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Setting Sales Targets

Setting clear sales targets is essential for managing your sales team effectively. Our CRM tools make it easy to assign specific goals to each salesperson and team, helping everyone know exactly what they’re working towards—whether it’s a sales volume or a revenue amount, over a set period of time. When you set these targets, you can take into account your company’s big-picture objectives, changes in the market, past results, and new opportunities for growth.

Evaluating Sales Performance

By comparing actual sales with these targets, you gain a clear picture of how your team is doing. If sales go beyond the target, that’s a sign your strategies are working and your team’s efforts are paying off. If the team misses the target, it’s a helpful signal to look for areas to improve, such as marketing, product positioning, or sales training.

Taking Action on Results

Once you assess performance, you can make informed decisions on next steps. This might mean shifting your marketing approach, offering extra training and support, or adjusting prices and promotions to boost demand. The goal is to help your team perform better and get closer to your business objectives.

Supporting Sales Teams with CRM

Our CRM system helps by sending automated notifications and reminders, so salespeople never miss important deadlines or targets. This keeps everyone motivated and on track throughout the sales process.

Mobile Accessibility

With our CRM mobile app, your team can access sales targets, check live updates, track their progress, and collaborate from anywhere—whether they’re in the office or out in the field. This flexibility empowers your team to stay productive wherever they are.

The Importance of Communication

Clear, effective communication of sales targets is key for keeping everyone on the same page, boosting motivation, and achieving great results. When everyone understands the objectives, you build a stronger, more collaborative sales culture.

Visual Sales Pipeline

Our CRM offers multiple visual sales pipelines to represent your different business streams. You can customize each sales process with various stages, visually review expected business over specific periods, and set benchmarks that prospects must meet to advance. Leads progress through the pipeline, clearly showing their status in your sales flow.

Task Management

Task management is a straightforward yet powerful CRM feature that lets you create tasks, set reminders, and track progress. Tasks can connect to contacts or deals, be assigned to individuals or teams, and viewed as personal to-do lists, team-wide assignments, or organized Kanban boards for visual tracking.

Document Management

Document management in our CRM allows you to upload, store, and organize critical sales documents. You can even design templates for frequently used documents such as proposals and contracts, streamlining your sales process.

Calendar Integration

Our CRM integrates seamlessly with external business calendars, like MS Office, allowing you to manage your schedule from within the system and sync all events and tasks.

Meeting Scheduler

Alongside calendar integration, our CRM includes a meeting scheduler that makes booking appointments with customers simple. Sales representatives can set up various meeting types, customize availability, and collect information through tailored questions before each meeting.

Email Integration

Our CRM features email integration, connecting with business email platforms such as Outlook. Manage your email correspondence directly within the CRM, including sending, receiving, and automating emails with features like autoresponders.

Reporting and Analytics

Robust reporting and analytics tools are built into our CRM. Benefit from both prebuilt and custom sales reports, combine them in a centralized dashboard, and inspect key metrics by period, product, region, business, team, or salesperson. Drill-down graphs offer deeper insights for informed decision-making.

Workflow Automation

Workflow automation streamlines repetitive sales and marketing tasks. By setting defined triggers—such as a new customer being added—you can automate follow-up actions like onboarding emails, saving time and improving consistency.

Proposal Management

Advanced proposal management helps you create, send, and track proposals across all prospects and opportunities. Built-in templates and customization options eliminate the need for separate proposal software.

Contract Management

Our CRM also includes contract management. Create, send, track, and sign contracts using built-in or integrated e-signature software, all within the same platform.

Marketing Automation

Beyond sales, our CRM automates marketing tasks for effective customer outreach. Use insights to personalize messaging—such as event invitations, newsletters, special offers, and product launches. Website forms can automatically capture lead and profile data, helping your sales team convert more leads.

Scalability: Growing Together

Scalability is a cornerstone of our CRM, allowing it to grow alongside your business. Whether you’re just starting out or expanding rapidly, our CRM adapts to meet evolving needs, ensuring robust customer support and operational efficiency at every stage of growth.

Enquiries

Enquiries in ERP CRM record customer requests and initial interests, serving as the first step in the sales journey. They help frontline teams capture, organize, and respond to potential business opportunities quickly.

Proposal

Proposal in ERP CRM streamlines the creation and sharing of tailored offers for customers. It helps frontline teams present professional quotations, track approvals, and speed up deal closures.

Teams

Teams in ERP CRM enable collaboration by grouping users for shared targets, leads, and opportunities. This helps frontline staff work together seamlessly, boosting productivity and sales performance.

Customer Activities

Customer Activities in ERP CRM capture every interaction, task, and engagement with clients. This gives frontline teams a complete activity history, ensuring personalized service and stronger customer relationships.

Meetings

Meetings in ERP CRM help frontline teams schedule, track, and manage customer interactions efficiently. They ensure timely follow-ups, stronger engagement, and improved relationship management.

Month wise Leads and Opportunities

Month-wise Leads and Opportunities give frontline teams a monthly breakdown of new prospects and potential deals. This enables better tracking, trend analysis, and proactive planning to boost conversions and revenue.

Month wise Opportunities

Month-wise Opportunities in ERP CRM provide a clear view of sales prospects segmented by month. This helps frontline teams track performance trends, forecast revenue, and plan actions more effectively.

Opportunities

Opportunities in ERP CRM capture potential deals and track their progress through the sales cycle. This enables frontline teams to focus on qualified prospects and maximize revenue growth.

Sales Pipeline

Sales Pipeline in ERP CRM provides a structured view of every sales opportunity, from lead generation to closure. It helps frontline teams track, prioritize, and manage deals effectively for higher conversions.

Target

Target Management in ERP CRM helps set clear sales goals for frontline teams and track their progress in real time. It ensures alignment with business objectives by monitoring achievements against defined targets.

Frequently Asked Questions

Why is setting sales targets important?

Setting clear sales targets helps align your sales team with company objectives. It provides each salesperson and team with specific goals, whether based on sales volume or revenue, ensuring everyone knows what they are working towards.

How can CRM help in evaluating sales performance?

By comparing actual sales against targets, the CRM provides insights into team performance. Exceeding targets shows strategies are working, while missed targets highlight areas for improvement such as marketing, product positioning, or training.

What actions can be taken if sales targets are not met?

If targets are missed, managers can adjust marketing approaches, provide additional sales training, or modify pricing and promotions. These actions help teams improve performance and move closer to business goals.

How does CRM support sales teams in achieving targets?

The CRM sends automated notifications and reminders to ensure salespeople don’t miss deadlines or opportunities. This keeps the team motivated and focused on achieving their targets throughout the sales process.

Can sales targets be tracked on mobile devices?

Yes, with the CRM mobile app, sales teams can access targets, view live updates, track progress, and collaborate from anywhere—whether in the office or on the field—ensuring flexibility and productivity.

Sales Target