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Best Practice Methodology and Workflow

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Salesnet is unique in that it is underpinned by workflow technology that crystallizes and manages all of your selling activities. Each activity is mapped in the system with outcome and result gates that manage the progress flow between activities. Salesnet comes preconfigured with default workflows, but usually companies implement their own industry best practices or adopt a third-party selling methodology. Luckily Salesnet is completely configurable, from the activities, to the results and outcomes, to the actual user interface -- so you can make it your own. And Salesnet is completely customized by mouse clicks, not code, so you don't need a truckload of expensive consultants before you can start selling. Beauty is more than skin deep though. You can modify live sales process steps, and deals that haven't got to that step will follow the new process, and historic deals remember the old, unmodified process -- and deals that are actually in the modified step will continue as if nothing changed. All process configuration and user interface changes are also automatically carried through to Salesnet Secure Offline so your users always have the same user experience. And you can customize Salesnet processes for different users, roles, positions, channels or products. Now you can have your cake and eat it too.

Why Is This Feature Important for CRM
The ability to define and reinforce a selling methodology enables companies to replicate success sales and rapidly scale organizations.

The Salesnet Difference
Salesnet is the only system with activity-based workflow -- that's why we have a patent pending on it. It is the only online system that allows companies to manage process down to individual activities, rather than just high-level milestones. Imagine a GPS system that only showed you towns, not roads -- you'd keep getting lost. You don't expect it from a GPS system and you shouldn't from a CRM system. That's why we have it in every Salesnet edition. Activity-based workflow is the only way to make business more repeatable, and Salesnet is the only company to have it: Everyone else's workflow is just skin-deep or non-existent.

Business Benefits
Drive business that is more efficient, effective and profitable.
Use workflow to enable the majority of your sales team to perform like your sales leaders.
Use workflow reports to gain proactive insight into how your team is performing.
Gain valuable insight into why your deals are won or lost, rather than simply the outcome.

Key Product Features

Create workflow processes to define your selling approach, guide and track your sales team.
Configure win/loss, result and outcome fields and mandate their use to get a complete picture of your business.
Create custom user-interfaces for different individuals, roles or groups of users.
Assign deal probabilities to each step to automate forecasting and reporting.
Add robust custom fields to each process to track information and calculate opportunity values.
Use the auto-task feature to automatically generate specific to-do lists for each workflow step.
Dynamically move or skip steps because deals never go according to plan in real life.
Assign permissions and access rights to ensure the right people are using the right processes.


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