S.M.A.R.T. Specific, Measurable, Action-Oriented, Realistic, Trackable

Organize Sales Funnel:

Organize Sales Funnel:

  • Manage leads to help ensure proper follow up.
  • Entire team can easily build suspects, prioritize status, and assign.
  • Click of a button to convert suspects into revenue generating accounts.
  • Strategy build and plan for accounts long term client loyalty.
Map to Success:

Map to Success:

  • LIVE Marketing Plan that becomes a part of monthly strategies.
  • House Market Volume, Top & Target Account info, Positioning, Revenue & Budget Goals, Competitive Set Analysis, and more.
  • Annual Marketing Plan report with the click of a button in PDF or Excel.
  • Monthly Reporting with the click of a button that is live and can change instantly with market shifts.
Measure Productivity:

Measure Productivity:

  • Real-time overview of where sales time is being spent.
  • Quickly view revenue opportunities by status of Lost, Prospect, and Definite.
  • Calendar view to schedule/organize weekly activities proactively.
  • Guidelines for effective proactive sales efforts.
  • Tips to qualify by market segment.
Track Revenue Results:

Track Revenue Results:

  • Filter to all opportunities to quickly edit and update status and see revenue potential.
  • Live report grids by year provide revenue potential and qualifying info to help prioritize time.
  • Monthly reporting shows total revenue in Prospect Status as well as Closed in previous 90 days.