What is SalesGoals Online CRM?

SalesGoals Online CRM - Calendar Planner

SalesGoals Online CRM – Calendar Planner

Are you using a Customer Relationship Management (CRM) or Salesforce Automation tool today? CRM With so many online Customer Relationship Management (CRM) tools to choose from, what makes SalesGoals Online CRM stand out? After investing time in a given CRM solution, why would someone decide to switch?

In a word, “salespeople”.

SalesGoals was designed with the salesperson in mind. And feedback from our users confirm it. There is no better tool for the actual people who are doing the selling.

The next few articles will provide an introduction into the SalesGoals CRM system. We hope you’ll decide to give it a try. We believe, after just a small investment of your time, you’ll agree that switching to SalesGoals is smart decision for both salespeople and small business owners..

Before we dig into the details about how to use the tool, let’s stop for a minute to consider the role of CRM. What do you really want from a CRM tool?

In many cases, CRM applications are chosen by a technology person or a business person to help improve the sales of a business. This is a good decision, as many studies have shown that good sales discipline, including the use of CRM, can have a tremendous impact in improving sales. The benefits can evaporate, however, if the CRM tool does not actually help the salespeople do their jobs. Good salespeople have found ways of getting the job done, and forcing them to use a tool that doesn’t meet their needs actually creates more problems than it solves.

This is where SalesGoals comes in. SalesGoals Online CRM is designed to help salespeople stay in contact with their prospects and customers. It helps them plan their activities, follow up, and make sure they are on top of their business.

And that’s it. SalesGoals CRM does not try to be everything to everyone. It does not look to act as a data repository for every business element someone wants to track. It doesn’t try to manage social media or act as an inventory management system. It is a sales tool for sales force automation and customer relationship management..

SalesGoals is a new, online, CRM designed with the salesperson in mind. It helps you manage your relationship with your customers and prospective clients while helping you keep track and maintain a better relationship with your sales team. In a nutshell, SalesGoals will help you work together, quickly communicate action items and follow up tasks that lead to great results.

Salesgoals is also a fantastic new online solution for independent salespeople and small companies to help manage contacts, track your follow-up activity, and stay up to date while traveling. It also has both iPhone and Android platforms covered to support your outbound team.

In later posts, we’ll elaborate on each of the primary pages in SalesGoals. These pages are listed below:

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Dashboard

Here, you will be able to view the current status of metrics as well as key performance indicators of all activities in your organization. A summary of information that monitor the sales activity of your team and your company. You can also track Sales Performance and view all active tasks for the day.

Using the dashboard charts for feedback, you’ll be able to correct your course before it is too late to keep your pipeline full. Or, even better, you’ll be able to exceed past performances to earn record bonuses.

Online CRM Software Dashboard

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Planning

Who are you selling to? When will you meet with them? The Planning Page helps your sales team to think about what they want to accomplish for the week. They can plan out their activities in advance and optimize their calendar for success.

To setup an item on your calendar, follow these simple steps:

Calendar add

  1. Locate the contact in the contacts pane on the left. If you have too many contacts and cannot see your item, you can use the quick search bar to rapidly find your contact.
  2. Drag the contact to the day on which you want to engage with the customer.
  3. When you release the mouse button, the contact will show a pop up window. This window will let you select the type of communication you will have with the contact. For example, you can send an email, make a phone call, do an online presentation, or visit the customer in person.
  4. You can view all of your contacts by clicking on ‘Mine’ button, all contacts that have been saved by You will display on the panel.
  5. You can add contacts on the planning page by clicking on  the plus (+) sign, you can add and create contacts without closing the page and go to another page just to add your contacts.
  6. You can map all your contacts by clicking on the navigation icon next to the plus sign to display all your contacts in the map.

Thinking about  how to organize the activities and how to achieve a desired goals. Set your schedule and plan your activity by simply dragging the contacts to add to the calendar display and save the day for the events. Track your daily appointments with the addresses that automatically map to the location.

Organize your calendar based on client location to reduce travel time and fuel costs. And view location on integrated Google Maps display to plan your week.

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Action Page

The Action Page lists the tasks you have added to your calendar on the Planning Page. It is a tool to help you to remember the events you have planned for the day and quickly work through them. You can also see items that were forgotten from previous days, to ensure that no follow up items remain undone.

Our automatic activity tracking will help you recognize when your business development activities lag.

 

Action Page

  1. Track your previous activity and engagement by clicking on the previous day button. All activities from the previous days will be displayed on the page.
  2. Check your next activity by clicking on the next day button. All plans and engagement can be located on the action page.
  3. Click on the past due activity to edit and re-schedule your engagements that has due.

action-edit-appointment

If you missed your schedule for the day you have set the event, you can move and schedule your appointment for the next day. Click on the contacts in the past due and a new window panel will pop-up to edit your appointment.

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Contact Page

Keep all your contacts updated and help your sales team to keep them on track. You can easily add and edit all the information of your contacts with the integrated google maps display, addresses are checked and automatically corrected for you.

There are two ways to add contacts on CRM either add them manually or add multiple contacts at once by importing contacts from CSV file.

For adding contacts in the CRM, here’s the steps:

Add contacts

  1. For manually adding a contact, click the green ‘New’ button and it will bring you to the create new contact page and fill all the information and click the ‘save’ button for saving your contacts.
  2. Adding contacts in multiple simply click on the ‘import’ button and browse the file from your computer. Please be ensured that by importing the file should be in a Comma Separated Value (CSV) format.

There are more active tools can be found on the Contact page, it is not just limited by adding and importing the contacts. You can also use the other functions such as showing and hiding the contact information, assign, delete and Merge contacts or add contacts directly to the calendar to schedule the contacts for a meeting or an event.

