Workstream Sales Management Automation Program (SMAP)

The Workstream Sales Management Automation Programme (SMAP) automates your end-to-end sales management process – from tracking and monitoring activities and performances of your entire sales team to prospecting, closing and post sales follow ups.

Customize & Automate Sales Processing
integrating your Sales Leadership and Front-line Staff

Are you having trouble cross selling? Are you struggling with the effectiveness of sales front line staff? Is your Sales Management experiencing difficulty developing the leadership effectiveness of your sales staff? If so, you need the Workstream SMAP.

WHY USE THE WORKSTREAM SMAP?

• Focuses on daily activities and performances of your entire sales team – from front line staff to middle management to senior management.
• Provides leadership effectiveness – By monitoring sales behaviors and activities throughout the sales management process.
• Brings discipline to the entire sales and sales management process – all activities are brought together under a strong process driven programme. Anyone can sell – if they follow the SMAP. Strong lead generation processes are embedded directly in the application – planning, client profiling, closing the sale and referrals.
• Boosts sales effectiveness with information delivered across the entire organization.
• Provides a way to cross-sell across retail products, and cross sell across channels. We cover all your channels as well as all your segments from high net worth, through commercial and corporate segments.
• Provides a Q&A driven process that gives your sales team a powerful technique to generate more sales and prospects and manage them.

FEATURES AND BENEFITS

• The Sales Management Application establishes a sales waterfall workflow between your business leaders and the front line staff.
• Instant access to information via Daily Plan v Action and Performance reporting, automated calculation of performance and activity targets and variances provides the necessary information required for the development of an effective sales strategy.
• The Daily Call Reports allows your calls and site visits recorded and graphically represented so you can track performances and provide quick responses to variances.
• The Daily Sales Pipelines allows you to plan anticipated sales before month end and work on a proactive basis to eliminate any impending issues.
• A series of available Dashboards provides an instant pulse check on your channels to track sales targets and performances.
• By producing the Prospecting Opportunity XNC report on daily, weekly, monthly, yearly timeframes the Workstream SMAP provides you with more and better prospects.
• By compiling Client Analysis information and generating reports on QNA and forwarding active leads daily to your front line, the SMAP provides you with more and better conversations with contacts.
• The SMAP Integrates all your Sales Management activities on all levels into one common coordinated effort leading to increased sales.