A sales call is a conversation between a salesperson and a potential customer to persuade them to take action. It can be in-person, over the phone, or via video and involves presenting information, answering questions, and making a pitch for why the customer should buy.
When using M-Power, the sales call tab provides a valuable tool for managing sales calls. M-Power can be used to track sales calls, record customer information, and monitor sales performance. With this feature, sales teams can view their sales pipeline, track leads, and analyze the effectiveness of their sales strategies.
Sales Call Calendar Tab
The Sales Call tab provides a means of managing sales calls for either the current user or all of the Sales calls based on the chosen period. This feature lets sales teams keep a detailed record of their sales calls and ensures all relevant information is in one central location.
The Me button (1), when clicked, will present the user options to select either "Me" (which is the default view) or another user to view their sales calls. This feature is useful for sales managers or team leads who need to monitor the sales calls of their team members.
Add Sales Calls (2) button that allows users to add new sales calls directly within the calendar tab. Users can enter all relevant information about the call, such as the date, time, customer name, and notes about the call.
Date Range (3) The sales calendar tab in M-Power's ERP software allows users to view sales calls made today, in the last week or in the last month. Users can identify patterns, track their performance, and make more informed decisions about their sales strategies by analysing their sales call history for a specific period.
Completed Sales Call (4) can be seen within the calendar tab. The calls marked as completed are greyed out but can still be opened to view the details of the sales call record.
Pending Sales Call (5) can also be seen in the calendar tab. Calls are marked as "pending" if they have not been closed and show all relevant information about the call when clicked.
The Sales Call Form
Date (1) field allows users to record the date of the sales call or interaction.
Sales Lead (2) section allows users to link or create a related lead to the sales call, providing a reference to the sales opportunity.
Call Method (3) drop-down menu allows users to record the method used for the sales call, such as phone, email, or in-person, which can help analyze sales performance across different channels.
Call Purpose (4) drop-down menu allows users to record the purpose of the sales call, such as introduction, follow-up, or closing, which can also be helpful for analyzing sales performance.
Call Outcome (5) drop-down menu users to record the outcome of the sales call as progressed or not progressed. This information can be used to track progress on sales and identify areas for improvement.
Date Completed (6) field allows users to record the date on which the sales call was completed. If a value is entered then the Sales call will be marked as complete and greyed out.
Related Calls (7) section allows users to link to previous or future related calls in the sales chain, providing a complete history of the sales opportunity.
Follow-up Date (8) field allows users to enter a follow-up date, creating a related follow-up call for action on that date. This feature helps ensure that follow-up actions are remembered and increases the chances of successful sales conversions.