Sales actions and activities is the view where the Qymatix Sales Analytics Software lists you the specific steps you have or will perform, including automatic predictive sales alerts.
Activities can be open or closed, depending on whether you or your Key Account Manager have performed it. There are four tabs in this view: open events, all, shortly visited and a calendar tab.
Qymatix Expert Tip: If it is not planned, it will probably never happen.
The Sales Actions & Activities view of the Qymatix Sales Analytics Software is the closest you will get to a CRM. It is not. It only complements our Software.
You can synchronize the list of activities from your existing CRM and use it to understand the actions your sales team is taking.
In sales planning, still, nothing beats a well-organized sales calendar. In the calendar tab of the sales activities view, you can view all the sales activities, identify by colours. From here you can edit them, add new or delete the actions no longer needed.
From this view, you can list your sales actions, add a new one by clicking on a day and edit them (just click on them).
Classifying the kind of sales activities your Key Account Manager is undertaking is relevant for analytics and machine learning. Since there is, of course, no clear cut splitting a typical sales calls from an offer, here are some guidelines.
Sales Call
A Sales Call is the purest form of customer interaction, usually a phone call or an online call.
Sales Visit
We define a sales visit as human interaction. Two or more people, on from the customer side, one from the company side, coming together.
Sales Offer
A sales offer involves a quotation, a pre-order, or a written negotiation about price or similar commercial conditions. This kind of action is usually associated with the latest stages of a sales plan or opportunity.
An Email is an electronic form of communication that does not include a written offer.
What do you do if you are not sure what kind of sales action to choose?
Use the one that makes sense to you and be consistent in its usage. For example, you can use “Sales Offer” only for written sales offers, not prices discussed over a conversation. Once you are clear about this, keep the same definition.
Qymatix Expert Tip: Align your sales representatives, inside sales and marketing teams around the same activities and use consistent sales metrics.
Is there any other funnel or pipeline analysis you would like to have? Contact us; we are happy to help you.
This online manual reflects the functionality of Qymatix Predictive Sales SaaS version 0.7.0. Variations may occur with more advanced versions of the tool.