There is a switch of the revision date with the positions "Today", "Tomorrow", and "The day after tomorrow" in the projects list. It indicates when you will need to keep in contact with the client next time. It is very important to indicate the revision date and time in the project card.And, probably, change the project status.
After every contact with a client add a comment to the project with the contact summing up.You may adjust them by yourself but by default the application is set to the following stages: When developed the project passes a number of stages.Make a separate project for every new client in the organizer.The only thing left for you to do is to create a sales order, add the necessary products therein, accept the payment, give the products to the client and set the "Completed" status of the order. In the most simple case these are the processes with a short cycle when a client found you by himself and wants to purchase your product or service. The program allows you to automate various business-processes of sales.
#Nano sales manager trial how to
Principle of operation How to arrange the sales in the application.
Creation of the sales orders, printing and sending the invoices and delivery notes to email.Controlling the amount of the maximum credit on products for every client.Clustering the clients according to the credit status, types of prices, types of discounts, ABC-class, fields of activities.Estimation of the products requirement taking into account the minimum and maximum provisions, the level of re-order and purchasing rate.Tracing the stock on hand taking into account the reserves and the income estimates.Keeping the product catalog with the photos.To automate more complicated selling processes use the projects in the "Organizer" module as described hereinafter. Thus, the sales funnel visually demonstrates you the stages where you lose the clients. The lowest part of the pyramid illustrates the percentage of the clients who have purchased your products and passed all stages. The form of pyramid corresponds to the efficiency of your work at each stage of selling. Each part of the pyramid is a percentage of the clients being at one of the stages of the selling process (introduction, presentation etc.). The sales funnel is a diagram in the form of inverted pyramid. The Application will also demonstrate you the efficiency of this process by means of the sales funnel. Nano Sales Manager will help you to arrange the process of selling the products and services from the first meeting with a potential client to the turning him into a permanent customer.
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