Sales Pipeline Management is invaluable tool to help you manage your contacts, clients and customers.

The sales process can be lengthy and complicated and trying to manage this can be difficult if using pen and paper or disparate systems. SPM provides a simple way of both integrating your sales pipeline with your Pegasus Accounts solutions, and giving you sight of all your leads, contacts and their history and sales, whilst reducing the need for re-entry and therefore errors.

SPM allows you to build an accurate picture of you sales pipeline including value, likelihood of closing, customer, owner, contact, referral type, sales type and area and using the reporting ability of XRL it is possible to analyse this against other areas of the business.

Once a prospect becomes a customer SPM easily converts the details into an account that can be worked upon immediately and for example convert quotations into orders in SOP. And using the remote access users can make amendments and check details of accounts and sales whilst on the road.

In order to maintain control of your contacts, customers and a view of the sales pipeline of your company SPM provides a clear and simple method of management.

For further information why not download our information sheet or email our product specialist or alternatively call us on 01626 206290.