The salsify platform is a platform that contains components that aid in the sales funnel. From recording of leads to documentation when closing a deal. It is a one stop shop for sales and marketers who would like to manage their sales funnels.
Create a list with your clients while at the same time ranking your clients. Have a view that shows your most valuable clients and how to use your client list to maximize on your sales.
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The platform contains features that enable you to view, manipulate and organize your data in terms of your clients and sales team. See who is performing and who is not based on data that is retrieved by the click of a button.
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We have features that can be activated and deactivated based on your preferences in terms of sales funnel. Some features include lead management, lead assigning, time management, team management and many more.
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Manage your sales system in an easy to access dashboard that lets you see as much information as you would like to. Have amazing graphics that will keep your shareholders extra interested in the sales report meeting.
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Live chat capabilities that lets you communicate with your team and clients when need be. Share this feature with your clients.
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Use the technology available at your office every day to make your sales system more efficient. The platforms lets you manage a lead from the desktop or mobile phone if need be.
Read MoreThe platform is a plus for a sales or marketing expert. Some of the benefits they enjoy with the platform are.
Get to manage and visualize all your sales data in a visually appealing dashboard. Get to set and view parameters of the dashboard analytics. This includes appointments schedule, conversion rates and clients view. This enable you have a better picture of your sales process while at the same time let you know who to appraise as you are able to view the best performers in your business by just one click.
Create interdependencies on various data sets in your sales pipeline to enable best management of resources from your end. This reduces redundancies and increases efficiency while at the same time enabling you seal loopholes that let critical resources go to waste. Getting to understand where in your sales pipeline you are loosing resources may increase your profitability and hence when you have salsify you are in good technology hands.
Imagine having your sales manager set a lead in real time, assign a team member to follow up the lead, the team member follows up on the lead reports on it and you are able to quantify the lead. Guess what has done all this a mobile phone. Not through a free application but through an application that you have acquired for your firm for this purpose. The process that would have taken a long and tedious trend is reduced to just a couple of clicks. Your manager is probably using a desktop, your team member in the field, a phone and y9our client a desktop. This system interlinks all of this technologies just for the purpose of sales management.
Never miss that important or slightly important meeting just because you couldn’t know about it from your mess of a communication strategy. With salsify you are able to utilize your computer better in your sales funnel that you are able to prioritize your meetings and follow ups. Assign resources required to actualize the sale, get feedback while at the same time getting reminded about the feedback received. You may need to get another application in our suite to actualize your feedback but this application lets you manage that whole process.
Create and manage your critical documents using the application. When you have salsify you will need to offer, minimal training on your company documents as you only just need to preset them and give them to your team members to use. Documents that are critical to the sales funnel such as service level agreements, contracts, non-disclosure agreements can all be preset in the platform. What your team members just need to do is set the scenario that they are in and the preset document loads up.
Every organization prides itself in creating unique processes such as production, labelling and sales process. With this application create a sales process and follow up on it. What’s more if you already have a tried and tested sales process you are able to collect data on it so that you can make minor changes to it. If you would like to try new sales processes use this application to see where the strategies set work and where they do not work. Collect data to create a sales process that will ensure that your business will always have the doors open.
The salsify platform can be used in almost all the businesses. Here are some examples of how it can be used in this specific sectors.
Insurance firms sell policies. This can be treated as products even if they are documents. This application can be used exclusively by the insurance sector in its sales process as the insurance sector incorporates agents, images and documents. Salesify lets you manage all this, for instance if you have a standard policy document for fire insurance you can preset it on the application so that when your team makes a sale they do not have to go back to your premises to get it. They just preset the clients details and the document is ready.
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When in the business of selling houses, time and company documents are of the essence. You may get a client who will buy a house impulsively, you may get a client who has a million questions. Instead of stressing your sales people when they find themselves in such a scenario. Get an application that makes this to minimize on mistakes that are brought about by human error.
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Some deals that involve large volumes of vehicle’s take place at the buyer’s premise. Having an application that your tram members can carry to go and try to convince a buyer take up a couple of cars is an added advantage. It portrays professionalism and class; this makes the buyer want to be interested in your services. You can also involve the buyer in the process by getting them to download the client side of the app where you can manage your communication.
Read MoreManage your Salesify Company using this bewildering system.
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You don't have to be a tech expert to get up and running with smart finance. We offer a number of helpful resources created specifically for data integration. We’ll work with you to build a complete solution that addresses all your business needs. Plus, we ensure a level of scalability that promotes continuous innovation.