Sales is the bloodline of all businesses

Most often than not, all businesses begin with a single project, product sales or service rendered. It’s the sole operation within businesses that generates revenue, while all other operations incur expenses.

All strong companies have great sales fundamentals

Growing a sales team is never easy and made worst, if you do not have a sales methodology to guide the weekly activities of your team. Companies without a proper sales methodology often result in a few key salesperson generating most of the companies revenue, while the rest of the team have mediocre or sub-par results.

An organization wide sales pipeline is especially important when the business hires more people & commits heavily into capital expenditures. You will need to know where the sales are coming from to foot the bills.

Build sales team through proper mentorship

As a sales leader, you need to know how healthy is your sales pipeline. Do you have a complete visibility of your sales team sales activities, how they are faring and who needs help? With a sales pipeline, you can easily see which stage of the sales process different staff are having issues.

Help your staff by mentoring them, ask them what challenges they are facing and selectively accompany your sales representatives for their customer visits.

Stay relevant by listening to your customers

Customers’ needs are always changing. It is important to solicit feedback from customers, be it your products, service rendered or post service support. It is essential to address them to capture new opportunities, have constructive discussion on product improvements or reduce customer churn.

To do this, you need to have a system that is capable of doing the following:

Manage your team effectively

Organize your sales staff into teams to track their performance. Create different teams to get a clear picture of the deals and activities they are working on.

Evaluate sales team performance by viewing real-time insights on your dashboard. Set records visibility by team so that they are only visible to your team.

Accelerate productivity

View all your activities in a calendar view to plan your day efficiently. Schedule activities, tasks, meetings, emails, and more with your contacts or deals. Receive instant reminders and notifications for overdue activities.

Create, manage, and track activities for your team members on the Deskera web and mobile app. Follow up on your deals and contacts by creating linked activities.

Create new deals in seconds

View all your activities in a calendar view to plan your day efficiently. Schedule activities, tasks, meetings, emails, and more with your contacts or deals. Receive instant reminders and notifications for overdue activities.

Create, manage, and track activities for your team members on the web and mobile app. Follow up on your deals and contacts by creating linked activities.

Get full visibility into your sales pipeline

The pipeline overview gives you complete visibility across all stages of the pipeline. Drag and drop deals to update the pipeline stages.

Mark deal as won or lost and view real-time insights on your dashboard. View all deal information such as deal value, deal stage, linked contacts, email conversations, notes, documents, and more at a glance

Tailor your pipeline to your exact process

Create a new pipeline or choose a template. Create multiple sales pipelines for different products and markets. Identify and focus on important deals with the visual sales pipeline.

Use pipeline view to see deals by stages, deal value, activities scheduled, and more – at a glance.

Close more deals with contact management

Maintain comprehensive contact profiles with custom fields to record all the data you need. Categorize and link contacts to their organization for easy tracking. Add or import contacts existing contact databases easily.

View all the contact information, notes, communication history, open and close deals, and more at a glance

Stay proactive about customer support

Track and solve customer support tickets all in one place with ease. Categorize, prioritize, and assign tickets to your support team. Connect your support email with the system to receive and respond to customer issues and queries.

Create custom ticket views by selecting assignee, priority, status, and more. Set up custom views to see relevant tickets on your ticketing dashboard.

Create custom ticket views by selecting assignee, priority, status, and more conditions. View relevant tickets on your ticketing dashboard with custom views.