Sales Force Automation
Sales Territory and Lead Management:
Territory Tracking, Assignment, and Lead Routing
|
 |
|
 Effective sales territory tracking and assignment, as well as lead routing, are the hallmarks of an efficient sales organisation. But at many companies, sales managers rely on spreadsheets, or outdated homegrown software, to track and assign leads. As a result, they waste countless hours doing data entry work when they could be focusing their efforts on increasing sales. They also have a higher error rate for managing this critical—and many times contentious process.
NetSuite CRM+'s lead management lets you manage your leads and prospects from the first capture to close of sales with efficiency and integrity. With NetSuite CRM+, sales managers finally have the tools they need for the day-to-day management of leads. Additionally, NetSuite CRM+ makes it easier for managers to re-align territories according to the changing needs of their organisation. |
|
- Automated lead processing and sales territory management eliminate the need to drill down into each individual record, saving time, money and energy.
- Leads are assigned based on the business rules you set, eliminating conflict over which sales person owns which lead or territory.
- Instant e-mail notification increases chances that sales reps will follow up with customers quickly, leading to better service and more closed deals.
|
|
|
|
- The powerful lead routing engine enables you to set up complex business rules—according to multiple criteria, including geography, product area, vertical industry, or timing—then apply those rules to your territories.
- Leads can be captured automatically from your Web site, via online forms, imported from purchase lists, or entered manually.
- Activity reports provide productivity analysis of all sales interactions, including phone calls, tasks, meetings and notes.
- Territory re-alignment options enable you to re-assign territories when sales people either leave or join your company.
- E-mail notification ensures that sales reps are given new leads in real time, decreasing lag time when following up with customers and shortening sales cycles.
- Automated mass updates of leads and territories enable managers to make changes on a global level.
|
|
|
|
