Sales Management Software & Commission Tracking
Sales Management Modules
Drive towards higher sales and revenue with easier access to information and higher visibility.
Manage and retain all of your sales-related data including opportunities, quotes, customer orders and more in one centralized location. Manage flexible commission payment structure and commission-owed records that are generated automatically by customer shipments and other defined activities. Manage relationships with your customers by keeping a close eye on customer satisfaction, sales forecasts and competitive intelligence data.
Commissions Tracking
- Create and maintain a commission payment structure for your sales staff
- Flexibly define fixed or percentage commissions based on customer, customer address, specific product or product type, or other parameters
- Review commission-owed records generated automatically by customer shipments that meet the specified parameters
- Quickly and easily generate accounts payable records for commission payments based on review and customer invoice payment status
Customer Sales Forecast
- Store forecast data by period to set goals for your sales team
- Make comparisons among snapshot versions of the forecast to keep a close eye on your progress
- Maintain initial sales and manufacturing versions of the forecast for future comparative analysis
- Display data by sales revenue and/or manufacturing quantity
Competitor Database
- Create and maintain an easily accessible database of competitive intelligence, including a list of competitors, markets, personnel, capacity, strengths/weaknesses and other marketing data
Customer Satisfaction Overview
- Assess and manage customer satisfaction with color-coded customer satisfaction levels, status notes and account manager information for an easy-to-interpret view
Opportunity Tracking
- Leverage tools that help your sales organizations manage their day-to-day lead prioritization and follow up on sales opportunities
- Manage and track sales leads using a comprehensive view of each customer, including description, salesperson, revenue value, expected close date and more