Sales Force Automation OpenBOX Business Suite

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Randolph Phillips
7 years ago
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1 Sales Force Automation OpenBOX Business Suite Connecting People, Data & Applications

2 Agenda OpenBOX Business Suite Key Benefits Problems / Needs Product Features Case Study Summary

3 Sales Force Automation OpenBOX Business Suite Typical concerns of Sales Personnel in the 21st Century How to keep track of leads to minimize lost opportunities How to improve the opportunity management and forecasting process How to identify and focus on the most profitable opportunities How to share best practices and jump start new recruits How to enhance the productivity of the sales force

management and forecasting process How to identify and focus on the most profitable opportunities

4 Key Benefits OpenBOX Sales Force Automation Complete view of customer in one-place Increase sales effectiveness Maximize opportunities Identify opportunities to focus on Powerful process automation and forecasting Leverage cross-sell sell and up-sell opportunities

opportunities Identify opportunities to focus on Powerful process

5 Key Benefits OpenBOX Sales Force Automation Assign leads automatically Plan activities and tasks Enable team oriented, process driven sales Wireless access Easy acceptance and shorter learning curve for sales reps Part of a complete CRM solution

process driven sales Wireless access Easy acceptance and

6 Focus on OpenBOX Sales Force Automation OpenBOX Sales Force Automation helps you manage the complete sales pipeline, close more sales, and speed up the sales cycle. Prospect Qualify Develop Propose Close

7 Features OpenBOX Sales Force Automation Includes: Leads Management Account Management Contact Management Activity Management Opportunity Management Unparalleled reporting from any field Quote Generation Post Sales Activity Management Schedule cross-sell sell / up-sell activities

Management Unparalleled reporting from any field Quote Generation

8 Edgy Bobbles is a new jewelry manufacturer who has launched a line of costume jewelry for teens. Their customers are small women's boutiques and a few major distributors throughout the United States. The goal of the sales department is to contact these retailers and a encourage them to stock their merchandise. Identify Lead Sources Gather Leads

Their customers are small women's boutiques and a few major distributors throughout

9 Merge Customer Lead Sources Gather and merge leads from all sources: Web leads Opt-in / Opt-out marketing Contacts from Trade Shows, Expos, Seminars In house list of contacts e.g., Contact list in CRM database

marketing Contacts from Trade Shows, Expos, Seminars

10 Entering Leads

11 Leads Management Automatic lead distribution to sales reps Create Lead Rules Schedule initial activity and frequency Promote qualified leads Identify Lead Sources Gather Leads Promote Qualified Leads Assign Leads to Sales Reps

frequency Promote qualified leads Identify Lead Sources

12 How to automate distribution Automate Leads Distribution by: Creating lead rules. Identifying duplicate leads. Assigning duplicate leads to specific sales reps Assigning default sales reps

13 How to create lead rules Create lead rules to assign work to specific sales reps based on multiple criteria: 1) Industry 2) Geography 3) Demography 4) Your choice

14 How to Schedule Activity Automatically create and schedule activities for reps while assigning leads to them. Activity is linked to the lead automatically.

15 Promoting a Lead Status As a lead becomes more Qualified the rep can promote its status The status of a new lead changes to Promoted

16 Promoting a Lead Status Once a lead is Sold, it reflects as a New Account

17 Account Management Complete view of an Account Managing contacts Adding notes for self or others Flag for inclusion in marketing activities Schedule next steps Identify Lead Sources Gather Leads Promote Qualified Leads Create / Schedule Activities, Manage Contacts Assign Leads to Sales Reps

Schedule next steps Identify Lead Sources Gather Leads Promote Qualified

18 Complete view of an Account The complete information of an account. (You decide which tabs to include.)

19 Contact Management The contacts of a lead / account reflects in the CRM database with the linked activities, opportunities, notes etc.

20 Adding to campaigns The Sales rep adds a subscription to contacts that will include them in an campaign like a monthly newsletter, product announcements etc.. This helps increase cross sell and up sell activity.

21 Entering notes The Sales rep adds notes to help with future activity or other employee interactions with the customer.

22 Scheduling future activity The rep schedules activities for the accounts and sets reminders. Calendar provides chronological view and status of daily activities, tasks.

23 Opportunity Management Identify and manage opportunities through different pipeline stages. Know what your pipeline is worth at any point. Filter your sales funnel based on sales probability. Improve forecasting accuracy. Determine where to focus, to meet your numbers. Fully customized Work Flow Identify Lead Sources Create / Schedule Activities, Manage Contacts Gather Leads Promote Qualified Leads Assign Leads to Sales Reps Create and Identify Opportunities Forecast Sales Revenue

24 Creating a new Opportunity Create opportunities at all stages in the sales pipeline. Specify expected revenue and close date, probability, add notes etc.

25 Quote / Invoice Generation Automatically generate quotes / invoices for clients. Create reusable customized quote / invoice templates. Print, , and save the generated quotes / invoices. Identify Lead Sources Create / Schedule Activities, Manage Contacts Quote Generation Gather Leads Promote Qualified Leads Assign Leads to Sales Reps Create Opportunities

26 Creating Templates for Quotes Create a new template. Reuse the template for creating a new quotation. Modify the template when required.

27 Create a Quotation Sample Quotation for J.C. Denny

28 Forecast Sales Revenue Run forecast reports for an individual sales rep, a sales manager (and the team), or the entire sales force. Identify Lead Sources Create / Schedule Activities, Manage Contacts Quote Generation Gather Leads Promote Qualified Leads Assign Leads to Sales Reps Create and Identify Opportunities Forecast Sales Revenue

29 Forecast Sales Revenue Comprehensive Forecast report for sales managers.

30 Forecast Sales Revenue Drill-down forecast of each member or manager in the sales team.

31 Turn into Customers Schedule delivery or installations Notify appropriate departments Plan post sales activity and follow up Plan cross sell or up sell activity Trigger post sales activity such as thank you cards etc. Identify Lead Sources Create / Schedule Activities, Manage Contacts Quote Generation Sale goes through. Customer win Gather Leads Promote Qualified Leads Schedule Delivery Post sales support Cross Sell, Up sell Assign Leads to Sales Reps Create Opportunities Forecast Sales Revenue

32 Scheduling post sales activity

33 Planning post sales schedule

34 Plan marketing activities related to post sales (cross sell/up sell) s Sales rep sets a reminder to make the dealer part of the spring release of products.

35 Reuse templates to save time and effort. Triggering future activity Triggering thank you s to customers.

36 Features OpenBOX Mobile Sales Extends OpenBOX CRM to the field, provides mobile access to critical ical business information. With OpenBOX Mobile Sales the field sales personnel can perform the following tasks - Enter and update account/contact information Create and edit notes Plan activities Update opportunities Receive and send s Query the database and run reports

37 Summary OpenBOX Sales Force Automation OpenBOX Sales Force Automation increases lead conversion rate Shortens the sales life cycle Improves the productivity of the sales force Generates comprehensive reports and queries for management Integrates with other OpenBOX modules for a complete CRM solution

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