Creating Customer Database in Sales Contact Management Software

Sales and contact management are two business activities that make a company succeed or fail. When your business has as many as possible contact details of prospective customers and leads, it earns more chances to sell the right product or service to the right customer. But if the contact base is rather small and your pipeline leaks right from the first phases of the sales process, your business gains fewer revenues and shows lower performance. Sales contact management software can help you make your business high-performing and succeeding. It lets optimize the full spectrum of sales activities - from lead generation, opportunity analysis and activity management to account management, CRM and sales analysis.

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Sales Lead and Opportunity Management

Your business success depends greatly on how quickly and effectively your sales reps can manage and monitor contacts and prospective customers. A complete process of tracking and managing prospects needs to be in place in order to allow your sales personnel to pursue leads and opportunities and never fall through the cracks. This process ensures faster and smarter collaboration, which means higher staff productivity and greater pipeline visibility. And one more thing is the ability to close more deals faster.

The process of managing leads and opportunities can be carried out with help of CentriQS sales contact management software. CentriQS provides your personnel with a single place to keep contact information, update prospect profiles, track milestones, and record every deal-related interaction. Even if your sales reps are distributed across different locations, they can access the database over Internet and collaborate in real time with any continent and time zone. Contact information, sales opportunities and prospect profiles are available for the entire team, so it becomes easier to track deals and communications. Sales management becomes effective and your business gain higher revenues.

Account Management and CRM

Sales management becomes even more effective when there is a 360-degree view of each customer and contact provided to your salespeople. Everyone from your Sales and Marketing department gains deep and relevant knowledge of prospects and accounts. Your business is enabled to reach better collaboration and foster stronger, long-lasting customer relationships.

In CentriQS database, you can keep and manage all information on your customer accounts. The Accounts view gives you a complete picture of each account, including contact details, current and closed deals, paid and pending invoices, and more. The software helps in creating a unified face of your clients, so it becomes possible for your business to understand gaps in CRM and improve the quality of the customer relationships. Every step in the buying cycle can bring you higher efficiency since your sales personnel is provided with full data on each customer. As a result, the quality of customer service along with the degree of customer satisfaction gets enhanced.

Self-Organization and Activity Management

An ability to arrange and manage daily tasks and activities in a purposeful manner personally and without external help makes salespeople self-organized and highly committed to the work they're assigned to. Self-organization skills help reps understand how to do things better. Your business saves and wins much when each salesperson is self-organized and committed to demonstrating higher performance.

However, in order to stay self-organized and coordinate their activities, your reps need a kind of activity management tool that could allow planning and tracking their todo lists, schedules and appointments. For example, they can use CentriQS software that features the Tasks view for managing tasks and the Scheduler view for managing schedules. Both views provide a complete activity management solution that supports real-time user collaboration, task prioritization, automated alerts, job scheduling, reporting, and other features. CentriQS enables your staff to be more committed and organized to provide customers with prompt attention and excellent service.

Sales Data Analytics and Dashboards

A thorough analysis of sales data lets you determine how successful your company's sales forecast is and how best to take corrective and improvement actions. Your sales department needs to mine and monitor all information on deals, accounts, contacts, leads and purchases in order to discover better CRM opportunities and provide a more accurate forecast of what customers want.

CentriQS as Sales Contact Management Software

CentriQS gives you a full perspective on the sales activity of your business. The software uses OLAP cubes to provide consolidated views of data. For example, you can use The Sales Analytics view to gather and analyze sales-related data in pivot tables. You can evaluate leads against pipeline phases, assess sales opportunities against win-loss metrics, measure profits generated per account, take the pulse of market demand, and much more. The sales contact management software allows you to report on expenses and revenues of your sales campaign and monitor staff performance. Dashboards let you display sales data as spreadsheets and graphs on a single screen.

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