Any sales management requires sales planning. We design the planning system in collaboration with your sales management and controlling, starting from the information input and walking you through the design of planning templates and the planning process. Central questions address the appropriate details (products and customers) and involvement of the employees. In addition to sales figures, the sales plan also addresses necessary initiatives and related resource allocation.
The sales plan is implemented by executing individual sales contacts. Contact management tools facilitate and control the preparation, implementation and documentation of individual customer contacts. It is a working tool for the sales force, which enables management of sales processes in line with defined targets. It is a standard functionality of CRM systems. Together with your sales organisation, we build the process that will then be supported by CRM.
The topic of sales reports is a broad one and usually subject to personal preferences. Standardisation provides a uniform framework for deviation management. A drill-down system, from the dashboard through to customised ad hoc reports, ensures that the sales organisation is fully informed, that reporting is proportionate to the scope but not out of control. Key information concerns deviation from the sales plan. We support you in designing the dashboard and in configuring the standard reports.
The deviation management module concerns the sales meetings and one-to-one meetings with the sales representatives. We ensure the correct types and frequencies of meetings and high efficiency with the development of a standard agenda and a template for task management.