Sales Planning & Opportunity Management

“Plans are nothing; planning is everything”. Sales plans and lead management are critical to the success of your team and organisation.

Costs are rising, strong competition is squeezing prices and sales activities are becoming more and more expensive. Therefore, sales managers must be able to focus only on the most promising sales opportunities. As a sales leader, you probably cannot change the way your customers buy, but you can undoubtedly influence the way your team works.

For those reasons, the Qymatix Predictive Sales software offers you two tabs in this view: Cases and Segments.

Cases and Segments allow sales managers with the Enabler subscription type to define and set micro-strategies.

As the name suggests, a microstrategy is a small, targeted strategy to achieve a specific goal.

A micro-strategy is a combination of cases and segments that your sales management recommends to their salespeople.

These micro-strategies enable selected sales opportunities to be seized through automatically generated activities, actions and alerts.

Qymatix Expert Tip: To improve the performance of your sales team, focus on the sales plans and activities with better chances of success.

Do you have any further questions about Sales Planning? We are happy to help!