Sales Squirrel
Overview
Sales Squirrel provides complete automation of your end-to-end sales processes on an Android, iOS or desktop device. Integrate your sales leadership with your front line staff to maximize your sales closing rate. With a comprehensive customer onboarding feature and real-time dashboards, Sales Squirrel optimizes your customer acquisition and sales management processes.
Why Use Sales Squirrel?
- Get your sales people organized, manage their prospects and track their sales
- Integrate the sales administration and management process across all levels of your organization
- Comprehensive customer onboarding features that include instant account opening with bio metric recognition plus all related document workflow management and archiving
- Real-time activity, performance tracking, analysis and reports enabling your sales leaders to have timely and effective coaching conversations with their teams
- Includes a comprehensive training program and implementation strategy to empower your sales leadership and frontline sales teams that transforms your sales culture
- Also available as an easily affordable version with no upfront fees
Features & Benefits
Add Meeting
Schedule your client meetings at selected date and time.
Meetings
Set clear objectives for your meetings.
Reschedule Meeting
Reschedule your meetings and receive reminders through the app.
Add meetings to Pipeline
Mark what your client has agreed for each sale and expected date of closure.
Pending Pipeline
Keep records of the products clients are interested in but not yet converted to sales.
Achieved Pipeline
Keep records of the actual sales against pipeline.
Sales Achieved
Keep track of sales achieved versus targets including full history view.
Clients
Add new client or edit existing client information.
Maintain Client Portfolio
Conduct client needs analysis to match with available solutions.
In Collaboration With:
At SBCG we provide training and automated sales management solutions to large and medium sized corporations in emerging markets. Our expertise lies in developing sales leadership, sales transformation programs, customer experience model development and implementation. We provide complete training of all our programs so that your front line staff is well integrated with the sales leadership.
Workstream Automation
Workstream Automation Limited (WAL) was founded in 2003 by a team of experienced IT and business professionals, delivering business process software tools and methodologies that enable clients to analyse, refine and implement change to their businesses. Our vision is to enable our clients to sharpen their processes and hit their targets in a reduced time span. Workstream Automation Pakistan is a subsidiary of WAL.