How these tools work, here are the process:

Contacts2

  1. To show more information about your contacts, tick the box on the left corner of the contact person and click on the ‘show hidden’  button. Once been clicked it will show you the Map and the location of your contacts.
  2. To hide your contacts from the page you have to tick the name of the contacts and clicked on the ‘Hide’ button and the pop question will appear to ask you for a confirmation once been confirmed your contacts will be deactivated.
  3. By ticking the box and clicking the ‘Add calendar’ button you don’t have to close the contact page and go to the planning page to schedule an event. You can use the button to an engagement.
  4. To assign a contact to another sales representative, you can tick the name of the customer and click on the ‘Assign’ button and select the person’s name of your sales team.
  5. In merging two contacts tick the names of the contacts and clicked on the ‘Merge’ button and the pop-up window will appear for a confirmation and clicked on the red button to successfully merge the contacts.
  6. By clicking on the ‘delete’ button contacts will be deleted from the database.
  7. For exporting the contacts you can tick on the box in the upper left corner of the page to export all the contacts, or search the owner of the contacts in the right upper corner to filter the contacts that belongs to you or the contacts from your sales team. Click on the ‘Export’ button and save the file to Excel or Outlook.
  8. You can view and filter the contacts by each owner, in a search box type the name of the owner and click on the funnel icon next to the red ‘x’ button.

In the Actions column of the page you can click on each button to view more information or edit, hide, or to delete contacts.

contacts3

  1. By clicking the ‘i’ button it contains the overview of the contact information, map, notes, deals, Activity and Tags. You can edit information from the overview page, and view the mapping address of the contacts. Add and delete notes, show all the details of your deals, track all the activity and Add tags for keywords.
  2. Click the pencil icon to edit the information from your contact, view deals from selected period of time and view activity, notes and the status of the contact.
  3. You can also hide the contact from clicking the circle button next to the pencil icon and,
  4. Click on the ‘x’ button to delete the contact.
  5. When you closed the deals you can call

Tagging is to give identification of your contacts, so you can easily identify with the given keywords. You can also change the type of each contacts to a particular class or category (ex. Customer, Leads, Prospect, Former Customer, Staff or a Vendor). You can make your contacts in private and limit your team to view your contacts from the list.

Do not forget to tick the box in every action you do for every contacts.

Maintain your contacts updated and connect them through your iPhone. While on the road you can keep in touch with your customer and keep all the notes and follow up in your phone.

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Deal Page

Monitor all your customers and clients and turn your leads into deals. All your deals can be tracked and monitor the status of your sales. You can add and create your deals in less than a minute.

How to work on with this page, here’s the process:

Deals

  1. You can view all your deals from everyone or to an specific person by filtering and select person’s name from the drop down button in the left upper corner.
  2. Select period of time for all the deals closed, lost or won.
  3. To view the other status of your transaction you can select chart by Probability, Status, Sales and Sales projection. Selecting by Probability it will display the graph percentage of your sales. You can also view from selecting the status of the initiated, Preparing Offer, Offer Submitted, Won, Offer Rejected and Lost deals. Sales Projections show the statistic results every month of your sales.
  4. You can add a new deals by clicking on ‘Create New’ button. And fill all the deals information and status and the amount of your deals.
  5. Click ‘Show Hidden’ button to view all the contacts and the map location of  your deals from the contacts.
  6. Clicking on the Map is to show all the locations and active deals contacts.

Your deals are structured according to each stage of your sales process. You can view the status of your sales from lost deals, Offer rejected, initiated, Preparing Offer, Offer submitted, to closed won, with the corresponding color for hot, warm, cold deals.

deals-entries

At the bottom of the graph, you can see the list of your entries from your sales pipeline. You can also see the details of your sales value with the expected closing date.

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Product Page

Your product can be monitor with the Salesgoals CRM. You can track your deals for each products of your contacts.

You can add and edit your product code by simply doing this step:

Products

  1. Click the pencil icon under the code column and enter the code for your product.
  2. To enter the identification code of your product by clicking on the pencil icon from the SKU column.
  3. You can edit the title of your product by clicking directly it’s respective title name. You can do it as well in the price and the description of your product.
  4. To view the information on your product, click on the ‘i’ button and you can also use this to edit your product.
  5. You can also click on the pencil icon to edit your product.
  6. You can hide the product by clicking on the circle next to the pencil icon.
  7. Delete the product by clicking on the ‘x’ icon.
  8. You can do currency conversion by clicking on the dollar sign.

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Statistic Page

It is a visual graph of the status from the activity of your sales and monitor all the development from your contacts, deals and products. You can view each type of contacts and view in a different representation of graph.Statistics

  1. By pointing the mouse pointer to the diagram you can see the corresponding value of each represented color.
  2. Click on the contacts to view the statistic report of your contacts for the active and inactive, and the percentage of completed and not.
  3. Click on deals to view the status of your hot, cold and warm deals.
  4. By clicking on the product you can view the percentage of your active and in active products.
  5. You can also view the data in different charts you can use the pie, graph or the column charts.

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Reports Page

You can document all of your activities by exporting the data. You can keep your record and export to CSV file or outlook from the specific time and the activity of your week.

Reports2

  1. Click on the previous and next arrow button to export the activity during that week and choose the file you wanted to export to.
  2. Or select custom range and click on the date you want to save on your file.

With Salesgoals, your leads can easily pass and qualified into sales. You can track your daily activity and manage your time to follow up schedules and hit the target. With the integrated iPhone applications where you can put your sales on your phone. You can view the location through google maps display on your contacts with auto correction of the address to reduce travel time and fuel cost. Plan your week with the goals to win the day!