Methodology

Administration vs. sales management

Traditional CRM software is very much focused on the administrative and logistical aspects of sales management: contacts, calendars, tasks, templates…

Centralizing this data is essential, but sales teams settling for sales force administration run two major risks:

  • The perception of Salesforce as a mere “policing” tool.
  • Sales reps confusing “going through the motions” and actually working their prospects.

Integrate the methodology with the tool

Modern sales methodologies insist on the permanent optimization of the sales process. SalesClic facilitates their implementation by Salesforce users:

  • Sales pipeline stages are clearly visible and optimizable.
  • Key indicators are displayed directly in the pipeline.
  • Sales reps are guided by their historical performance.

SalesClic thus enables an immediate assessment of the sales pipeline and promotes its continuous optimization.

Generalization of best practices

Salesforce usage is rarely uniform in a sales team, and diverging sales practices end up impeding sales analysis and forecasting.

SalesClic displays key indicators directly into the sales pipeline (as opposed to ad hoc reports), thus favoring the generalization of best practices in the team and revealing internal coaching opportunities.