Vembu SalesDesk

Vembu SalesDesk has been designed to assist sales agents in conducting sales process end to end.

Sales agents are empowered with features to manage leads, potential opportunities and to communicate with them via email. With the help of event and task management features, the sales team can coordinate their efforts and increase team output.

Also sales managers can quantitatively analyze the team performance and outcome of the sales process. These data empowers management to make some of the key business decisions.

Vembu SalesDesk

Features list in Vembu SalesDesk

  • Enhanced new UI
  • Leads, customers and opportunity management
  • Automated lead tracking from other sources like websites
  • Email communication with leads and customers
  • Event and task management options to increase team coordination
  • User roles to match sales team structure
  • An illustrative dashboard with sales pipeline, that pictorially depicts sales progress
  • Comprehensive reports that provide data to analyze sales progress
  • Admin settings to control lead, contact and opportunities assignment among sales agents

Lead Management

Information about people/companies fetched from events like trade shows, seminars and via advertisements, marketing campaigns etc., are considered as raw lead data and are used as input to sales process.

  • Leads can be organized and assigned to sales agents. Sales agents can engage these leads and respond to their queries via email directly from the product
  • Leads can be added manually and also bulk lead-data in CSV format can be imported into Vembu SalesDesk directly
  • Vembu SalesDesk can be configured to maintain custom data about leads
  • Leads can be captured in the product automatically based on customer interactions in your website.
  • When sales-deal with a lead is successful, the lead can be converted to an account, with a single click
  • Duplication of leads/customers can be easily resolved simply by merging them as needed
Lead Management

  • Custom criteria to view specific lead-list can be saved and quickly accessed later thereby saving time and effort
  • Lead assignment among agents can be controlled by admin level settings
Web Forms for Lead Capture

Web Forms for Lead Capture

Given that websites are the one of the first medium through which one interacts with businesses, especially while looking to buy something, capturing leads based on these interactions is essential in increasing sales.

With Vembu SalesDesk, it is easy to capture leads based on information gathered from website visitors. Select the lead details you want to capture and click on the generate button. Include the generated code snippet into your company web page in appropriate places. When website visitors submits the form, Vembu SalesDesk receives the data and creates a lead with the given data. This streamlines the lead generation process by capturing website visitors information directly into Vembu SalesDesk for further processing.

Opportunity Management

Opportunities can be created and managed under leads and existing customers to track the extent of income possible and the progress of sales process. This tracking is based on the size and status of the opportunities which is specified by the sales agent based on his experience with leads or customers. To indicate success or failure in sales effort, opportunities are closed accordingly by sales agents.

By analyzing the collective opportunity data, managers would be able to estimate sales, quantify sales progress, detect problems in sales progress etc… The opportunity data could also be exported as CSV if needed.

Opportunity Management
Account and Contact Management

Account and Contact Management

In an organization, multiple employees may be responsible for procuring various products for their organization’s use. Further these responsibilities may change over time. Also, as these individuals are procuring products for a common organization they are are related.

Take advantage of Vembu SalesDesk’s leads/accounts and contacts’ hierarchy and maintain these relationships in a flexible and unified way. Also duplicate lead or customer information can be easily resolved by simply merging data as needed.

Adding leads to the system is also flexible. Leads may be added manually and this method is suitable for sales agent’s everyday usage. Also data could be imported as CSV which meets a manager’s need of adding data gathered from events like webinars etc…

Custom Field

Some organizations need some business-specific data to be maintained in their lead and customer databases to help their sales team effectively perform the sales process. The custom fields feature in Vembu SalesDesk provides this flexibility. Once the custom fields are configured by administrators, these fields are made available in the appropriate places.

Custom Field
Sales Pipeline

Sales Pipeline

Vembu SalesDesk depicts accurately the real time view of sales pipeline which is very helpful in understanding the sales progress and to forecast revenue. Sales pipeline can be sliced and diced based on lead source, calendar month, sales representative, size of opportunities, conversion probabilities and by company products.

Also detailed reports provide accurate insights into performance of sales agents and conversions. Customizable features to track company specific sales processes effectively are also available.

Task Management

Team coordination is key in a successful sales process. One of the requirements of team management is to be able to assign tasks for team-members. Further team members may also need to add tasks to each other. Examples of tasks include customer-call, customer demo, lead follow-up etc…

Task management feature in Vembu SalesDesk has been designed to allow sales team to effectively maintain and perform tasks on time. Vembu SalesDesk generates appropriate reminders so that agents are notified appropriately. Agents can track their tasks based on status and due-date.

Also in Vembu SalesDesk, tasks may or may not be attached to a lead/account. This makes it flexible to track various types of tasks in Vembu SalesDesk.

Task Management
Events Management

Events Management

Team collaboration is facilitated by events such as meetings, discussions etc… These events are usually maintained in a calendar and shared with concerned parties.

Vembu SalesDesk provides event management feature to Sales team to organize such events and track them. The owner of a calendar can set view/edit permissions while sharing the calendar. As a result there can be multiple admins for a calendar just like there may be multiple organizers for an meeting.

Also, all Vembu SalesDesk users have access to a view which unifies all calendars shared to them and shows events that they have been invited to, in one screen. This helps them in planning their agenda accordingly.

Reports

Reports provided by Vembu SalesDesk has been designed to be helpful to management team in understanding various aspects of their business progress such as lead creation, lead closure (success/failure), opportunity progress, product-wise and agent-wise progress etc…

Further as these reports are all based on current data about leads/accounts and opportunities, management can be assured to be having up-to-date reports at their disposal anytime.

With these data, management team is empowered with knowledge required to plan their strategy.

Reports
Sales Emails

Sales Emails

Organizations have atleast one email address that serve as a public-face for sales conversations and sales-related queries.

Vembu SalesDesk through some simple configurations can be made to act as a tool that sales team can use to receive and respond to sales queries and thereby have active sales conversations with contacts via emails. Also, these emails are grouped as sales conversations allowing sales team access the content in email-thread like interface.

Admin Account & Configurable Settings

While signing up for Vembu SalesDesk, an administrative account is created which can be used to set up Vembu SalesDesk according to business needs. Admins need to invite users who need to access the product.

Functionality of Vembu SalesDesk, revolves around some basic information about the business whose sales process is managed. Examples include products/services offered, emails used for sales conversation, access rights, etc… While setting up Vembu SalesDesk for their business needs, these information need to be configured.

Admin Account & Configurable Settings