Legrand CRM manages your sales opportunities

Legrand CRM provides a structured approach to managing your sales opportunities. Your first step is to configure the system by specifying the distinct phases that exist in your sales cycle. Once that is done you can manage and analyze your sales opportunities.

Information

The following information is available in a Sales Opportunity record:-

• Core data fields - Company, Summary description (1-line), Sales Status, Notes, Estimated revenue, probability, date created, estimated close date, Account manager, 2-user definable fields (e.g. Territory and Product Category). Of course, all of these fields can be redefined to meet your specific needs.
• 3rd party link - A sales opportunity can be linked to a 3rd party organization. For instance, this could be used when you have distributors, resellers or external consultants that might be involved in a sales opportunity.
• Marketing Link - a sales opportunity can be linked to the marketing activity that generated the opportunity. This enables you to measure the results of your marketing campaigns.
• Stage Notes -you can keep separate notes for every phase in your sales cycle.
• Activity Notes -a list of all the Activity Notes linked to this sales opportunity. Any Activity record that relates to this opportunity, irrespective of whom the activity was with, should be linked to the sales opportunity. This enables you to monitor the progress that is being made on the opportunity.
• Tasks - keep track of all the Tasks that are related to this sales opportunity. Set new Tasks for your colleagues and monitor how existing tasks are progressing.
• Progress, Regress - at any point in the sales cycle you can Progress, Regress or Close Off a Sales Opportunity. Whenever there is such a change the system automatically creates an Activity Note to record the fact that there has been a status change. This allows you to monitor the progress of an opportunity and measure the time each opportunity is taking through every stage of the sales cycle.
• Closing Off - at any point in the sales cycle you can Close Off a Sales Opportunity. When closing a sales opportunity you must specify the outcome (Won, Lost, No Sale) and the reason.

Analysis

Not only can you quickly produce a graphical analysis of current sales opportunities, you can segment this analysis by Account Manager and/or by either of the two user-fields that are at your disposition. The resulting graph can be exported to Microsoft Word with a single mouse-click. Sales reports have never been easier to generate!

Still, analysing current sales opportunities is not enough. Much can be learned from what has happened in the past.

By capturing the outcome of every sales opportunity Legrand CRM Software enables you to analyze past sales opportunities. You can compare the Won/Lost/NoSale outcomes over a period of months and segment this analysis by Account Manager and/or by any of the user fields. For instance, this can be used to compare the Won/Lost ratios for every sales territory in, say, the last six months. If you are looking for that alternative business software crm solution which is used in over 17 countries, is easy to use, powerful, and extendable then call us now for a free trial.

"It appears that LeGrand CRM was designed with one goal in mind; create a quite powerful Sales Force Automation tool that is very easy to use. This application would have to be the easiest of the packages to use and navigate."
Technology & Business Magazine, Australia, October 2002, reviewing ACT!, Goldmine, Maximizer, Legrand CRM and Oracle.com