Your sales manager have a lot to accomplish to keep your business on the path to profitability. They have to establish sales objectives, build forecasts, implement sales and marketing programs, develop representatives, and meet quotas – probably from the field. These are organized, mobile professionals whose success relies on accurate, efficient collaboration with customer management, inventory, accounting, and HR functions.
The CBOS solution works from end-to-end across the whole sales pipeline. From the moment a quote is submitted to after a commission is paid, every process is managed and every piece of data is recorded. Managers gain visibility into timelines, inventory, rep activities, and up to date sales reports. And from a single point of entry, information populates each next step in the sales process and infuses the system with the data they need to plan, measure, and close.
CBOS Features designed for Sales Managers
- Customize instant sales, pipeline, and invoicing dashboards and reports
- Manage Sales Opportunities
- Sales Forecasting
- Manage sales rep tasks with a “day at a glance” calendar and task offerings
- Lead import, management and follow-up tracking
- Simple commission runs for sales force
- Full integration with CRM, inventory, orders, accounting, and payroll functions
- Inventory reports readily available for sales reps
- Mobile dashboards
- Document and file management
- Field-level security and role-based access