How to make sales management more efficient?

For businesses , Sales data is the core data of business expression , Whether it is the management or the front-line sales personnel , Will always pay attention to , Especially bosses and managers , One day for a while , Not for a while .

Boss ： How many clients did you pull yesterday , How many calls have you made , How many are interested , How much are the sales ？

A： I called yesterday XXX A phone call , Yes XX Customers were interested and added wechat , Make a list XXX element .

Boss ： The tasks set every day have not been achieved , Continue today , The number of calls has increased 100 individual , If wechat has been added before and no deal has been made, follow up .

......

This situation happens every day in some companies , Whether it's the boss 、 Managers or salespeople , It's a waste of time , Sort out the data before going off duty every day , Waste half an hour or an hour in meetings every morning , Waste your limited time , And for bosses and managers , Are front-line salespeople really looking for customers , I don't know .

Now , Managers need a simple and easy to operate 、 A sales management system that can make data more intuitive and save time for data reporting , For example, weaving letters Informat, Low code development platform , No technical developers are required , The manager directly bases on the internal situation of the company , Customized development . Although it is said that Zhixin Informat It is a system development platform , But the operation is very simple , Just drag and drop the plates you need .

After using the sales management system , Only the sales personnel need to enter and update information when communicating with customers , And follow up with customers , It will be much easier to report every day , At the same time, we are not afraid of losing customer resources because the information is not synchronized .

Here is a demonstration of how to build the system , Take a simple sales management system as an example ：

First , After logging into the platform, enter the application market and select the template of the sales management system .

Then add the modules you need on the basis of the template , For example, some companies have large sales teams , Group management is required , As a manager, you can add the field of sales group to the sales target , Input and update employee information , Fill in the group you belong to .

Then add a new dashboard and add a new card , That's done , Simple and efficient .

meanwhile , If you have other requirements, you can also add data tables 、 The knowledge base 、 File storage 、 Instrument panel, etc , Easily realize digital sales management .

Weaving letters Informat, Have 38 Species field + Custom field 、11 Pivot views 、29 Medium card , Industry leader , Applicable to all posts in all industries , Those who need digital transformation can go to the official website to experience the free version .