sales workflow

1. Generate Marketing Campaigns

Marketing campaigns, in addition to their implementation budgets, which are costs, have sales objectives such as the number of leads, the number of customers, the number of opportunities, the value of the opportunities, and the value of the opportunities' margin. Knowing how much we spent on the marketing campaign and what is the margin of the sales achieved as a result of the marketing campaign, we can calculate the profitability of the campaign.

2. Set Objectives for Sellers

Sellers can have value objectives, such as total sales value, and total margin, but also numerical objectives, such as the number of clients or number of activities (calls, meetings, visits, etc.) for certain periods of time. Sellers can be grouped into teams to track teams achievements.

3. Set the Catalog of Products or Services

In order to make sales, we must set our portfolio of products or services as well as their purchase cost and the selling price or prices if you have several levels of partners. In this way, knowing the cost with which we purchase the product and the selling price, we can calculate the margin with which we sell. For the calculation of the cost and of the selling prices, Perfect CRM uses sets of coefficients with which all the supplier prices can be multiplied at once. For example, if we do not want to enter the accounting cost for each product, but we still want to know the margin with which we sell, we can set a generic cost coefficient for each supplier with which to determine a calculated cost for the products, a cost that we will use in the margin calculation. For sales prices, we can also use sets of coefficients for each supplier with which we can multiply the suppliers' prices for all products at once. In this way, we only have to import the products with the supplier price, the rest of the cost and price calculations being done automatically. If we use Perfect Inventory, the calculation of the product cost can be done automatically from the input documents of the products.

4. Make Quotations

You can make customized quotations in several currencies simultaneously for your customers. If you use several currencies, the system will automatically make subtotals for each currency. For each item in the quote, the profitability will be calculated both as a percentage and as a value. Quotations can be tracked over time as Opportunities/Deals. The exchange rate can be frozen or not.

5. Transfer Perfect Shop Orders in Quotations

Orders from the Perfect Shop can be used to generate new opportunities/deals. If the orders are paid in Perfect Shop, the opportunities/deals will automatically be marked as won. Also, orders from Perfect Shop can be copied into quotations from Perfect CRM, can be modified, sent to the customer, and then tracked as opportunities/deals. For example, when the product unit price in Perfect Shop is too high and the customer would like to order 100 pieces but would like a lower price. Or, for example, when one of the ordered products is not in stock and the customer agrees to replace it with another model. In these cases, new orders are no longer needed. The existing ones are transferred in quotations and modified. This is very useful, especially in the case of B2Bs to reduce the sellers' workload. The customers are instructed to place orders in B2B and if the order needs to be modified, it is taken over by the seller and modified in the quotations module according to the discussion with the customer.

6. Manage Your Opportunities

In the opportunities module, you can follow the evolution of opportunities/deals generated by sellers from quotes or orders using multiple opportunity pipelines and multiple opportunity evolution steps. An example of steps can be, Telephone conversation, Visit, Offer, Contract.