Managing your Sales Team

Create Dashboards for your team

Display key information which is easily accessible to your sales team.

Using Appointments to manage diaries

Use Appointments to manage diaries, set appointment types and outcomes.

Manage your monthly sales meetings

Use the real time data in Gold-Vision to run your Sales Meetings.

Use Google Mapping

Ensure your team is planning their visits and working effectively.

Automate the sales process

Reduce administration and increase efficiency by creating reminder alerts and automated follow up activities.

Monitor activity

Use recent events to monitor the activity of your Sales Team

Teams & security

Allow users to only access accounts and opportunities related to their role by setting the security level.

Set targets

Create targets for Sales, Appointments, Leads or Activities.

Standardise documentation

Create standard documents for your team to use.

Create Homepage Dashboards

Create Homepage dashboards for your team and make them public - this will help to make sure everyone is working from the same data.

This homepage dashboard includes lists of My high probability Opportunities, My pipeline chart, lists of My Prospects and My Customers.

dashboard

The Dashboard is then made public.

Members of the Sales team can add this Dashboard and it will display their data.

In this example we have added a Sales Forecast chart and Sales Pipeline chart to a new dashboard called Sales Dashboard:

Lists can also be pinned to a Dashboard.

Filter your list, click the Favorite tab, give the Favorite a name and select Pin to Dashboard, select the Dashboard and click Save

See the Dashboards for more information.

Diary Management

Configure Appointments to record the following information:

Appointment type, Outcomes, Follow up, Meeting notes, Reports.

appointment

As the manager you can see your Team's appointments

diary

And also filter by the type of Appointment

An Appointment summary report can be run - from the Appointment menu: view attendees, notes, follow up activities and opportunities:

report

See the Admin Helpsite for more information about screen design.

Use Gold-Vision in your Sales Meetings

Use Dashboards as a focus for your Sales Meetings:

sales

Using Gold-Vision for your Sales Meetings saves time when preparing for the meeting, no need for everyone to produce spreadsheets and send them to you prior to the meeting. In the meeting click through to segments of a chart or click on individual items on a list and update records as you go along.

Use Google Mapping

Use Google Mapping to view the location of Accounts or Leads. This view shows the Accounts for the A team:

This can help plan the allocation of Leads/Accounts, to create the optimum route for sales visits or see who else is nearby when planning routes.

See your Administrator or Mapping for information on how to do this.

Automate the process

For example: Create automatic follow up activities for Opportunities- with realistic due dates.

In this example - when an Opportunity for New Sales is created, an activity to schedule a demo within 7 days is automatically created:

alert

Reminder Alerts

Use alerts to remind the sales team to follow up an Opportunity

In this example when the Estimated close date is imminent (ahead by less than X days) and alert if fired to remind the owner of the Opportunity to follow up:

alert

See your Administrator or our Admin Help Site for information on how to do this.

Monitor Activity

Use the Recent Events area to monitor activity for your team:

activity

See Dashboards for more information about creating Charts and Reports.

Teams and Security

Your Accounts might be global but your Opportunities don't need to be.

For example the security level of this Opportunity is Team:

To see who can see the Opportunity select Security from the Details menu:

Note: The field called Security might need to be added to your Opportunity screen - see our Admin Helpsite or your Administrator for more details on how to do this.

Set Targets

In the Admin Console, create user targets for Sales, Leads, Appointments or Activities.

These targets can then be used in the reporting area in lists such as Forecast, Leads, Appointments And Activities:

This chart shows the 'Company Sales Target' and Open and Closed Opportunities

See our Admin Help Site for more information about setting targets.

Standardise Documentation

One click to create Word templates from a Quote.

quote

Create a word/PDF or email

template

See your Administrator or our Admin Help Site for information on how to do this.