Create a Scalable Sales System
Custom Process Builder
If you are a process thinker, you have probably mapped out your sales process into a flow chart or diagram showing which steps the sale goes through and which activities should happen at each step. If you want to scale your sales, you need a well defined process. PlanPlus Online’s Sales Force Automation (SFA) Process Builder provides you with a default template that you can use, or you can modify it to match your specific process. Customizable to your company’s products, services, sales channels and competitive position, you can design and implement virtually any sales workflow or methodologies. PlanPlus Online combines your “Best Practices” and workflow methodologies to increase sales. It enables sales managers to apply “what their best sales performers know” and to guide others to become top performers. Workflows enable managers to quickly identify and react to changes in their sales pipeline performance.
Sales Process Steps: Always a Next Action Date & Assigned User
Nothing slips through the cracks when you ensure that every sales opportunity has a Next Action, Due Date, and Assigned User.
Keep the Sales Reps in Control of the Sale
Over automation can be a risk with CRM systems that leads to task explosion and rep burnout. PlanPlus Online’s sales process builder allows your sales reps to stay in control of every sales opportunity. Design each workflow with automatic triggers to update field values, send email, create appointments and tasks. As internal processes evolve, you can quickly branch to the appropriate workflow and maintain complete sales history activity. Institute your best practices to coach each sales representative to be a top performer. Then adjust and optimize the sales workflow to maximize your ROI.
Automatic Workflow Templates
Ensure easy and prompt follow-through or escalate sales opportunities to a more experienced sales representative. Stay in contact with your prospects and deliver a series of messages with automatic pre-defined templates for emails, appointments and tasks.
- Make every sales representative a Top Performer
- Automate sales interaction scripts, rules, etc.
- Ensure sales opportunities are not lost
- Standardize your Best Practices
- Scaleable & Repeatable Sales Proces
Integrated Scripts & Coaching Tips
Scaling a sales organization is easier when your Sales Software can coach each new rep on the process.