Close deals faster:
Plan, prioritize, and win
Plan your sales success, every step of the way.
Targeted Customer Segmentation for Effective Sales Strategies
Effortless Scheduling
- Drag-and-Drop Simplicity: Ditch the back-and-forth emails and phone calls. Sales Planner's intuitive interface allows your team to schedule client visits and meetings with a simple drag-and-drop function. This eliminates scheduling conflicts and ensures everyone is on the same page.
- Integrated Calendar Views: View individual and team schedules in various calendar formats (day, week, month) to find the perfect time for client interactions.
- Automated Reminders: Never miss a meeting again. Set automated reminders for both sales reps and clients to ensure timely arrivals and eliminate scheduling headaches.
Actionable Insights
- Capture Everything: Go beyond basic meeting notes. With Sales Planner, reps can capture comprehensive details about each client visit, including notes, pictures, and attachments like brochures or proposals.
- Detailed Reporting: Uncover valuable trends and patterns with in-depth reports on client interactions. Analyse meeting data such as frequency, duration, and effectiveness to identify areas for improvement and tailor sales strategies accordingly
- Track Client Engagement: Gain valuable insights into client engagement by measuring the time spent discussing specific topics or products. This allows you to personalise future interactions and increase sales success.
Improved Collaboration
- Shared Client Interaction History: Foster seamless communication between sales reps and managers by providing a shared view of all client interaction details. This eliminates the need for repetitive briefings and ensures everyone is up-to-date on client needs and communication history.
- Internal Note Sharing: Empower your team to collaborate effectively by allowing reps to share internal notes within the Sales Planner. This facilitates knowledge transfer and ensures continuity when different reps are working with the same client.
- Team-Based Scheduling: Facilitate efficient scheduling for complex sales processes that involve multiple team members. Sales Planner allows for collaborative scheduling, ensuring everyone involved is on the same page and avoiding scheduling conflicts.
Enhanced Visibility
- Real-Time Sales Activity Tracking: No more wondering where your sales team is or what they're working on. Sales Planner provides real-time visibility into their activities, including scheduled meetings and completed client visits.
- Identify Opportunities and Challenges: Monitor team performance and identify areas where reps might need additional support or training. Address roadblocks quickly and ensure everyone is on track to achieve sales goals.
- Data-Driven Decision Making: With real-time data at your fingertips, you can make informed decisions about resource allocation, territory management, and overall sales strategy.
Improve Sales Forecasting Accuracy
- Centralised Forecasting Platform: Revise sales budgets and generate forecasts within a single platform that seamlessly integrates data from various sources, including CRM, transactional systems, and legacy applications.
- Automated Data Integration: Automatically integrate actual sales data with your sales budget and forecasts to provide up-to-date insights and continually refine your projections.
- Comprehensive Financial Integration: Effortlessly retrieve data from multiple sources, including accounting systems, to ensure your forecasts reflect real financial performance.
- Data-Driven Simulations: Simulate the impact of actual sales data on your initial sales budget to assess the feasibility of your projections and make informed adjustments.
- Multi-Dimensional Performance Monitoring: Conduct variance analyses to measure discrepancies between sales forecasts, actual sales data, and sales budgets across various dimensions, such as channels, customers, regions, product lines, and product mix.
