forcemanager - crm pentru echipa ta de vanzari

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ForceManager - CRM pentru echipa ta de vanzari

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Page 1: ForceManager - CRM pentru echipa ta de vanzari

   

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ForceManager  is  an  innova.ve  sales  management  system  offering  new  and  original  mechanisms  to  op.mise  the  performance  of  field  sales  teams.        

What  is  ForceManager?  

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ForceManager’s  mission  is  to  increase  both  ac.vity  and  produc.vity  levels  of  the  field  sales  force,  enabling  the  sales  team  to  close  more  sales  -­‐  with  the  same  resources.  

What  is  ForceManager  for?  

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+  Ac4vity  

+  Efficiency  

+  SALES  

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A  fast  return  on  investment    

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As  a  direct  result  of  using  ForceManager,  interac.on  between  your  sales  team  and  your  target  market  will  increase  by  more  than  20%,  ensuring  a  fast  and  measurable  return  on  investment.  

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ü  By  enabling  each  sales  person  with  the  tools  and  informa4on  they  need  ü  By  removing  tasks  that  distract  sales  people  from  the  sales  process  ü  By  providing  sales  management  with  detailed  informa.on  on  the  

performance  of  the  sales  team,  and  iden.fying  areas  for  improvement.  

How  does  ForceManager  achieve  this?  

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+  Ac4vity  

ü  By  automa4cally  recording  the  intensity  of  each  person’s  sales  ac.vity  ü  By  regularly  informing  each  sales  person  how  their  own  produc4vity  

compares  with  that  of  their  colleagues.  

+  Efficiency  

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Contents  

1.  Part  One:        ForceManager  for  the  sales  person  

 2.  Part  Two:    

     ForceManager  for  sales  managers    3.  Part  Three:    

     Technical  features  of  ForceManager  

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Part  One  Selling  -­‐  exactly  as  it  should  be  

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Know  your  customer  

ü  Contact  informa.on  ü  Geolocalisa.on  ü  Record  of  visits,  orders,  issues  and  

communica.ons  ü  Sales  opportuni.es  ü  Reports,  metrics  and  sta.s.cs  

ü  Thanks  to  ForceManager,  the  sales  person  arrives  at  the  sales  call  armed  with  all  the  relevant  client  informa4on,  easily  accessed  via  a  tablet  or  smartphone  right  before  each  visit.  

ü  The  informa.on  is  available  regardless  of  internet  connec.on  (offline  mode).  

ü  Informa.on  on  the  client  includes:  

Dashboard,  iPhone5,  Samsung  S  III  

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ü  Thanks  to  its  geolocalisa.on  system,  ForceManager  recognises  each  sales  person’s  posi.on  and  provides  a  map  with  sales  opportuni4es  in  the  local  area.  

ü  The  map  indicates  the  op4mal  route  for  geXng  to  the  next  des.na.on  in  the  shortest  .me  possible.  

Know  your  surroundings  

ü  ForceManager  intui.vely  knows  when  the  sales  person  is  visi.ng  a  client  and  immediately  provides  informa.on  on  that  company  –  there’s  no  need  to  search.  

Sales  opportuni.es  in  the  vicinity  of  the  user,  view  of  map  (Samsung  S  III)  

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ü  The  quick  visit  report  (check-­‐in)  allows  the  sales  person  to  instantly  report  in  on  sales  calls,  at  the  click  of  a  bu\on.    

ü  ForceManager  only  allows  for  check-­‐in  from  the  sales  call  loca4on,  guaranteeing  the  accuracy  of  the  informa.on  recorded.  

ü  The  sales  person  can  add  comments  when  checking  in,  or  a]er  the  sales  call.  

ü  Sales  teams  dedicate  all  their  4me  to  selling,  thus  avoiding  the  onerous  task  of  manually  repor.ng  sales  visits  or  phone  calls.  

Dedicate  your  whole  4me  to  selling  

Check-­‐in,  iPad  Mini  

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ü  The  sales  person  can  use  the  mobile  device  to  show  detailed  brochures  and  digital  presenta4ons.  

