Sales Force Automation
Effectively manage and track your sales opportunities.
Sales Pipeline Management
Manage and track your sales opportunities to effectively prioritise your sales effort. Sales Force Automation means you get visibility of your sales team’s pipelines right through the sales process.
You can create sales opportunities showing the value of the deal, set and update the probability of the sale and also add weighted values. As a result, our intuitive CRM system will help you create more accurate forecasts and close more leads.
Keeping You On The Ball
All the information your need at your fingertips so you’ll never miss another sale.
All In The Detail
View your sales pipeline at a glance and drill down for the full picture.
Within each sales opportunity you have the option to break it down into detailed ‘Opportunity Lines’. Therefore, you can separate out different products that you might be quoting on, and differentiate service elements that might be charged at another rate.
Our Opportunity History features lets you keep a record of any changes made to an opportunity. So the changes and transactions are logged in the Opportunity History, giving you a full record of any alterations made to the opportunity.
Customising your SpotlerCRM is simple and you can create your own settings to determine the steps of your sales process. You can add as many stages as you like, accurately reflecting how you manage your sales pipeline.
User Permission Levels
If security is important, you can set up differing CRM permission levels and control who has access to your data. Allocate your CRM user to a User Group and User Profile to determine what level of access each has to your company data.
Forecast Reports & Custom Charts
Our CRM software includes a powerful report writer dedicated to producing sales forecasts. The Forecast Reports feature means you can create detailed forecasts, reporting on your sales pipeline. You can sort the report by probability, weighted and unweighted values and also by your sales groups.
Our Custom Charts lets you create your own dashboard widgets and view your sales progress at a glance.
We are a small organisation so the fact that we could discuss exactly what we wanted meant a lot to us.
Jacquie Burnside, Destination North Coast NSW
What is Pipeline Management?
A sales pipeline represents the defined stages and steps that make up a sales process. Often depicted as a graphical chart, it helps sales teams drive deals to closure.
Pipeline management is the tracking and management of this process, helping sales managers and their teams keep on top of where they are at any one time. Keeping track of a single lead as it moves through each stage of the pipeline is relatively easy. But when you are managing multiple leads and/or have a complex sales process, a defined pipeline is needed to make sure nothing gets forgotten.