Professional Documents
Culture Documents
Before OMS
The company is using standard excel sheets in order to have weekly reports. Every Account Manager updates the excel file each Friday, the Team Leader centralizes the information from all the AMs in his team and sends his .xls file to the Regional Sales Manager. The Regional Sales Managers fill out their reporting sheet and send it to the Sales VP. After that, the Sales VP transmits his feedback to the team.
After OMS
When youre not manually managing things, youre able to be more prepared, proactive, and strategic. Every Account Manager is using OMS to record the Accounts, Contacts and Opportunities. The Account Manager is able to see all the information from his Accounts in this easy to use centralized system. Team Leaders, Regional Sales Managers and the Sales VP have real-time access, with no effort or time invested in centralizing the information regarding his subordinated team. When salespeople use a software to help manage their day, they increase their chances of success while reducing chances that important opportunities will be missed.
Avoiding the unpleasant situation when a prospect is approached by two or more members of your team.
By having all the data regarding the contract`s implementation centralized in each opportunity.
Possibility of uploading documents associated with the opportunities (presentations, offers) all the information is centralized and easy to access online, even on the go. All the information is available in a centralized system and remains in the company even when a team member changes, and it can be easily re-used by the his replacement.
BUSINESS CONTINUITY
A better and a more accurate global view of the sales team`s activity/pipeline that allows you to forecast future trends and company profits.
Management teams can access, in real time, reports regarding their subordinates.
Contact persons can be placed hierarchically in the OMS; the users are able to specify the decision role of the specific contact inside the targeted company. Know exactly who to call in order to complete your task. You can customize various types of reports via our powerful multicriterial Report Generation Tool and save them for later use.
USER FRIENDLY
MOBILITY
OMS is a web based tool - it can be securely accessed from the office, home, or from a mobile device. The access to centralized information will help you better manage your time and better serve customers. This will help you be prepared and organized regardless of where you are working.