Sales Management Portal
Higher goals and better results everyday
A powerful sales portal to boot your sales
Problem statement
Context: In the dynamic world of B2B sales, efficient collaboration and deal management are crucial for closing deals swiftly and effectively. Sales partners need a digital space where they can seamlessly set up deals, collaborate, track progress, and manage the entire deal lifecycle until closure.
Scenario: a sales manager looking for a digital sales room that facilitates setting up deals with sales partners. This platform allows both parties to collaborate in real-time, share documents, communicate, and track the progress of the deal from initiation to closure. The tool integrates with existing CRM systems, provides progress tracking dashboards, and includes features for secure document sharing, task management, and automated reminders.
Features
Morning Review
Real-Time Updates: Offers up-to-the-minute sales data and feed so that user can have an overview of the status and things to do as soon as loved in.Clean and clear notifications and updates yet meticulous.
Dashboard
Design for scalability to handle increasing amounts of data and users without performance degradation. A scalable system can grow with the business needs.
Use data analytics to offer personalized insights and recommendations based on user behavior and preferences.
Create And Assign Task
Tasks are organized into lists or categories (e.g., "To-Do," "In Progress," "Completed") for easy tracking.
Due Date Reminders: Automated reminders are sent as due dates approach, helping users stay on top of their tasks.
Deals and Prospects
Faster Deal Closure: Reduced time to close deals, by improving the the sales cycle and cutting down the number of interaction steps.
View all deals and connect to the right tasks and team or edit and early document the deals and prospects.
Integrations
Various apps like gmail, documents, zoom are integrated and connected to the tasks to ensure swift accessibility.