Slide shows the importance of CRM and how can we do create a great Sales Engineering Process. These features are very basic. Do check and share.

1. Why should
we use CRM?
Software@Work

2. Software@Work
Plan and execute marketing campaigns that generate demand for your product or
service.
Capture those leads through a variety of channels including your Web site.
1. Generate More Leads
Top Search Terms Leads by SourceCampaign ROI Lead Quality
• Set up auto-response emails
-”Thank you for your interest”
-Your trial information
-Event details
• Set up lead assignment rules
-Geography
-Company size
-Product of interest
Digital Marketing
Email Responses
Website
Inbound
Outbound calls
Legacy List
Exhibitions
Tradeshow
Lead Capture

3. Software@Work
2. Optimize Sales Process, Prevent Deal Leakage
We can create a very tight loop of lead to sales follow up.
We can set a qualification criteria for Lead and Opportunity
Converted Leads by MonthLead by Status Lead Conversion % Top Sales Reps
My Open Leads
Duplicate Leads
Working Leads
Established
Leads
Qualified Leads
Open
Opportunities
Presentation
Proposal
Negotiation
Conversion
Deal Won

4. Software@Work
3. Track Activities
Proper track of Activities indirectly increases Sales.
We can track our activities, team’s activities and overall organization-wise
activities through CRM.
Inside Sales BDE Sales Managers VP/CEO/Stakeholders
My Calls
My Follow Ups
My Reminders
My Calendars
My Leads
My Calls
My Follow Ups
My Reminders
My Calendars
My Open Opportunities
My & Team Calls
My & Teams Follow Ups
My & Teams Reminders
My Calendars & Meetings
My & Team Open Opportunities
Sales Manager Activities
Sales Managers Meeting
Company Activities

5. Software@Work
4. Reports & Dashboards
Stakeholders, Managers and Executive always need a quick report.
We can set Dashboards and Reports for everyone in CRM
Closed Activities by MonthOpen Activities Meetings Held Most Open Activities-Rep Wise
Top Search Terms Leads by SourceCampaign ROI Lead Quality
Month-to-Date Trending Closed Business by Month Top Sales RepsTop 10 Deals
Converted Leads by MonthLead by Status Lead Conversion % Top Sales Reps

6. Software@Work
Ready to speed up your Sales?
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