Have you ever been surprised by a sale scheduled to close that got bumped into next month? How about a sales forecast for $50,000 that came in at $15,000?
Learn more about our development tool: WisePlanner Sales Forecasting
Have you ever given a great lead to your best sales rep – only to come back a week later and find out that nothing’s been done with it? How about a new lead from an existing customer who hasn’t paid for their last purchases? Have you ever had a marketing campaign where no one could tell you how successful that campaign has been?
Sometimes the most valuable information you can get out of your CRM system isn’t about what did happen – but what didn’t happen. An opportunity that has not been followed-up on. A customer who has stopped buying from you. A product that hasn’t sold in weeks. A campaign that has had no results this month. By the time someone utters those fateful words “Whatever happened to . . . “, it’s almost always too late.
Perhaps you need a tool to function as an “invisible assistant” who can aid in all your company’s business activity monitoring needs 24/7 365 days a year. Many companies today have invested in tools that can provide real-time access to critical business performance indicators, to improve the speed and effectiveness of business operations which in turn, can save money, time and prevent missed opportunities. One tool that can perform such functions is Sage Alerts & Workflow.
Make the Most of Your Leads
Storing opportunities in your CRM application is important; keeping watch over them and taking the right action on them is even more important. Alerts & Workflow automatically does the watching and acting for you – whether it’s emailing a manager about critical changes to an opportunity, texting your mobile about a quote due to expire, or scheduling a call regarding a pending sale.
Alerts & Workflow keeps on top of your leads – and the campaigns they came from. New lead? Auto-respond to the client with product info. No follow-up in a week? Alert the sales rep. A campaign running over budget? Notify the CFO and generate a cost-to-revenue analysis report on that campaign.
Alerts & Workflow auto-monitors everything related to support calls, from response time and product issues, to overburdened staff and delivery promises. These kinds of conditions – or “inactivity monitoring” – is precisely what Alerts & Workflow does, so your staff doesn’t have to.
Furthermore, whether individually or jointly, Alerts & Workflow is an enterprise-wide solution encompassing ERP, HR, help desk, document management – monitoring and responding to conditions in all your business solutions.
Contact a BAASS representative today to learn more about Sage Alerts & Workflow.
