Tracking system for sales is a sales lead management system based on functionality of Ultimus Adaptive Business Process Management (BPM) Suite.
BPM is more than just a process automation tool. It is also a key component to enhancing Customer Relationship Management (CRM) system. An effective CRM system should do more than just manage your relationship with current customers. It should extend beyond active customers up to the beginning of the pipeline where prospects and leads are acquired.
Prospects and leads need information and follow up communication if they are ever going to become more than just a prospect. Often follow up emails or calls are missed as a result of:
- Poor documentation
- Lack of visibility into the pipeline and customer history
- Inadequate transfer of information between sales members
- Simply, forgetting
An effectively used CRM creates the greatest opportunity to drive customer satisfaction, loyalty, and acquiring of new customers, which in turn increases and helps maintain a steady stream of revenue. The rules, alerts, and notifications that are found in the Ultimus Adaptive BPM Suite can be used by the sales team to set reminders on who they need to follow up with, when, and particularly what about. Moreover, CRM systems which are based on Business Process Management give supervisors and managers the ability to monitor on-stream sales activity allowing them to generate better reports, forecasts, organizational strategies, and appropriate actions plans. /Information from Ultimus blog/
Video on how to manually submit new sales lead to be addressed with a product in Nexum Tracking System for Sales (please, view in full screen mode!):
See other videos on Nexum Tracking System for Sales (Lead Management):
Many Sales Leads Automatically
Cross Selling
Product Change Notification
Some Productivity Reports
Do not hesitate to contact us for further information or to arrange a system demonstration.