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CRM Sales Lead Management

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CRM Sales Lead Management provides your sales team with the tools to automate your sales force, maximise existing business and improve management decision making using comprehensive sales analysis, whilst reducing the time taken to produce sales associated documentation. The most valuable asset of any company is the knowledge of its people. Sales Lead Management captures and shares that knowledge, facilitating communication and collaboration. The sales force can easily capitalise on previous successes and learn from failures.

  • View sales forecast timelines by person, company, stage or product
  • View sales and lead opportunities by time, status or product
  • Review buyers decision reasons by success, failure and non-decision
  • Remote working facility to update contact information over a web browser
  • Analyse conversion rates from marketing to prospect to customer
  • Analyse leads by code, source and frequency
  • Sales Order / Invoice processing module (multi-currency option)
  • Export data to financial systems for further analysis
  • Sales order analysis by month, company & sales representative.
  • CRM Sales Lead Management is one module of a comprehensive CRM Sales and Marketing application. Other modules include CRM Campaign Management, CRM Document Management, CRM Task Management, and CRM Contact Management.

    Business information

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    • + Functional details

    • Store multiple key pieces of vital contact information and store all correspondence by contact
    • View forecast timeliness by person, company, stage or product
    • View opportunities by time, status or product
    • Review buyer's decision reasons by success, failure and non decision
    • Analyse conversion rates from marketing, prospect to customer
    • Analyse sales leads by code, source, or frequency, to find the best source of leads and timing
    • Sales order/invoice processing module
    • Sales order analysis showing order margins, and revenue by month, sales rep. or company.
    • Remote function -field sales reps can view and update information off site

  • + Business problem

    Eliminate the possibility of your sales team working with out of date information, failing to chase up leads, or forgetting to contact regular customers at the right time, in the correct way. Minimise your sales administration in this way by streamlining and improving document creation, enabling your sales team to concentrate on retaining and growing your customer base.

  • + Business opportunity

    The most valuable asset of any company is the knowledge of its people. CRM Sales Lead Management captures and shares that knowledge, facilitating communication and collaboration. This allows the sales force to capitalise on previous successes and learn from failures.

    Additional benefits include:

     

  • Better empowerment of staff for improved decision making & higher quality customer relations

     

  • Better informed decision making with lead analysis, buying decision analysis and conversion rates

     

  • Reduced administration time and costs through faster creation of documents, using standard templates & text

     

  • Less administration and document searching,with central document store

     

  • Improved productivity, visibility & awareness with actions, tasks & reminder tracking

     

  • Improved awareness, tracking the quality of sales staff with accurate central contact data. Ideally suited to small and very small companies particularly, who require company wide involvement for all customers and contacts.

     

  • Superb 'enterprise' style system for companies with under 500 employees, or 500 knowledge workers.
  • + Return on investment

    Typically, ROI is achieved within the first year, through:

  • Time savings searching, tracking and retrieving sales data
  • Less time spent generating standard sales documents
  • Better sales information access and collaboration even for sales reps. working in the field
  • Improved contact handling and management decision making.

  • + Competitive advantage

    Basic can replicate data to our 'securestore', allowing us to offer business continuity / disaster recovery options to help companies continue to trade, on familiar datasets, even in unplanned situations as well as having live replicas of data offsite.

    Our complete wrap-around services are ideally suited to smaller companies where there are fewer IT Resources - including the option to have us manage your application for you.

  • + Industries

    Consumer Products Industry
    Professional Services Industry
       Management Consulting
    Retail Industry
       Retail - Direct Marketing
    Wholesale Distribution & Services Industry
       Wholesale - Services

  • + Solution areas

    Retail
       Customer Service
       Sales Management
       Self- Service solutions
    Wholesale Distribution
       Business management systems
    Cross industry
       Business Intelligence
          Sales Analysis
       Customer Relationship Management
          Marketing and Customer Intelligence
          Sales Productivity
          Strategy

  • + Customer size

    Very Small Business (Less than 50 employees)
    Small Business (50 to 99 employees)
    Midmarket Business (100 to 499 employees)
    Midmarket Business (500 to 1000 employees)
    Large Business (greater than 1000 employees)

  • + Languages supported

    English

  • + Countries/regions available for distribution

    Bermuda , Canada , United States

    Australia , New Zealand

    Ireland , United Kingdom

  • Technical information

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    • + Hardware/OS platforms

      AIX 5.2
         IBM Systems: System p
      Red Hat Enterprise Linux family
         Desktops and Notebooks (all brands, including ThinkPad/ThinkCentre PCs by Lenovo)
         Compaq
         Hewlett-Packard servers (incl. Compaq)
         Other non-IBM servers
         IBM Systems: System x
      IBM i
         IBM Systems: System i
      Windows 2000
         Desktops and Notebooks (all brands, including ThinkPad/ThinkCentre PCs by Lenovo)
         Compaq
         Hewlett-Packard servers (incl. Compaq)
         Other non-IBM servers
         IBM Systems: System x
      Windows NT
         Desktops and Notebooks (all brands, including ThinkPad/ThinkCentre PCs by Lenovo)
         Compaq
         Hewlett-Packard servers (incl. Compaq)
         Other non-IBM servers
         IBM Systems: System x
      Windows XP family
         Desktops and Notebooks (all brands, including ThinkPad/ThinkCentre PCs by Lenovo)
         Compaq
         Hewlett-Packard servers (incl. Compaq)
         Other non-IBM servers
         IBM Systems: System x
      Windows 2000 on Integ. xSeries Card
         IBM Systems: System i

    • + Services

      Application Enabling Services
      Business Recovery Services
      Business Solutions: Customer Relationship Management
      Consulting
      e-business Services
      Education & Training
      Geographic Specific
      Hardware & Software Support Services
      Industry Leadership Solutions
      Managed Messaging & Collaborative Services
      Network Services
      Product Support Services
      Professional Services
      Site & Connectivity Services
      Small & Medium Business Solutions
      Total Systems Management Services
      Other Network Services
      Other Services

    • + Storage devices

      Disk Storage Systems
         IBM System Storage DS4000 family (formerly FAStT)
         IBM System Storage Enterprise Storage Server (ESS)
      IBM System Storage Area Networks (hardware)


    Date last modified:    Jul 18, 2013


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    Contact information

    Richard Smith
    0115 940 5000

    Company

    Basic Business Systems Limited
    Brookside Road
    Ruddington
    Nottingham, Nottinghamshire NG11 6AT
    United Kingdom

    +44 115 9405000

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