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GEDYS IntraWare 7 Sales - Professional support and guidance for sales
with IBM Lotus Notes Domino

Professional support and guidance for sales

Capture opportunities. Control sales processes. Create quotations.

Sales is an efficient tool for your opportunity and forecast management. Plan, execute, and monitor your individually defined sales processes. Sales helps you support your sales team efficiently and so increase productivity and turnover.

Common business situations

Tedious quote creating with non-transparent filing

Non-standard quote templates

Laborious quote tracking

Time-consuming forecast creation without latest figures

Obsolete product data or prices

Tedious appointment organization and inadequate task management

No overview of upcoming customer visits

Incomplete or no visit reports

No structured sales process

Insufficient transparency in current calculations

Lack of information on status of sales opportunities and agreements

No standard methodology used by sales team

Selling with a method

: Capture sales opportunities quickly.

Achieve maximum control over your sales projects and improve the quality of your sales processes. GEDYS IntraWare 7 Sales helps you organize your sales opportunities clearly and can also support your sales team when required with individually configured sales methodologies. You get transparent decision-making criteria, manage the sales and write quotes. Flexible analyses support and validate your planning. Simplified, up-to-date processes reduce costs and improve your customer relationships. This transparency provides the optimum conditions for your success.

Focus on the customer

Relieve your staff of tedious administration. With GEDYS IntraWare 7 Sales you are giving your internal and external sales teams access to first-rate tools – exactly when they need them. GEDYS IntraWare 7 Sales helps you to process customer inquiries, arrange appointments, create visit reports and quotations – while never losing sight of your sales targets. All sales documents are easily managed in the electronic customer profile. No more lengthy searches for data when creating quotes. In the items database you can organize your entire portfolio by product group, individually with prices, discounts and other product-specific information.

Mobile workers can exchange data with the central server at any time. In combination with the additional Mobile Connector module, Sales enables you to link and synchronize any customer information with a Palm, Handheld or Pocket PC in complete security - this is your mobile CRM.

Use the latest analysis and reporting tools to evaluate your sales processes and forecasts and improve the efficiency of cross- and up-selling.

Crystal-clear sales structures

Map your sales structure in the organization database and use it to control read and edit access. You can also assign sales targets to each sales member and team and even product lines. Then use them as the basis for your evaluations in the pipeline analysis.

Make use of sales opportunities

Talk to the decision-maker. Collect all key information about a customer in the sales opportunity: requirements, desired results, names and viewpoints of people and competitors involved. Identify your strengths and weaknesses and progress actions to build a positive relationship. Use GEDYS IntraWare 7 Sales to capture all information about product solutions, competitors and customer assessments and develop successful strategies. Based on these you can then formulate your benefit arguments and the strategic positioning of your product.

Calculate and quote

The Sales module has a calculation feature to help you create quotes quickly. Design your calculations on the basis of standard templates and diagrams. The user-friendly IBM Lotus Notes calculation uses the convenient multiple-currency product editor and includes all product information from the product database. The Sales module also has an Excel calculator with data import and export. Assign values from the Excel calculation to product groups and obtain a meaningful forecast report.

You can carry out as many calculations as you like for each sales opportunity and copy them to the quote if required.

You can also use the quote generator to combine different templates and create the final quote.

Sell strategically

: The Pipeline analysis provides a rapid overview.

GEDYS IntraWare 7 Sales guides you through a structured sales process. Individually configurable procedures and tasks support you throughout the planning and execution stages.

Break your sales processes down into different stages and evaluate potential and sales figures using the integrated pipeline analysis. This allows you to recognize bottlenecks in the sales process early on, such as the number of identified potential sales. Sales stages include targets and general time limit information.

Define actions and coaching instructions for milestones.

Identify the right and most important potential. By integrating questionnaires in your sales process you can qualify sales opportunities and support your sales team in making the right assessment.

A final evaluation of the sales process gives you an overview of whether the sales process went according to plan. That’s how you ensure quality.

Measure success

: Individual dashboards and rule-based searches provide graphical reports and important information at a glance.

Use sales plans to capture potential and control forecast evaluations. With one click GEDYS IntraWare 7 Sales presents you with plans, estimates and assessments of sales potential and sales achieved. You get a comprehensive picture of the current status of sales opportunities, what stage they have reached and when the closing of the deal is expected. The different views enable you to identify sales trends and market developments. Reports and analyses provide you with the basis for your sales planning and analysis. Learn from your successes!

International deployment

Sales is a multilingual application, so all employees can use the same application wherever they are based. They simply select the language for their working environment in the settings. Which means it’s easy and quick to create reports even across different countries.

Our new Language Configuration technology allows companies to translate some or even all of an application into any language themselves – without the need for additional programming. International companies find that this increases the acceptability of the software in other national organizations.