WiseLeads helps in sales tracking
WiseLeads is a sales tracking tool included in WisePlatform, designed to monitor the progress of leads and sales activities.
WiseLeads enables sales tracking on a per-salesperson basis, provides a summary of sales, and tracks lead development.
The systematic approach and management of the sales process are crucial for overall sales success. The structured sales process significantly affects forecasting future sales. By implementing a plan, it ensures that salespeople focus on the right activities at every stage of the sales process.
Sales processes vary based on the company's operations, and no two companies' sales processes are identical. Therefore, the sales process should be tailored to each company.
WiseLeads - provides sales summary and salesperson-specific tracking
Facilitating personalized sales management and lead development as integral parts of sales and customer relationship management.
In WisePlatform, the sales tracking tool operates in a tabular format. Lead progression is described by moving the company forward in the table until the deal is won or lost. Along the way, various activities and notes can be logged for the lead.
The sales tracking tool shows at which stage each customer is in the sales process. At a glance, it also displays the activities undertaken with each customer.
The tool provides a summary of estimated amounts for deals at different stages and the values of offers. The view can be shared or specific to each salesperson.
The sales tracking tool provides an easy way to see at which stage each customer is in the sales process.
Since sales processes vary among companies, the sales tracking tool in WisePlatform allows each company to tailor the content of their tracking table. This enables the creation of operational models that serve the unique business and goals of each company.