Plan. Collaborate. Manage

SalesIn4 CRM simply. sales

A Planning Tool

Which clients were you to call, meet or

follow up today?

PLANNING TOOLS

Calendar

Tasks

Leads

Opportunities

Collections

Commissions

A typical sales day can be quite chaotic if there

is no planning .Who did you promise last month

to call today? What was agreed at the Monday

meeting? Did they say I pick the cheque today?

Traditionally the two working tools of the sales

executive are the diary and the notebook- to

record scheduled meetings / follow-ups and the

notebook to jot down the numerous client

requests.

Books get lost, torn or even eaten by the dog!

In SalesIn4 we offer a tool that on a daily basis

prompts you on leads, meetings, follow ups,

tasks , collections ….

SalesIn4: a planning tool geared to simplify the

art of sales.

Sales Leads, Lead to Sales.

How consistent are you in chasing new

business? Does some slip in the cracks…

LEADS MANAGEMENT

Assign Leads

Task

Plan Calls & Meetings

Qualify

Research

View History

Let’s face it leads never come to you at a

convenient time. ..And thus a large number get

lost along the way.

Unfortunately all sales come from leads or

referrals. It is critical that these are properly

managed.

SalesIn4 provides a simple and effective lead

management process where you assign or get

assigned leads online.

The system allows the executive to research,

identify decision makers, call, plan meetings,

email, send brochures and rate cards and assign

tasks to management or production staff……all

on one screen.

SalesIn4: a planning tool geared to simplify the

art of sales.

Remove the Cold out of the Call

Cold calling is one of the hardest things a sales

person has to do or endure. Everyone fears

rejection. Now finally we have a way out…

You obtain a lead that ACME INC are in the

market for Product X, but you hardly know

anyone there. You key it in and SalesIn4

automatically retrieves a list of all the

connections at ACME…, now you know that Ali

Hussein is the MD. (Decision Maker)

You load the contact into SalesIn4 and it brings

up an interesting fact. He is connected to

Kamau your former classmate…. A Referral

Bonus: Not only do you get his contacts but his

photo, details , interests, clubs, hobbies…This

call is not so cold anymore…..

FACT: LinkedIn has over 65 million

professionals in over 200 countries.

What would you rather have 100 cold

calls or 100 referrals?

LINKEDIN INTEGRATION

Company Search

Individual Search

View Common Connections

A person joins LinkedIn

every second

View History

A Tool That Is Persistent On Your Behalf.

FOLLOW UP TOOLS

Meetings

Tasks

Email alerts

Dashboard

Persistence is the key that will unlock doors to

great riches in sales and in all areas of life. So as

not to be a pest it is important to be consistent

and constantly offer value remembering

previous discussions.

Now try that with 40 prospects…

SalesIn4 is a working tool that presents you

with a list of all your current opportunities and

in one screen, where you can create a proposal,

attach rate card/ brochure, review history,

email, record a call, set a meeting or even

allocate a task all specific to one deal.

SalesIn4 engine kicks in and reminds you via

alerts and dashboards, of all the follow-ups and

promises you made

Let someone else remind you to be persistent.

80 % of sales people quit at the first

“NO”, 5% at the second.

And I QUOTE…

It is paramount that in sales quotations be

accurate, validated, approved and easy to

prepare or alter.

SalesIn4 offers a straight forward methodology

of generating quotes, removing the intricacies of

calculations while offering a uniform platform.

SalesIn4 is customized for each client to cater

for their products, variations, pricing, discount

limitations, payment options and quantities.

Unauthorized discounts become a thing of the

past .Discount management and an online

order approval process every quote is

authorized

To keep your work simple SalesIn4 converts the

offer to PDF format, emails it and archives a

copy in the client profile!

QUOTATION GENERATOR

Customized Order Form

Auto generated serial

Discount Options

Integrated Approval

PDF Conversion

A quotation, just like a “slip of the

tongue”, is very hard to call back..

Collections: The Achille’s heel

COLLECTION TOOLS

Calendar Integration

Payment Options

Forecasting

Alerts

Sales directly affect the cash flow of your

business. In the African market more often than

not there is a collection process. The sales

person is usually intricately involved in

managing their clients collections.

