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MS-CRM Visual Sales Management
Programming
Concepts, Inc. (PCI) offers our MS-CRM Visual Sales Management
tool providing a comprehensive visualization
application designed for use by sales personnel. Visual Sales
Management provides summaries for sales executives as
well as detailed views for account representatives.
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Coming Soon: |
Customer Service Management |
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Accounting
Management |
Typical Visual Sales Management views showing Sales Performance is provided in the following
figure.
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Slide
Presentation
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The presentation show how to
navigate within Visual Sales Management and provides details
of comprehensive visual services. |
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Architecture
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MS-CRM Visual Sales Management is a hosted application.
PCI's Visual Sales Management integrates into your MS-CRM application.
It is started within MS-CRM by selecting the Visual Sales
button on the left menu bar from the MS-CRM Sales screen menu.
Programming Concepts, Inc. built the Visual Sales
Management Tool based on a product called webHeatmaps(r).
PCI licenses this technology from
NeoVision
Hypersystems, Inc. Note: PCI developed
webHeatmaps(r) for NeoVision Hypersystems, Inc. |
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Cost |
There is an initial setup fee and a monthly access fee per
user. There is no minimum sign-up period. Reduced
rates are available for one year contracts and number of users.
Contact our sales representative to
discuss your application. |
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Benefits/Features |
The
application provides consolidated views of all the information required by Sales
Executives, Regional / Product Managers, and Account
Representatives in their decision making process.
Benefits / Services include: |
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Increased Productivity
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Quick visual summary of sales activity
and drill down to individual sales person portfolio.
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Automatic Monitoring
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The views are updated periodically to
keep the sales manager up-to-date on changes in activity. |
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Easily Expandable
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Any database or real-time field can be integrated within the
system. That means more fundamental data
can be shown through a single, consolidated visual display.
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Consolidated View
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More sales positions can easily be monitored within a smaller
display when compared to the existing systems without the need
to page down or enter additional Account ID’s. Managers can
monitor an entire branch office’s sales status without the need to
key-in each Account Representative's Id.
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Mouse-driven
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The system is mouse driven which allows the Sales Manager to
instantly click on a Account Manager for additional details.
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Intuitive Visual Interface |
Studies have proven that visualization techniques allow
managers to quickly focus on situations that require their
attention among a large set of data. |
Functionality By User
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Senior Management
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Summarizes the performance of office
branches and their sales personnel while offering the capability to
evaluate risk associated with larger positions and view
additional details.
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Branch Managers
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Summarizes the performance of their sales
personnel and offering capability to drill down to other displays for more
details.
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Individual Sales
Representatives
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Allows them to analyze and monitor
individual sales positions grouped by account name, account number,
position size or industry sector.
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All |
Summarizes sales portfolio performance.
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All |
Provides instant access to fundamental and performance
information. |
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