The ability to perform sales tracking is a very important aspect of CRM (Customer Relationship Management).  For example one can track a sales in this fashion (also know as the pipeline).

• Unqualified Cold Lead
• Qualified Prospect (Requirements known and fits our qualification process eg has the finance)
• Consultation with a decision maker at the prospect level
• Demonstration of product or services
• Proposal prepared and delivered – first close attempt
• Verbal Order  (agree in principle to go with our product or service)
• Signed Contract
• Post Sale Follow-up

By following a defined sales tracking process one can instill some uniformity and quality controls amongst the sales staff. Such a sales tracking process aids and assists in generating very accurate sales forecasts.

Sales tracking using the Advantage CRM system will yield many benefits such as:

• Increase Revenues
• Increase Sales Person Productivity and Performance
• Improve Sales Tracking Precision
• Perform a detailed sales aging report by sales rep.
• Provide Faster Sales Lead Distribution to the Field
• Provide Management with an exact snapshot of how a sales is progressing
• Track Sales Leads Through the Sales Cycle
• Optimize Communication With Prospects
• Increase sales and market share
• Increase Sales Persons productivity by 35% and more
• Measure the Value of Marketing's Lead Generation Programs

As you can see the sales tracking component of Third Wave Advantage CRM provides many tangible benefits. Let us show you how Advantage CRM can work in your sales environment. Contact Byron Cooke-Tonnesen at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or phone Byron on (011) 463-6871.