SalesIn4 is unique in that unlike other CRMs it

continues to collection after closure. It tracks

Forecasted collections, Follow-ups and Key

dates. The system prompts the executive via

dashboards and email alerts on follow-ups.

SalesIn4 also managers various payment

options such as Payment Plans, X days credit

terms and Periodic Subscriptions. With facilities

to input feedback suddenly everyone is in the

loop.

A forecasted cash flow may then be derived from

the system for the management team.

While Sales is Life, Cash is King…

Sales Team Management

MANAGERS TOOLS

Sales Exec Filtering

Opportunity History

Task Allocation

Daily Calendar

Managing a sales team can be quite a tedious

process, to a point where you forget what the

goal was: Sales!

SalesIn4 has a sales manager’s profile which

simplifies the management process reducing the

weekly meetings to a matter of minutes.

The profile allows the manager to view all an

exec’s leads/opportunities, calls made, meetings

held, emails sent, tasks completed .He /She may

further allocate the executive a directly related

task with a deadline. This eliminates need for

lengthy weekly reviews and meeting minute’s

leaving room for constructive discussion.

Timesheets become a thing of the past with the

SalesIn4 Daily Calendars where the manager

is able to view at a glance where everyone’s

location. The activity graph is a very good

indicator of activity levels.

How do you keep up with your vibrant

sales team …

Who is the Red Hot guy?

EVALUATIONS

Sales Targets

Ranking

Activities

Forecasting

Collections

Performance review is a critical part of the sales

team motivation and evaluation.

It is important to monitor trends not necessarily

to punish but trap and resolve issues before

they become unmanageable.

SalesIn4 promotes self –evaluation by the

executive and real-time monitoring by the

management.

Statistics available include Percentage of sales

target achieved, Ranking within the sales team,

Number of sales activities , Collections Ratios,

Commissions - all grouped by month across the

year.

With this information available to all players

evaluation becomes an open transparent

process.

Sales is a numbers game and

performance evaluation must be based

on trends not instances.

Dashboards &Analysis

DASHBOARD & ANALYSIS

Flash Graphs

Real Time

Drill down

Customized Reports

They say pictures speak volumes and numbers

never lie.

SalesIn4 extensively uses graphs and

dashboards to display the position –past,

current and future of the organizations sales.

In addition to graphs SalesIn4 offers various

analytical reports and tabulations that best

reflect the performance and gaps.

Using animated and interactive Flash charts the

users can drill down through charts to further

analyze data.

Furthermore as part of our installation

procedure we can customize any graph or

report you conjure up!

Pictures speak a thousand words.

Client 360 Zone

CLIENT ZONE

Contacts

Activities

Communication

Documents

Let’s face it the interactions between a

particular client and your organization are

numerous. In between accounting, sales,

marketing and management there could be

four or more profiles/records of the client.

SalesIn4 solves this by constantly tagging the

client through all the processes and

consolidating this into the Client Zone.

This contains all contact details, persons, record

of calls and meetings held, proposals sent,

emails sent and received, documents prepared

,customer complaints submitted and any other

issues to do with the client.

This gives invaluable information to anyone

reviewing the viability of a client . Further

analysis include sales year to date, last date of

contact, last proposal submitted , budget...

How many versions of your client do

you have?

The Power of Mobility

MOBILITY

Intranet

Extranet

Internet Access

Mobile Version

With advent of broadband internet and

Smartphone the virtual office is becoming a

reality. For a CRM to be of meaningful value it

must be available to the user at all times and on

a variety of platforms.

Salesin4 is a web-browser based solution

available across the company wide

network(LAN), branch network(WAN), Internet

Space and the Mobile space.

Sales Management may thus be conducted

offsite and multiple branches in various

countries may use the same platform without

necessarily hosting their information online.

Furthermore with SalesIn4 mobile specially

designed for the iPhone/Blackberry/Windows

Smartphone the data will always be at your

fingertips.

The world is now one big office-A Sales

Office

SalesIn4. 47 Mucai Drive. Ngong Road, Nairobi, Kenya. Tel:+254.20.250.40.49 Fax: +254.20.201.17.36 e: info@salesin4.com http://www.salesin4.com

SalesIn4 Technology & Support