Level 4, No. 9, School Lane, Kollupitiya, Colombo.03

+94-114-963-636/37

Open Mon – Fri 08:30-18:00

Functionality

Add your leads into the system

View leads and allocate to a user for followup

Upload proposals and other documents to the lead

Add actions points to self and to others

View Potential Sales in different stages of the Sales life cycle

Track Lost Sales

Convert Successful Sales

Add sales targets and measure performance

Adding Leads

Engaging Leads

Closing a Lead

If the lead is closed the system will allow a simple workflow to obtain management confirmation

If the business uses a system for customer on boarding – then the customer onboarding workflow can be auto triggered

Lost leads can be tracked

Sales staff are known and lead convertors

Their performance in terms of leads closed vs lost and lead cycle times are graphically represented

The Sales Edge platform lets you understand and improve revenue planning by mapping the engagement and conversion time giving you a much better idea about the duration of your sales cycle

Target Vs Achievement

Targets can be added to each Sales Person
Targets can be cascaded to the entire business
To the team or branch
To the unit or Region
To the Sales Stream or Branch Sales Stream
To the Business
Products can be added at upto 3 levels
Product category
Product
Sub product
Performance is tracked vs the target as follows

The Sales Cycle

We’ve Got your Entire Sales Cycle Covered

The Sales Cycle

Solution Components

Mobile app to add leads
Qualify leads
Lead summary panel
Lead view with details and documents
Action points chat function
Lead conversion and data entry interface
Lead converter dashboard
Lead summary dashboard
Lead generator dashboard

Benefits of the Solutions

motion-capture

Capture leads on the field

network

Capture leads from social media

monitor

Visibility of leads added

files-and-folders

Move leads through the process

remote-access

Easy access to all customer correspondence

technological

Single click to access all docs

top-three

Highlight top performers

explain

Analyse sales cycle and time

Improved Visibility over the Process

Visibility to Give You Insights

Never Forget a Sale Call or Follow-up

The action point process and chat function ensures you don't miss an interaction with a potential customers

View leads in the summery panel, based on the stage in the sales cycle

Track and Reward Performers

View lead generators - See the engagement and conversion ratio for leads generated

View lead converters - Understand conversion ratios vs loss ratios and cycle times.

Cascaded view of leads from individual - team - enterprise

Leverage Technology to Drive Sales

Allocate leads based on capability and workload
Allocate leads based on geographical location and distribution
Mobile app to capture leads from the field
Integrate to social media platforms
Capture leads from trade fairs and exhibitions - Excel upload
Email and SMS alerts to the leads
One glance dashboards
Gamifications to drive performance