Pipeline Management

Salesnet opportunity management is underpinned by patent-pending workflow technology that defines a company's sales methodology and guides individual reps in selling best practices. During each phase of the sales cycle, Salesnet prompts the rep with what activities to do next in order to move a deal along. Salesnet pipeline management uses this to consolidate all of the current activities from all active deals to get a clear understanding of where and how much business is in the sales funnel. Both the sales process and pipeline reports are highly configurable, allowing companies to define their own, multiple processes for selling. Powerful pipeline reporting allows sales reps and their managers to track overall activity through reports, charts, cross-tabs and dashboards. Report history comparisons and chart animations can be used to monitor pipeline changes and activity over time. Users can click on data in charts, dashboards and reports to easily drill-down to the underlying data. Collaboration technology allows sales reps and managers to share pipeline reports, charts and dashboards so they are all on the same page. Managers can roll up pipelines by any criteria, such as individuals, teams, territories or product lines, to get an overall view of sales activity.

Why Is This Feature Important for CRM
Increasing sales predictability is one of the key reasons companies implement CRM. Pipeline management capabilities aggregate active opportunities and allow sales reps and managers to better understand and manage qualified deals, their current status and identify any bottlenecks that may prevent a rep meeting quota.

The Salesnet Difference
Unlike other systems, Salesnet pipelines are based on actual rep activity, not rep gut feel. This leads to the most accurate pipelines and associated forecasts in the industry. Salesnet's powerful, highly customizable reporting engine and dynamic dashboards are second-to-none for placing the information you need at your fingertips and giving you an accurate, real-time view of both the big picture and the details.

Business Benefits