Last week we touched upon Vembu SalesDesk and why it is important for a business to have the right solution to manage its customers and sales information. This week’s installment goes in-depth into SalesDesk and gives an overview of key features and functions.
Vembu SalesDesk is categorized into four major areas. They are:
- Leads.
- Opportunities.
- Events.
- Dashboard.
All four areas are interconnected and can support one another by providing required information to make customer data collection and management highly efficient.
Leads:
- Contains basic customer information such as his/her name, email-id and contact numbers. Additional details such as address, zip code, social links, etc. can be added.
- Customers can be classified as a new lead, hot lead, cold lead or warm lead based on priority.
Opportunities:
This section lists prospects based on the opportunity level and cost.
- When a customer is contacted for the very first time, he/she is a new lead.
- When contacted and shows interest, he/she will be categorized as a prospect/evaluating/contracting.
- If the contacted customer purchases a product/service, then his/her opportunity is assigned as closed-won.
- If a customer is found to have no interest, then he/she is categorized as closed-lost or invalid based.
This section also lists opportunity amount and value of a customer and provides access to the opportunity history of the customer.
Events:
This section is used to manage and monitor events assigned to an employee.
- A employee can be assigned to follow-up on a customer for a sales opportunity. Follow-ups are easily managed using the tasks section.
- You can schedule the time/date and type of event for the follow-up using the calendar.
- Employee events are listed separately under due today, upcoming, missed and completed tasks.
- Access the entire conversation history with customer and make follow-ups effective.
Dashboard:
- This section provides a detailed report on various sales aspects for a time period, such as today, last 7 days, months and specified time interval.
- It also forecasts sales aspects based on collected details.
- This feature also provides information pertaining to the sales pipeline, lead distribution, opportunity size and conversion period.
To learn more about Vembu SalesDesk, visit:
https://www.bdrshield.com/products/vembu-salesdesk/
Feel free to email vembu-support@vembu.com with questions and feedback.
Follow our Twitter and Facebook feeds for Vembu release updates, insightful posts and more.
