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Win More Business

Clarity’s Sales Management helps you to analyse your quoting history, closure rates, win/loss reasons, star performers, best marketing campaigns and your
biggest-selling products. It’s completely flexible in the way it presents information. Personalised dashboards and reports let you analyse how your sales processes are operating and help you to close down opportunities in your pipeline.

Key Features

The Activity module links campaigns, calls, meetings, quotes and orders to your sales and marketing activities

  • Drill into each activity to see details of conversions and KPI measurements
  • Evaluate trends and headlines at a glance

Get answers

  • Analyse enquiry and quote information
  • Find out conversions numbers and values
  • Analyse conversion projections

 Personalised dashboards for easy analysis

  • Manipulate and filter your data to see the information and reporting you need
  • Save your dashboard view for next time and retrieve it at the click of a mouse
  • Segment your sales opportunities and understand your deals with the Pipeline tool

 Win/Loss Analysis

  • Understand the reasons for your sales
  • Analyse your successes

What Does this Mean to You?

Maximise Your Sales Activities

  • Use information to improve your sales processes
  • Using win/loss analysis, understand and then focus on where your business really thrives
  • Identify unlikely deals in your pipeline
  • Focus on high probabilities and minimise dead-end sales costs

Get Full Visibility of Your Sales

  • Answer the big questions, like how many enquiries? How many conversions?
  • Find out the value of conversions and conversion projections to understand how your sales are performing

Take Control

With all of this at your fingertips, you’re in control of your sales pipeline

You can get visibility of your entire sales pipeline and understand where to concentrate your sales efforts and budget.

Clarity CRM gives you confidence in your sales decisions, helps you to get your sales process right and make more money