The General Director has to manage 7 subsidiaries, which makes it challenging to keep track of the actual number of customers, business opportunities, and information about employee deals as well as their interactions with customers. Each employee of the subsidiaries manages and stores sales data in separate Excel files, without following a common company format, leading to fragmented data and difficulties in generating reports.
The manager sets targets for the team but doesn’t follow up to see if those targets are being met, including details on which customers or products are driving the sales. To help the team achieve their goals more quickly, the manager should be more engaged in their progress and provide timely and effective support.
Sales primarily rely on memory to track sales opportunities instead of storing detailed information and managing the sales funnel or customer debt collection using a centralized tool. As the number of customers increases, it becomes increasingly difficult for sales to remember all the details for each customer, leading to less accurate touchpoints and difficulties in closing deals.
OplaCRM has significantly improved Tavico's sales management with its Healthscore and Account Journey features, which offer continuous, detailed monitoring of customer status and interactions. The Healthscore provides insights into overall customer engagement, while the Account Journey tracks each customer's progress through the sales pipeline. Additionally, the Sales Pipeline and Kanban View features deliver a clear, structured overview of deals and an intuitive interface for managing sales activities. These tools allow Tavico to efficiently track, manage, and optimize their sales processes, resulting in more accurate touchpoints and better deal closures.
OplaCRM addresses managerial follow-up challenges through its Workspace, Forecast, and Report features. The Workspace provides a real-time overview of team activities and progress towards targets, enabling timely support. The Forecast feature offers insights into expected sales outcomes and identifies key drivers, helping managers adjust strategies as needed. Meanwhile, detailed Account Reports deliver crucial information about customer interactions and sales performance, aiding in KPI tracking and revenue analysis. Together, these tools ensure that managers stay engaged, make informed decisions, and effectively support their team in achieving targets.
The Sales Pipeline feature organizes and visualizes all sales opportunities, enabling employees to track deals through different stages and prioritize tasks efficiently. This structured system reduces reliance on memory and ensures that no opportunity is missed. The Kanban View provides an intuitive, visual representation of the sales process, making it easy for employees to manage and update deal statuses.
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