Automation can free your sales agents to concentrate their energy where it counts – on your customers
Sales Force Automation is the use of software, technology, and processes to optimize sales performance. In Selligent, workflow is automated and business processes are streamlined and supported electronically.
Sales methodology (opportunity management) - Selligent helps you to recognize and maximize sales opportunities
There are plenty of task/activity sales methodologies out there (e.g. Miller-Heiman, TAS/Target Account Selling, Spanco). Whatever your preference, Selligent can provide your methodology with the deep process support it requires. It helps you to manage your workflow and transform your sales methods into a daily structured approach of operational management. From the perspective of the sales representative, Selligent enables improved organization and reporting capabilities. Meanwhile, for the sales manager it provides all of the necessary information to supervise the sales force and produce management reports.
With Selligent, opportunity management helps you to manage your sales pipeline by using a business process that can be customized to your company sales process. Simply stated, the system stores critical information such as date in, customer name, key contact, opportunity and potential value of the opportunity, step in the sales process, closing date, competitors, and next scheduled activities – all of which are coupled with the salesperson's agenda.
Selligent also enables you to manage recurring sales. In such instances, your sales representatives need to develop a flow of business and animate ongoing relationships with clients via sales forecasts, objectives, and dashboards.
How you will benefit:
- Allow your team to close deals faster by sharing consistent sales information, tracking deal progress, and recording deal-related interactions
- Increase sales productivity
- Ensure effective opportunity handling through collaboration and automation of your own custom designed sales methodologies and workflow
Commercial dashboards - Selligent's dashboards enable you to keep key performance data continuously in view
When you think of dashboards, you probably think of continuous performance monitoring in an 'on-the-scene' format that is particularly useful to managers and key decision makers.
Selligent's dashboards and scorecards provide your stakeholders and managers with all of the information that they need to make effective decisions and achieve strategic objectives – without being overwhelmed. Dashboards deliver data on demand as users need them – from visual displays that enable users to monitor key performance indicators at a glance to dimensional and operational data for conducting analysis and taking action.
The obvious benefit of a dashboard is that you can select a few relevant factors to display; your users can see the status of the factors in real time, at any time. Pick the right ones, and you can fulfill your users' information needs with the dashboard and little else.
How you will benefit:
- Obtain immediate visibility into key performance indicators (KPI's) for corrective action and rapid decision-making
- Make data effective by sharing it
- Easy setup, customization, and filtering - no IT intervention required
Reporting and activity optimization - We can help your sales people get more value out of client visits
Increasing sales is your company's primary goal. And to achieve this objective, your sales people need to get closer to their clients.
Selligent provides companies with a powerful solution to help your sales force better organize their visits, spend more time with clients, and report on their activities. With Selligent, your sales people can localize clients or prospects with multiple criteria. You can optimize the order in which sales staff visit their customers in order to improve efficiency. And you will be able to improve the visibility of your sales teams' activities, and facilitate their navigation in the field.
Selligent is THE solution to ensure that you can both plan and optimize your sales teams' schedules in real time, while adapting to the constraints of your resources and the needs of your customers.
How you will benefit:
- Plan your appointments, your interventions and your resource use for maximum impact and return
- Simplify your schedule management
- Reduce your field team’s administrative tasks
Authorization workflow - Selligent can streamline your internal approval process, meaning that you can serve your customers more efficiently
Your sales processes involve the moving of key documents and requests around your organization so that they can be reviewed and approved. In each process, there are a number of approval and authorization requirements.
Now you can make document, data and task authorization quicker and easier for all involved.
Selligent's workflow engine enables you to configure the authorization component of your business process to prompt authorizers for approval, send reminders, and escalate authorization requests.
How you will benefit:
- Persistence of long-running workflows
- Transparent workflows
- Maintainability of business rules
Installed base management - Selligent helps you service clients end-to-end
Installed base management is about managing the complete life cycle of your customer's asset from the moment it is installed and becomes productive, through to the period that it is in use, up until it is eventually dismantled.
Service plays a crucial role in driving revenue targets, increasing margins, differentiating solutions, and retaining customers. To deliver the right, timely service to customers, you can use the installed base management functionality that forms part of Selligent.
Selligent enables you to maintain the information that is constantly changing within your service organization. It compiles detailed descriptions of the products and services sold to your customers. In addition to sales order information, the installed base tracks installation details, product status, and support service history, such as spare parts replacement and sales of consumables. As your customers order new products and services, or upgrade existing ones, the installed base repository automatically adds new sales order information that can be used for your event-triggered marketing campaigns.
How you will benefit:
- Provide precise customer location and information on installed equipment to call center, field service, repair, and sales staff
- Manage products that need to be serviced in their entire product life cycle
- Take into account their respective configurations according to customer, location and product type, and integrate them into service orders, complaints, repairs, warranties, and counters