Sales Monitoring – Providing sales trend information using real time methods allows department managers and business owners to know exactly where they stand at any given moment. We have built several systems with this purpose. They are usually inserted at the purchase point or immediately before the actual accounting function. This “raw sales data” (not balanced by expenses) allows a decision maker to observe trends as quickly as possible. This can make a significant difference in the direction of a marketing campaign. Tweaking the message while in mid-campaign becomes much more possible.
Client Management – In some organizations sales staff are given a large amount of room to perform in ways that fit their own personalities. Many organizations need their staff to perform up to a specific standard defined by business rules (strategic plans, mission statements, policies, etc.). These organizations prefer to have more control over management of their clients. They want them to receive specific types of communications within specific time frames. We have built systems that incorporate these business rules into web based applications that allow the sales staff and sales management to know exactly what types of client communications are occurring and when.