Insight for Sales StrategyMBAWare
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Xapsys CRMXapsys
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Related Products
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About
Insight for Sales Strategy easily adapts itself to the specific steps involved in closing a sale for your company's products. Accounts can be entered or imported from your contact manager or CRM system. Each account can then be tracked through each step in the sales process to determine its precise status as it moves from a lead to a prospect to a closed sale. Multiple accounts can easily be prioritized to determine prospects with the greatest chance of sales success. The sales pipeline can be exported into an Excel-compatible spreadsheet. Insight for Sales Strategy helps you review each account to determine its probability of success. In addition to tracking the account status through the pipeline, the salesperson can assign each prospect with a contract value (made up of individual product charges), the status of any required reviews within the customer's organization (e.g. financial, legal, etc.) and an overall probability of closing.
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About
The growing CRM for Sage and Xero. Empower your sales team in minutes, nurture your customer relationship and grow your business, the easy way. Contact management. In minutes, all your contacts are imported from Sage and synchronized both ways with Xapsys CRM. Instantly find your contacts thanks to a powerful search engine, or simply filter them by company type, account manager or city. Create new companies with different currencies, tax rate, price band and assign them to the account manager of your choice. Save time with the “find on maps” widget which will populate all known fields from a company´s name. Sales pipeline. Easily manage and track your sales opportunities to prioritize your work effort. With a few clicks, move your prospects from one stage to the next as you progress the deal. Opportunity statuses can be customized to reflect the steps of your sales process, together with the certainty percentage you typically experience for each stage of your sales funnel.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
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Audience
Sales teams seeking a solution to manage their sales pipeline, prioritize sales leads and remove roadblocks to sales
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Audience
Cloud CRM for SMEs with integrated accounting at the core : Sage & Xero
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
$229.95 one-time payment
Free Version
Free Trial
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Pricing
20 GBP / user / month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationMBAWare
Founded: 2014
United States
www.mbaware.com/product/insight-for-sales-strategy
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Company InformationXapsys
Founded: 2015
United Kingdom
www.xapsys.co.uk
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Contact Management Features
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
Lead Management Features
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Sales Force Automation Features
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
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