A Continuum of Sales Support
Providing the skills, experience, and support you need to grow.
Reporting on Process Ensures Success
With reporting comes accountability, which is why it is critical that you understand which metrics really matter. The data that you capture should be based on your strategy and goals; therefore, the data fields in your customer relationship management (CRM) must be company and industry specific.
The charts below are from Salesforce, a popular CRM for business.
As leads are moved through the sales process, most drop out as disqualified. Knowing who is not interested in your product or service can be as important as knowing who is. This graphic is a summary of the disposition process.
Once you know that someone is not interested in your service or product, the sales process can reveal why. This shows the reason for the lead’s lack of interest, which can also be their lack of compliance with the way that you choose to offer your product or service.
Closed-Won Opportunity Value
Although only a small part of the sales process, these are the metrics that companies care most about. There are typically two values to a closed opportunity; the actual value of the purchase order placed and the value of the customer in recurring business.
Just the Beginning
These steps represent a small sampling of the results you can expect from Top Line Systems.
Every company has specific needs and goals, we look forward to discuss what is important in your sales process.