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Sales is all about relationship management, but that typically takes a lot of time. With Wheel of Business sales tools, you can cut down on the time consuming pieces that don’t lead to orders
Lead Management– Get To Real Prospects Quickly
Tees up your leads for fast handling by date-range, user, product, campaign, keycode, territory, or other criterion that you choose. Promising leads can be promoted into quotes, proposals, and opportunities. Once you quote, these new prospects are automatically forecasted.
Tele-Sales – Efficiency Equals Profit
Creates a central pool of calls from which your tele-salespeople draw. Dead calls may be deleted as a group. Divide the calling task into smaller pieces that suit your objectives; use variables like region, campaign, seminar, or product . . . the choice is yours.
Qualifying – Don’t Waste Time or Money On Dead Ends
Make sure you are working with the right leads and prospects by asking qualifying questions, and eliminate those who don’t fit. By automating the question lists in Wheel of Business, you can be sure that the majority of your time and money is spent on those who are most likely to become customers.
Quoting – A Problem No More
Pick up your standard quotation verbiage, select the parts and prices, and drop the pricing into the quote package. Star salespeople can be given password protected authority for greater discounting. Quotes can be linked to distributors for proper credit, and the documents can print in Word or be converted to PDF files.
Automatic Forecasting A quotation automatically generates a forecast. It has the same confidence level that you set when creating the quote, and of course decreases the forecasted value to that same percentage.
Requoting? Just edit the quote, including what changes are needed, and fire it back out again with just a few key/clicks.
You Won The Business? Great! With just as few as one or two clicks you can turn the quote into an order that goes directly into your accounting software.
Proposals – Stacking The Deck In Your Favor
This is just a complicated quote. Set up your best proposals as templates, and drop in the services appropriate to the prospect. You can even drop in parts. Shared credit for the proposal is easy to arrange. Print the documents in Word or convert to PDF files.
Automatic Forecasting Works the same as Quoting
Revising the Proposal? Just like Quoting, quick and easy.
You Won The Business? Quick click to turn it into an order. The order will also show up in campaign reports as a success for the campaign that generated the activity.
Seminars – Balancing Promotion and Facilities
Manage seminar promotion activities and responses using WOB to create a calling program that books attendees, and dynamically adjusts seminar facilities requirements to response commitments. Track RSVPs, attendees, and no-shows.
Expenses – Controlling Who Is Charged, and Who Signs
Assign expenses to particular projects, or even to external clients by line item or expense report. You can even split the cost across departments. Expenses go to the accounting package as a bill to be paid, already approved by management. Of course, accounting still has to cut the check.
Referrals – Knowing Who Helps You Most
When a lead arrives, you link it to the referral. That way, you can identify good referral sources or the program that caused them to give you a lead. HOT leads get appropriate color coding.
Managing Leads – Sort leads to suit your business; urgency, status, starting date, expected close date and product interest are some of the options. Capture the reasons a lead didn’t turn into business for future analysis
Accounting Viewer – Never Be Blind Again
View sales order information by customer, order number, line items, or sales order header, or answer invoicing questions by invoice number, header, line items or by customer, all without asking accounting. Find out what is in inventory.
With Which Accounting System Will It Work? It will work with any ODBC based accounting system and QuickBooks.
Sign up for a free demo to see how it might work for you by clicking on the Wheel of Business logo.
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