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    Sales Force Management

    Manage sales force and their activities to ensure your opportunities and leads are converted in revenue.

    Honeycomb®ERP Sales Force Management empowers the sales force, executives, and management with sophisticated functions. These functions give a business an opportunity to completely focus on customer life-cycle thus increasing sales revenue. It helps you in accurately tracking all business opportunities and close more deals in less time. Additionally, you can identify bottlenecks in the sales process in advance; thereby effectively utilize existing customer data for future cross-selling and up-selling opportunities.

    Honeycomb®ERP Sales Force Management affectively improves sales management. The sales manager, rather than gathering all the call sheets from various sales people and tabulating the results, will have the results automatically presented in easy to understand tables, charts, or graphs. This saves time for the manager. Activity reports, information requests, orders booked, and other sales information will be sent to the sales manager more frequently, allowing him/her to respond more directly with advice, product in-stock verifications, and price discount authorizations. This gives management more hands-on control of the sales process if they wish to use it. Salient functionalities are given below:

    Sales force automation

    • Identify and assign a role or multiple roles for each team member (executive sponsor, product specialist, and so on) as per your organization structure.
    • Manage user profiles and field-level access to the users· Control the access to modules according to the user's roles·
    • Assign different security level for each member to provide access to the appropriate information.
    • Allocation of area/products/services to sales Business  generated by each sales person
    • Create a team for each account or opportunity as well as default sales teams by rep.
    • Define sales quotas for each sales rep and territory. Set sales pipeline targets for inside and channel sales.
    • Number of visits conducted and calls made by each sales person
    • Leads provided and business closed analysis for each team member
    • Archive the login history of each user for better auditing

    Activity Management

    • Assign task to your sales team
    • Coordinating customer-facing activities and events
    • Track tasks and activities
    • Schedule joint meetings
    • Set up activity templates for frequently or automatically assigned tasks.
    • Schedule and set reminders for appointments and other activities for yourself and for other members of the sales team users.
    • Publish calendars for shared resources such as company or team activities.
    • Set custom alerts and rules (big deal alerts, at-risk deals, and so on) to automatically notify individuals of critical business events.
    • Maintain a historical record of all activities (complete and pending) related to an account, contact, or opportunity.

    Territory Management

    • Easily plan, define, administer, analyze, and change sales territories with multiple hierarchical levels to match your sales organization.
    • Capability to override territory assignments to sales managers to retain ownership of old accounts in case of change.
    • Set up lead queues and lead assignment rules to automatically route leads to the right sales organization and sales rep based on territory.
    • Manage the roll up of information across territories based on role hierarchy and your organization's sharing model.
    • Set up your territories and assignment rules to support complex configurations as per organizational structures that are typically used for regional, industry, channel, or product overlay groups.

    Customizable Forecasting

    • Global, customizable forecasting capabilities to give clear visibility of sales funnels and pipelines.
    • Accurate, timely forecasts of revenue and customer demand help sales increase pipeline, close more deals, bring higher profits to the company, and align expenses with revenue growth.
    • Forecasting also gives companies critical visibility into future product and service demand trends for better business planning.
    • Generate accurate, up-to-the-minute sales forecasts to give everyone in your organization a clear, reliable understanding of near-term events so they can focus their resources accordingly.
    • Use any forecasting methodology you choose and view sales pipeline data by timeline, manager, territory, individual sales rep, product line, product unit, expected close date, and more.
    • Roll up sales information across multiple sales regions and up any number of levels. Drill down for a closer look at the details behind the numbers.
    • View forecasts that are automatically and instantly converted into each user's default currency. Managers and corporate executives see forecasts in the default corporate currency irrespective of the currencies assigned to underlying opportunities.
    • Break down fiscal years, quarters, months, and weeks into non-traditional periods based on your company's financial planning requirements.
    • Measure the accuracy of sales forecasts by analyzing deviations between forecast and actual.
    • Override forecasts from direct reports by changing the amount, expected close date, or forecast category without the knowledge of direct reports, to ensure confidence in forecast numbers as they are rolled up.
    • Maintain complete forecast history to track critical changes made to forecasts.

    Reports and Dashboards

    With customizable reports and dashboards, sales managers and executives have instant access to the real-time data and analysis they need to run the business. Easy-to-use sales analytics tools help managers analyze sales pipelines; perform win-loss analyses, and more. Dashboards pull it all together, providing instant access to a consolidated, real-time view of sales data.

    • Customized and Packaged Reports:    Over fifty packaged reports for everything from leads to accounts help you discover the wealth of information contained in your data. Create your own customized reports to analyze specific needs for your business.
    • Reporting and Charting Tools:    Create and customize reports on the fly and produce custom, highlighted charts with easy-to-use wizards.
    • Real-Time Dashboards:      Get an at-a-glance overview of the current status of your business, with benchmarks and critical metrics from sales, marketing, service, and more. One-click data refreshment ensures you’re always working with the most up-to-date information.
    • Customized Dashboards:    Set up multiple, customized dashboards so that everyone gets exactly the information needed depending on their roles and responsibilities. Easily and securely distribute dashboards when you need to share data, and highlight critical information and exceptions for quick identification. Set a schedule to automatically email up-to-the-minute dashboards to individuals or groups.
    • Win-Loss Analysis:    Identify the key issues that are costing you sales deals, and stay on top of past and emerging competitive trends.
    • Pipeline Analysis:    Easily perform segmented, historical, and rolled-up pipeline analysis for insight to help shape your business and drive it forward.
    • Custom Report Formulas and Highlighting:    Create mathematical formulas to aggregate and perform calculations on raw data within and allows exporting to spreadsheets for detailed calculations.  

     

     

     
     

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