Sales Process Management

Sales Process Management

A cloud-based sales process management software for streamlining unique sales processes and maximizing sales team output. Get sales processes automated within days, ensure that sales agents are free from manual data input and deadlines pressure and each lead passes through specific stages down the sales funnel properly, and close more deals faster.

Flexible sales process to address your ever changing needs

At a high-level the sales funnel workflow needed to sell a service or product are common for any organization and include prospecting, initial contact, qualifying, needs assessment, sales pitch or product demo, proposal, handling objections, closing and follow up. Meanwhile, when you dive into details, no one sales process is exactly the same in different companies. Even more, a well-established sales process can’t stay the same and have to be continuously improved in order to stay competitive.

Workflow management software by Comindware is designed to empower non-technical executives to automate the entire sales process — starting with the prospecting, and initial contact to proposal, handling objections and closing — with drag and drop simplicity. It ensures that all sales are tracked in a single system with complete tracing of the processing history. It also eliminates manual data entry and time pressure from deadlines thanks to timely notifications, and enables central management of all related documents such as offers, contracts and the customer data.

Setup an automated sales funnel to transform the way the sales process is handled to improve customer journey and boost sales team productivity!

Key sales process management features

sales process automation capabilitiesComindware

Automated Sales Process

Have a new, automated sales process up and running within days, not months, and ensure your pipeline stays tight.

  • User-friendly workflow builder for easily workflow setup and maintenance
  • Any number of process steps, both as sequential and parallel
  • Timely and accurate lead routing and notifications
  • Escalations based on inactivity and due dates
  • Full automation and elimination of error-prone spreadsheets/email process tracking
  • Service catalog with configurable KPI’s
sales funnel tracking and reportingComindware

Sales Funnel Tracking and Reporting

Stop using Excel spreadsheets and get full visibility and real-time control over the sales process. Enjoy both execution and control of task flows within a single web-based sales process management tool.

  • Transparency of lead processing flows
  • Tailor-made sales funnel tracking dashboards
  • Notifications and reporting
  • Support for mobile platforms: execute your workflows on-the-go
team communication and collaborationComindware

Team Communication and Collaboration

Improve your team efficiency and performance thanks to a unified working interface for the work group and built-in social collaboration tools.

  • Task and file commenting
  • Searchable discussions with reference to order
  • Document and knowledge sharing in work context
  • Ready-to-use contract approval workflow
  • Integration with MS Outlook, SharePoint and Active Directory
extended sales processComindware

Additional Extensions To Connect

Get a sales process management tool that fits all your business requirements and simplify your work by integrating Comindware Tracker with any API enabled web service.

  • OCR (Optical Character Recognition) services for scanning text documents and converting them into editable format
  • Automatic line matching services for capturing data from scanned documents and automatic form fields filling for further processing
  • eSignature services for proper signing digital documents
  • Financial management software by Comindware and 3rd-party alternatives
  • Outgoing email tracking services for attachment tracking, email open and click status

Powerful and easy Sales Process Management Software you were seeking. Risk-free trial!

What is a Sales Management Process?

It’s important to keep in mind that there are various processes in sales, such as sales process, sales planning process, sales forecasting process, lead onboarding and data entry management process, sales order management process, budgeting, performance review or evaluation etc. 

Sales management process is an umbrella term which, in general, means the coordination of employees and resources for reaching the desired goals effectively. Diving in more details, an effective sales management process includes sales force development, and sales operations coordination, sales techniques implementation, and, doing so, ensure that a business constantly hits its sales targets. There are a number of common sales management methodologies and techniques, meanwhile, at the end of the day,each organization has unique sales management process steps on its way to success on the specific target market. 

When diving into sales automation it is vital to take into account that both leads and clients increasingly require service/product providers to switch for digital communication and quicker services, and businesses can no longer wait to invest in business process automation. It’s time to start the ongoing digitalization process and make sure that technology you choose supports business innovation initiatives when being compatible with IT systems currently in use in a company.

In Cloud & On-premise
Comindware in Cloud
In Cloud & On-premise

Comindware® provides both on-premise and in Cloud deployment options as well as enables flexible transition between these options if needed.

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Mobile
Comindware Mobile Apps
Mobile

Regardless of the device type – tablet, phone or ultra-book – Comindware ensures a fully consistent user experience and operational continuity.

API and Integrations
API and Integrations
API and Integrations

Comindware provides advanced integration capabilities including bidirectional integration scenarios as well as support for both fine grained and bulk export operations – all available through Web Services open API’s and built-in enterprise service bus.

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Comindware Tracker Trial

Comindware Tracker Trial

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