Offer  a  more  professional  image  

ü  The  system  guarantees  that  the  sales  team  only  show  up-­‐to-­‐date  Company  materials.  

ü  ForceManager  allows  for  storage  of  any  type  of  file,  including  presenta.ons,  images  and  videos.  

Document  storage  system  (Samsung  SIII)  

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ü  With  ForceManager  the  sales  person  has  the  descrip.on,  price  and  documenta.on  on  all  products  and  services  available  to  the  prospec.ve  client.  

 ü  The  sales  person  can  provide  quotes  and  

place  orders  directly  from  the  product  catalogue  on  the  mobile  device,  while  s.ll  with  the  client.  

ü  The  sales  person  can  use  ForceManager’s    integrated  system  of  discounts  and  promo.ons.  

Confirm  quotes  and  orders  on-­‐the-­‐spot  

List  of  quotes  (iPad  Mini)  

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ü  ForceManager  enables  sales  teams  to  plan  their  own  ac4vity  via  a  diary  or  calendar.  

ü  Sales  people  can  consult  –  in  real  .me  –  their  own  task  list  or  those  assigned  remotely  by  the  sales  manager.    

ü  Tasks  can  then  be  marked  as  done  as  they  are  completed.  

 

Calendar  (iPhone  4S)  

Plan  your  daily  ac4vity  

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Know  your  own  performance  (inverse  repor4ng)  

ü  Sales  people  receive  a  weekly  report  by  e-­‐mail  showing  a  quan4ta4ve  and  qualita4ve  analysis  of  their  professional  ac4vity.  

ü  Thanks  to  this  report,  sales  people  also  know  the  intensity  of  their  sales  ac.vity  in  rela.on  to  their  colleagues.  

ü  Inverse  repor4ng  makes  sales  people  aware  of  their  own  performance,  which  in  turn  produces  an  increase  in  sales  ac.vity.    

Report  on  sales  performance    

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Part  Two  Total  transparency  in  sales  management  

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ü  ForceManager  automa.cally  records  and  measures  impacts  between  the  sales  force,  clients  and  prospects  within  the  target  market.        These  include:  

Automa4c  measurement  of  your  sales  impacts  

ü  Phone  calls  made  from  a  mobile  or  landline  

ü  E-­‐mails  sent  from  a  mobile  device  or  desktop  computer  

ü  Geolocalised  sales  calls.  

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ü  Thanks  to  informa.on  being  automa.cally  recorded  in  the  system,  ForceManager  provides  objec.ve  data  on  the  amount  of  interac4ons  the  sales  force  is  genera.ng  in  the  market.  This  is  updated  in  real  .me,  as  impacts  are  made.  

Quan4fy  your  sales  efforts  

Evolu.on  of  collec.ve  sales  effort  

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ü  ForceManager  combines  informa.on  on  the  intensity  of  sales  ac.vity  with  sales  generated  by  each  sales  person,  providing  a  detailed  overview  of  the  sales  team’s  performance.  

A  comprehensive  overview  of  sales  performance  

Sales  people  who  generate  a  high  number  

of  impacts  but  insufficient  sales.  

Sales  people  who  generate  a  high  volume  of  impacts  and  sales.  

Sales  people  who  meet  their  objec.ves  despite  li\le  interac.on  with  the  market.    

Sales  people  who  generate  neither  sufficient  

sales  nor  sufficient  interac.on  with  the  

market.  

Ac.vity/sales  diagram  

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ü  ForceManager  generates  a  dynamic  ranking  of  the  sales  team,  based  on  level  of  ac.vity,  sales  generated  or  other  criteria.  

Sales  team  ranking  

Ranking  of  the  sales  team  by  volume  of  impacts  

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ü  ForceManager  provides  an  accurate  overview  of  the  geographical  regions  where  sales  efforts  are  being  focused,  whether  at  local,  regional,  na.onal  or  interna.onal  level.  

 

ü  Geographical  analysis  is  automa.c  and  based  on  geolocalisa4on  of  impacts  (sales  calls)  and/or  on  the  real  4me  loca4on  of  the  sales  people  (op.onal).  

