Main Menu Customers

In the main menu item Customers there are the following submenu items on the left:

Sales projects

All sales projects can be found here; these can be displayed in a process view with different sales phases or in a list view. Sales projects can be created in different sales processes.

Leads

In some companies it makes sense to map their own acquisition process for leads. Namely when there are two successive acquisition processes: First a lead is acquired, then the sales process of the actual product starts. As soon as leads are won or qualified (in the case of phase changes in won projects), these are automatically converted into customers.

Project groups

Working with project groups is a rather advanced topic and allows you to organize projects that, in the broadest sense, belong together in so-called project groups. These can be configured in different ways so that you can record and track complex projects with several sub-projects on the one hand and make alternative offers (projects) visible on the other. The latter helps you to keep both sales planning and an overview of project alternatives. Especially in large organizations, the overview is easily lost and in the worst case two of your salespeople compete and undercut the offer prices of their own colleagues without even knowing it.

Customer overview

In this submenu item you can see the customers. One or more sales projects can be created for a customer. If the lead function is activated for your SELLSATION client, you will also see the data records of the leads in the customer overview, but these are marked with gray text in the customer name (customers are blue here).

Contact Person

In this submenu item you will find all contacts or contact persons that are saved in your SELLSATION client.

Activity log

The activity log shows all relevant activities of an employee. These can be seen as indicators for sales activities.

Map

SELLSATION also shows customers on a map, depending on their size, with different symbols. The map even offers you the possibility to create customer selections geographically with a click of the mouse.