Monitor And Manage The Sales Pipeline - Coordinating A Distributed Workforce - San Francisco, CA
Monitor and Manage the Sales Pipeline


[image] "Perhaps the highest risk area is managing the sales pipeline and ensuring that sales goals are met. Insight gives executives, sales managers, and sales representatives easy to use lead management and pipeline reporting resources that enable you to also understand the state of your sales pipeline, the likelihood of acquiring a sale, and the cost of acquiring any given customer."
- Ron Franke, CEO Work Informed®, Inc.

Insight's unique approach to sales lead management not only provides easy to use sales lead and pipeline management tools, but places the sales process into the overall work management process giving you true cost control and activity related risk management.


Insight's Sales Lead Manager benefits:
  • Focus on ease of use and usability with quick access to information and priority focused presentations.
  • Simple lead capture, assignment, and management.
  • Sales team views for better pipeline management and visibility.
  • Robust prospect and contact management.
  • Track the cost of acquiring specific customers and supporting existing customers.
  • Email prospecting and ability to attach documents from a master document repository.
  • Easy management and cost analysis of marketing activities, such as trade shows and advertising campaigns.
  • Smart phone quick action Gizmo's
Sales managers and executives gain the benefit of sales pipeline visibility and analysis and an easy way to manage sales force activity. Further, only with Insight will you be able to better manage sales leads and activities, and, be able to monitor your costs of acquiring specific customers so that you can better judge the potential profitability of that customer and perhaps provide a more accurate proposal. Once acquired, you will be able to monitor the cost of supporting that customer.

Sales representatives gain the benefit of fast access to the information that they need to focus on to move the sales process forward. Insight's Sales Lead Manager provides simple prospect organization and contact management, flexible sales lead list management, and reporting.

Marketing managers and marketing staff gain the benefit of Insight's work flow facilities to better and more simply manage marketing activities and related costs. You will be able to more easily and effectively manage marketing events such as customer and sales events, trade shows, advertising campaigns, and product release management, to name a few.



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