The Prospect Management System, or “The Board,” is a visual tool that coupled with a set of selling behaviors is designed to drive sales results. All too often, sales teams struggle to evaluate and project growth, because opportunities in the sales cycle are not clearly defined or tracked.
Accurately Forecast Growth
Based on the DEI-sales methodology, The Board integrates seamlessly with your CRM system and displays prospects based on data-driven classifications (e.g., “First Appointment,” “Info Gathering,” etc.). This display provides instant feedback to your business development team about new opportunities and tracking where each one is in the sales cycle.
Keep Sales on Track
The Board helps keep sales discussions with prospects on track, because it becomes the focal point for future sales meetings. Far less time is spent talking about non-essential issues and more time spent on isolating on critical success factors for each salesperson. The Board builds personal responsibility with each team member’s success, as it simultaneously, tracks organizational success in a meaningful and realistic way.
For more details about The Board on Salesforce.com's AppExchange, click here.