O P T I W A Y

Sales Management

Effectively Manage All Sales Operations with CRM Features.

 

The Sales Management Module, with its CRM-based features, enables you to effectively manage your sales operations. In addition to critical functions such as tracking your sales teams' performance, monitoring the status of sales meetings, and defining sales targets, it offers powerful integration with the quote and order management modules. This ensures that every stage of your sales process is tracked efficiently and transparently.

The module facilitates the tracking of leads and existing customers in the sales pipeline and the evaluation of sales opportunities. Sales meetings are tracked by stage and status, and meeting notes, appointments, and follow-up tasks are managed effectively. Task and reminder systems for sales teams prevent process disruptions.

Management of sales teams and performance analysis of sales personnel are carried out. Sales targets are defined, target achievement rates are monitored on both team and individual levels, and metrics such as sales volume, customer acquisition, and sales cycle duration are evaluated through KPI reports.

By working in an integrated manner with quote, order, purchasing, inventory, production, and other modules, data consistency and traceability are ensured throughout the entire sales cycle.

 

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