Teamvisual

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Efficiently Manage All Your Sales and Marketing Data With TeamVisual

Sales and marketing illustration

Driving efficiency throughout your business is key but nowhere more so than the sales and marketing department. TeamVisual is a bespoke software package that can be configured exactly to the needs of your business so it brings together all your sales and marketing data, such as sales statistics, customer information and marketing leads.

TeamVisual’s key benefit is that it provides a central CRM for all your sales, marketing and customer information, but its capabilities stretch much further as its data management enables intelligent processing of your sales statistics and marketing data. For example, salesforce activity can be measured against marketing objectives and you can stay on abreast of the results that your marketing efforts are yielding.

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From as little as £50 per user, per month can monitor, track, analyse and evaluate your sales and marketing data across your entire business. So whether you want to set KPIs for your salesforce via sales statistics, track the quality of leads generated by a particular marketing campaign or find out the effect that your marketing tactics have on sales and much more through management reports, TeamVisual is the solution.

TeamVisual is offered as a turnkey software package, including all configuration, set-up, installation, data import, training, data management (reports and analysis) and UK based helpdesk. For more information call 01257 232719.

Sales and marketing illustration
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Sales and marketing illustration

Via TeamVisual you can realise an efficient and co-ordinated sales and marketing department, that has the right information at its fingertips at all times. TeamVisual can give you access to management reports, including: call plans, call report, diary, objective, transactions, sales statistics, marketing leads, website leads, customer information and more.

However, the true time saving potential is realised via TeamVisual’s email reports that are tailored exactly to your business and the information that you require on a regular basis. For instance, each week an email report could be sent direct to a sales person that details all the regular customers that have yet to place orders in the last month, allowing them to be immediately chased up. You can decide on the management reports that you require on a regular basis and TeamVisual does the hard work emailing reports directly to any member of the team, including:

  • Weekly activity summary
  • Key customers with no activity in given time period
  • Pending quotes by region
  • New organisations created
  • Products discussed by representative
  • Activity analysis for representative
  • Pending designs
  • Web service audit
  • Complaint log
  • Customer rates
  • Products sales
  • Sales figures

See our Data Management page for samples of reports

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Team Visual Software is compatible with:

Nokia Blackberry iPhone Microsoft
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