Increase Sales by Realizing Effective Pipeline Management with a Minimum Work Load!
Pipeline Management Solution
Centralizing the extensive knowledge of JBS and information managed by sales reps (customers / cases / activities information) and engaging in pipeline management makes it possible to visualize information and identify risks. We help you maximize the outcomes of your sales activities.
Service Overview
Using a pipeline template developed based on Dynamics 365, we offer solutions to realize effective pipeline management with a minimum work load. By implementing a pipeline management solution, we centralize and visualize the information related to sales processes from project identification through to contract conclusion, helping you maximize of the outcomes of your sales activities.
Three Characteristics of the Service
- Standardize Sales Processes and Maximize the Outcomes of Sales Activities
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- Standardizing sales processes makes it possible to enhance the skills of the entire sales department and improve sales.
- Gathering and providing information based on sales activity progress helps to realize pipeline management.
- Based on the accumulated data, you can devise plans to improve your success rate.
- We provide a foundation for you to conduct weekly PDCA on an activity basis and realize operational streamlining and standardization through simplification and the creation of rules.
- Visualize Budget Achievement Status and Improve Accuracy of Sales Projections
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- The budget achievement situation by department and by person can be checked in real time.
- It is also possible to improve the entry accuracy of the progress status of cases and the probability of receiving an order, with the result that the accuracy of sales projection data is improved.
- Share Case Statuses and Identify and Understand Risks
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- Sharing and visualizing case information makes it possible to quickly identify cases that have been left to stagnate and ones where the scheduled order data has passed.
- With appropriate follow-up it is possible to establish a coaching system that also helps to improve the skills of young team members.
Service Details
From the knowledge gained from past CRM / SFA projects that JBS has implemented and performance of JBS sales management, we have prepared standard operational processes to realize pipeline management. Based on sales processes with a proven track record, by standardizing the processes that should be undertaken by your sales reps in line with your company’s sales operations, this service will maximize the outcomes of your sales activities.
We offer a function to compare the entered sales projection data with the budget target of sales reps for a certain period and simulate the target achievement status on a dashboard. Using this function to more accurately visualize and be aware of the situation of business negotiations and budget target achievement, it is possible to muster company-wide cooperation for priority cases and provide appropriate follow-up for cases that entail risks.
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