customer purchase history is available.
Likewise accounting transactions such as outstanding sales order
and payment is available at one’s finger tips.
The system can alert salespeople to follow-up with their customers.
Get More Sales Leads from Existing Clients
With built-in tracking of customer source, and also setting parameters,
the system will keep track of referrers from existing customers. This is
one of the most important aspects of customers’ acquisition for
Live CRM vs. Conventional CRM
It is undeniable that Customer Relationship Management (CRM)
will help to improve sales, but if your salespeople are armed with
Live CRM on the field, accessing CRM information will be even
better. Most importantly, salespeople do not have to sit in office and
update these information, as information are updated in real-time
from all sources.
They will also be able to conduct live Check In/Out of meeting
appointments, and update related notes of meetings. At
the same time, GPS positioning of Customer Location can be
updated in Customer Info.This will help salespeople plan for
future sales follow-ups and calls.