Effective CRM solution facilitates business management, marketing, and in particular the motivation of people involved in your company’s sales development.

Your CRM solution can become your virtual assistant, helping to direct traders and marketers to the daily struggles of clients, thus increasing turnover.

One way to help sales people is to steer their efforts toward critical activities. The Atollon CRM solution allows for the creation of a “Sales”  Dashboard, which shows exactly where your sales people stand with your sales opportunities.

The dashboard helps track whether the activities of the company, teams, and individuals lead to increasing sales potential, namely:

• Whether you generate the required amount of interaction with the selected target group
• Whether you identify a qualified demand (and thus generate business opportunities)
• Whether you are actively taking care of identified opportunities (e.g., measured by time since last interaction with a potential client)
• Whether you can arrange business presentations
• Whether you can conclude new sales
• And others

The primary advantage of a Sales Dashboard in a CRM solution is that you can combine a presentation of team achievement statistics with individual tasks statistics at the same time. Thanks to the Sales Team Statistics dashboard, the performance of individual sales people is more transparent. Individual overviews then show sales representatives path toward desirable activities. However, sales reps are not forced to deal with a potential client if the status is indicated as “Delayed.” In this case, clients receive mass communication messages, and your sales reps are able to focus on other potential clients who demand more immediate service.

Within the Dashboard, it is also advantageous to combine marketing and sales statistics, thus allowing you to easily present business results for the entire company. This will allow for greater cooperation and improved competition among team members and across the firm.

Moreover, many CRM systems specifications and reports can be set once, so the importance of system and report set-up and creation is vital, allowing for transparency and visibility across department statistics. Team members can then motivate each other, and the head of trade can then focus on trade development solutions or focus on individual key contracts.

Do you want help with creating the dashboard settings for your business and marketing areas of your CRM solution? Please contact our consultants for help!