Sales View

Lead Creation

Traditionally marketing and sales drive the majority of lead creation within a business. ViewPointCRM can integrate with your website, mobile applications, email marketing applications as well as back office systems to help automate the generation of leads.

But leads can come from many places within a business, not just from within sales and marketing departments, so we’ve made it easy for anyone with access to ViewPointCRM to have the ability to raise a lead for the sales team to qualify and move forward.

Nurturing Leads

Email marketing continues to be a highly-effective tactic for lead nurturing — and the personalisation of those emails tends to produce better results. There are many ways to personalise emails to improve your lead nurturing strategy. You can send triggered emails when a visitor completes an action such as downloading a whitepaper, clicking a link, visiting certain pages on your website, or demonstrating a high level of engagement. Integrating ViewPointCRM with email marketing tools such as MailChimp can take your nurturing of leads to another level.

Qualifying Leads

Lead scoring is a common methodology implemented by sales teams to prioritise leads based on their sales readiness. This can be a reasonably subjective metric where the lead scoring is carried out by sales based on a study of their profile, previous purchasing patterns, business relationships and their behaviour towards your products or services via your website and email marketing campaigns.

Furthermore, lead scoring helps sales teams to customise their approach based on the lead’s interest and the sales stage. Lead scoring plays a vital role in increasing the efficiency of the sales team where they initiate conversations only with the leads that have a higher lead score. Also, when your sales team engages with leads that have a higher lead score, there is a better chance of converting them into customers with minimum follow-ups. This in turn will increase the revenue of your business. ViewPointCRM has tools that your business can utilise to streamline and improve your lead qualification process.

Managing Pipeline

Successful businesses create and track customer and prospect opportunities in their sales pipeline. And the best way to do that is with ViewPointCRM, which allows you to track your information by month, quarter, or year, tracking all the relevant data with none of the endless, repetitive spreadsheets. And with ViewPointCRM, you can see the sales value and closure rates for potential sales and then analyse the results to help you manage and, most importantly, continually improve your sales pipeline.

ViewPointCRM offers a real-time view of your sales pipeline via the Pipeline View, showing performance against target on a monthly, quarterly and annual basis. This can be at an individual or team level meaning you can quickly see how your teams are doing against target as well as drilling down into individual leads and quotes. You can quickly move your pipeline up and down your sales funnel with a simple drag and drop function, saving your sales team hours of work in spreadsheets.

Quotation Management

One of the foundations of any good CRM solution is its ability to automate repetitive tasks. This makes every salesperson’s job easier and also helps to reduce human error. By building your quotations directly from ViewPointCRM, you can avoid the very costly manual data entry errors.

Even if you’re already using a tool that provides quoting automation, pulling all your customer information into a unified workflow creates opportunities to streamline sales tasks further. ViewPointCRM’s Quotation View is a fantastic module for your sales teams to produce detailed product quotations, with built-in margin approval workflows and a professional looking quote for your prospects and existing customers.

Lead, Pipeline and Sales Reporting

Whether you’re a salesperson, a sales manager or sales director, ViewPointCRM offers an easy to use Reporting view that can produce lead, pipeline and sales reports that can be set-up and scheduled for whenever you need them. You’ll even be notified when they’re ready to view and these can be exported easily to other tools if needed.