Why build a tool for managing deals and monitoring the performance of sales associates?
- Accumulating and organizing stakeholders’ data in one place
- Generating reports to optimize the performance of one or multiple departments in different demographics
- Improving internal communication through tools like notifications, automated emails/texts, etc.
What is the core need for this tool?
- The sales head and senior management of the company want to track the progress of the deals when they assign them to their sales associates.
- As the sales team is dispersed all over the world, they need a common interface to generate internal performance reports and also stay on par with company goals.
Product Solution and its scope:
- Collaborative CRM is the platform upon which the solution is built and after taking feedback from the business leaders and sales associates
- The following features are prioritised based on the feedback from the Sales Associates:
- Lead Management
- Task Management
- Calendar and reminders
- Dashboards and Reports
- File Sharing
- Pipeline view
- Home Screen
This feature of integrating the calendar is helpful for the sales team to be on track with the schedule of meetings and the task to-do list.
2) Contacts
Integrating the contacts within the CRM will help the team to record, track and analyze the calls and messages. This will be insightful for the sales team to be productive and improvise on the constructive feedback received from its peers
3) Deals
The important aspect of this application is the ‘Deals’ part. It consists of many modules which include the creation of deals, adding CTA to specific deals, accessing the log activity and many more. As the cycle of deals is in form of stages i.e., a) Appointment Scheduled b) Qualified to buy c) Presentation Scheduled d) Decision maker Bought-in e) Contract sent f) Closed won
4) Activity Tracker
This tracker is for the analysis of the performance of the sales team. The metrics like email opens, email clicks, Lead visits, etc., will be helpful for gauging the quality of email drafts and improvising for the optimal solution.
5) This tab is curated for internal communication and each option emphasized the pain points of the sales team and business leaders. Report generation, business card scanner, and conversation tab among the team make this app collaborative and user friendly.
Thanks for coming here!!
Please Reach out: tbhargava7@gmail.com
