Have you ever lost track of a lead ? Do you know your lead's status ? Your team's leads ? Can you oversee your sales team's performance ? Pipeline manager will give sales managers and sales reps the necessary tools to manage day-to-day tasks as well as analyse lead flow through your pipeline. The Analysis view of the pipeline stages can tell:
Do you provide the right content to your sales channels to present your brand, products & services ? Do you have the right tools to distribute your content ? Can the sales reps access it right when they are facing the customers ? Make attractive and interactive brand, product and services presentations. Distribute sales best practices, presentations and training material efficiently across your sales channels.
Do your customers understand the necessary financial concepts in order to make the right decision ? Do you understand their needs to offer one ? Do you enable sales reps to provide a differentiating experience to your customers ? Calcative Financial Planner will help both your sales people and your customers. The advisor is provided with a financial planner that takes her through a clear process, gathers the required data, analyse needs, identify requirements and helps configure the solutions.
Explain your customer the benefits she can expect if she bought your product. Show it either as a chart or in a tabular format.
Do you still sign papers when contracting ? Make your quotation process paperless,
use electronic signatures and achieve cost-efficient, automated new business processing
Mobilizing sales is important. A Sales reps best friend will soon be a Tablet. But are tablets fit for data capture ? Electronic quotation processing will decrease data capture errors and will contribute to cost effective proposal processing. Use our innovative form management features (Hybrid input) to make your mobile devices a suitable platform for data capture. This will allow you to use handwriting and voice recognition as alternative input methods to fill form input fields.
Can you involve your mobile sales staff in your sales or customer service workflows ? Our standards based workflow and form engine will provide the right platform to:
Where is it useful ?
Charge your business with push messages, this will make even a geographically distributed organization stay up to date with relevant information. Open up your back-end systems and make your field staff knowledgable and take the right actions. Having timely information will boost the organization's reaction time, shorten time to market, increase account retention, raise impact of incentive systems. Use your PC, tablet or phone to regularly check new events, messages.
Calcative is the platform that adapts to your unique sales channel strategy. It follows the setup of your sales channel topology from the head-office down to individual field sales, whether it is the tied sales force or independent partners. The unique distributed nature provides solutions to B2B information boundaries between the carrier and resellers. Setups can provide the assurance for your sales partners their required privacy, while the authorized information flows effortlessly in both directions.
Make performance measurable, setting targets with proper feedback will trigger the right behaviour. Field sales can check the pipeline and performance indicators to see if they will meet the targets, how they stand compared to their peers and goals. Managers can concentrate on the right people to strengthen the core (middle performer) sales staff.
The simple, sales-centered and intuitive user interface reduces the training period and improve sales productivity. The automatic underwriting rules and paper-free business processes shorten the sales cycle.
The performance of your sales agents can be monitored effectively along the entire sales hierarchy. Financial planning and the integrated prevention processes help reduce the outstanding premiums and the number of portfolio cancellations.
The automatic underwriting rules and paper-free sales processes help decrease the sales costs, while the simple user interface reduces the costs of training.
The financial planning which is focused on the actual financial needs and opportunities of customers can help eliminate miss-selling and also contribute to successful customer retention. As a result of using financial planning the average premium of portfolio increases and the embedded value continuously grows.
Sales, based on authorizations and skills facilitates compliance with legal requirements and, if combined with prevention processes, helps eliminate incorrect or fraudulent sales.
Planning and registration of your geographic sales locations, - if GPS service is available on the device- , makes field work more efficient. If location information is used for monitoring purposes it helps avoid incorrect or fraudulent sales.