Geographical  distribu4on  of  sales  ac4vity  

Map  of  real  .me  loca.on  of  sales  agents  

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Evalua4on  report  

ü  ForceManager  provides  sales  managers  with  a  quan4ta4ve  and  qualita4ve  analysis  of  the  ac.vity  of  each  sales  person.    

ü  The  report  is  based  on  real,  objec4ve  data,  automa.cally  generated  in  real  4me.  

ü  It  therefore  reflects  the  actual  performance  of  each  sales  person.    

Individual  analysis  of  sales  ac.vity  

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ü  Impacts  generated  by  the  sales  person  are  only  registered  as  professional  ac.vity  if  the  numbers  called  are  from  contacts  in  the  Company’s  database.  

Op4mal  informa4on  management  

ü  This  incen.vises  the  sales  person  to  maintain  a  clean,  comprehensive  and  up-­‐to-­‐date  contact  database.    

ü  Recogni.on  of  call  recipients  dras.cally  reduces  the  use  of  company  phones  for  personal  calls.    

Phone  use  

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Analysis  of  the  distribu4on  of  sales  effort  

Distribu.on  of  sales  effort  across  accounts  

ü  As  each  impact  has  a  recipient,  ForceManager  is  able  to  provide  an  analysis  of  the  distribu.on  of  sales  effort  across  each  sales  person’s  account  por[olio.    

ü  Analysis  of  4me  distribu4on  of  the  sales  effort  guarantees  that  each  sales  person  makes  the  most  of  their  working  day.  

Time  distribu.on  of  sales  ac.vity  

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ü  As  all  registered  impacts  are  directed  at  a  clearly  iden.fied  recipient,  ForceManager’s  coverage  analysis  indicates  how  much  effort  is  being  directed  at  each  category  of  client.    

ü  Coverage  analysis  allows  for  easy  iden.fica.on  of  neglected  accounts.    

ü  It  also  demonstrates  the  level  of  a\en.on  each  sales  person  has  given  to  each  client  or  prospect  profile.  

Account  coverage  analysis    

Coverage  analysis  

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Part  Three  Technology-­‐driven  sales  efficency  

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ü  ForceManager  is  available  as  a  web  applica4on  for  sales  managers,  and  as  a  series  of  na4ve  applica4ons  for  mobile  devices  for  sales  people.  

ü  The  mobile  applica.ons  have  a  system  of  cache  memory  allowing  sales  people  to  work  in  areas  of  low  or  zero  internet  connec.on.    

Sales  efficiency  in  the  cloud  

ü  ForceManager  is  based  in  the  cloud:  informa.on  is  located  in  a  high-­‐availability,  secure  server  and  accessed  via  the  internet,  from  any  device  or  loca.on.  

Database  

Internet  

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Mul4-­‐pla[orm  

ü  ForceManager  offers  na.ve  applica.ons  for  most  mobile  devices  in  the  market:  iPhone,  iPad,  and  Android,  BlackBerry,  Windows  8  tablets  and  smartphones.  

BlackBerry   iPhone/iPad   Android   Windows  8  

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Integra4on  

ü  ForceManager  can  easily  be  integrated  with  any  ERP  or  CRM  system.    

ü  The  data  entry  interface  is  based  on  an  exchange  of  Excel  (XSL)  or  plain  text  (CSV)  files,  periodically  exported  from  the  ERP/CRM  system  to  an  FTP  server.  

ü  ForceManager  also  features  a  web-­‐service  interface  which  allows  for  two-­‐way  integra.on,  thus  ensuring  total  synchronisa.on  of  informa.on.  

ERP/CRM  ERP/CRM  connector  Database  Apps  

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For  more  informa4on…  

ü  If  you  would  like  to  know  more  about  how  ForceManager  can  help  you  and  your  sales  team,  please  visit  www.forcemanager.co.uk    

 ü  Or  if  you  have  specific  ques.ons  or  would  like  a  

quote,  please  get  in  touch  via  our  contact  form:    

   h\p://www.forcemanager.co.uk/contact.php      

ü  We  will  be  happy  to  assist  you.  

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