Optimus will launch the new Optimus dash Sales Manager to the European market at Fespa 2015.
Optimus group managing director Nicola Bisset, said “dash Sales Manager Module contains all information required to assist in planning sales activities, pursuing new sales and responding to customer enquiries instantly. In keeping with the lean ethos, we have ensured that there is no duplication of effort, and there’s transparency of sales activities and customer contact in a simple and easy to use Web application.”
dash Sales Manager includes a dashboard showing the user key alerts of information about the customers and prospects assigned to them. Alerts are colour coded to ensure the priority is clear and correct action is taken.
The contacts within dash Sales Manager include both customers and prospects. Lists are defined and available as a global view for the sales manager or, for the sales staff user. When clicking on an individual record, all information held about the contact is available including note fields which can be completed and activities raised. For existing customers additional information is available with minimal clicks.
Information displayed can easily be drilled down – so for example, if the user chooses an active job, they are able to view the job and where it is in production.
For prospective customers, all organisations, contacts within the organisations and locations are available. If enquiries (estimates) have been sent and not yet ordered, these are displayed to trigger action and follow up.
Organisations, contacts and locations for both existing customers and prospects are available to export to a spreadsheet at the touch of a button, enabling the preparation of targeted sales campaigns.
Sales budgets can be assigned to each customer and prospect and are monitored by customer, by prospect or by sales rep assigned. Monthly budgets are entered with a cumulative running balance available. Actual sales invoiced are viewed against budget with variances highlighted.
dash Sales Manager includes a sales activity calendar populated with activities required.
All activities raised in the calendar automatically update the Optimus Cloud mobile calendar ensuring that reps on the road are kept up to date on activities required.