Digital Sales Process
Eliminate long communication channels & data silos with a digital sales process: Uncomplicated, automated & cost-effective.
Manual processes and decentralized activities slowing down your sales? Gain speed and close deals faster with a digital sales process - aligned with industry standards.
Salesstemplate offers the possibility to handle the entire process from the inside sales to your key account managers in a clear and holistic way. All phases in the sales process are listed in a structured manner and are visible to all employees. In addition, sales staff are supported with targeted recommendations for action and release regulations in the individual phases. Everything from the documentation of customer information to order details and e-mail correspondence is centrally stored. Whether you follow a complex, multi-stage process or a simple one: The sales template offers you the perfect basis.
Not enough? Of course, you can also individualize and expand your digital processes independently afterward.
5 Reasons Why
Central and transparent overview of all customer data
Automation of routine tasks
Standardized sales process adapted to the industry standard
Effective and personalized customer interaction
Fast use and ease of operation
Discover all functions
The entire sales process, from initial contact to quotation generation, is cloud-based and centralized in one place.
Product information, price lists, quotes and approvals are managed step-by-step within the module, making it easy for sales reps to create and customize quotes for your customers.
Centralized customer data capture and storage enables effective collaboration between sales reps and other internal teams such as marketing, customer service, and product development in real time. As a result, informed decisions can be made and customer interactions improved.
Get automated email notifications for deals over a certain size, automated assignment of tasks as a project progresses through the sales cycle, or many more custom sales automation options.
Documentation of calls, appointments, and e-mail correspondence with customers are recorded within the sales interface according to context.
These enable faster response time and improved customer retention.
With Salesforce's powerful reporting capability, you have a breadth of reporting options to monitor the sales process and gain insight into key metrics such as sales performance, conversion rates, and revenue forecasts. This enables executives to measure sales success, identify bottlenecks, and make strategic decisions to optimize the sales process.
Would you like to test the Salesforce modules? Let us convince you!
After your request, we will get back to you immediately with additional information about the modules.