Written by Ana Canteli on 27 September 2019
The commercial process is one of the main phases of any business because it shows the economy of the organization: its purchases, sales, collections, logistics, inventory, and more. At first, the operation is simple; you close agreements and achieve goals. But over time, the workload increases, you start to be busier, and your business management gets complicated. How do you carry out the activity management of your sales team? Do you think you are losing sales opportunities? Are you deviating from the profile of your target? It is essential to have an information and control system that helps you manage the salesforce best practices to control the daily activity of the sales department. Fortunately, the word control is beginning to lose its negative connotations, at least for professionals in the sector. Do not forget that information is vital to making appropriate decisions, which is a strategic factor in the long term in a context as competitive as the current market.
The director of the commercial department must have a proactive profile since their role is continuously exposed to external factors. It is necessary to take technological innovation as an ally, for this reason, to conceive, implement and develop a business plan that helps them achieve a multitude of objectives, end to end, and all of them related. For this, OpenKM can be the ideal technological solution that helps them throughout the salesforce tasks.
One does not win by spending time with plans, strategies, and project management for trivialities, but rather to achieve objectives and goals at a strategic and global level. Here we cite only some of the benefits that are obtained from the implementation of a salesforce administration system in your business.
To fulfill the objectives of the business plan of the company, it should not only contemplate the goals of sales managers or project managers. It is ideal to have the following components to ensure effective tasks and events management:
Commercial employees are usually ambitious and dynamic people. The process of selecting and training a vendor is not often an easy task. Therefore, when considering the fact of incorporating a new staff member, knowing that they also see us in their professional life in the long term is essential. The human resources department or the sales manager can use OpenKM to store information, documents or reports related to the commercial professional development in the organization, aligned with the growth plan of your business. Through the OpenKM tasks and events manager, individual or group meetings can be prepared, with some frequency that helps us maintain the motivation of the staff and team spirit.
The objectives present in the business plan of the company must be correctly defined, must be ambitious to motivate the commercials, but at the same time achievable to avoid the frustration of the vendor, and be defined in the salesforce calendar. This approach should be accompanied by a series of incentives that encourage the commercial department as an active and integrated part of the progress of the business and increase their capabilities to stimulate them in their professional development.
Intimately linked to the career plan, but depending on the corporate culture of the company, it can be included within the objectives of the organization or managed based on staff requests from mentoring programs to recycling courses, offering certifications and official degrees, etc. The possibilities are endless and new communication features of OpenKM together with the use of the task manager, and activity history can help us to make the salesforce activity more attractive.
Today they are already a component of the business processes of any organization. The integration facilities presented by OpenKM software (SDK's in Java, PHP, and .NET together with the complete API of the system) allows our commercial force to efficiently manage the clients and stakeholders that prefer social networks as a communication source.
Don't wait any longer; turn the data that your business collects into a useful source of business intelligence for your firm.
Open Document Management System S.L.
Europe Spain: Please call +34 605 074 544.
Monday - Friday: 09:00 am - 14:00 pm, 16:00 pm- 19:00 pm CEST for immediate assistance. Currently, it is Tuesday 08:09 am in Palma de Mallorca, Spain.
Europe United Kingdom: Please call +44 774 330 6997.
Monday - Friday: 09:00 am - 12:00 pm, 14:00 - 18:00 pm CEST for immediate assistance. Currently, it is Tuesday 07:09 am in Cranfield, Bedfordshire, United Kingdom.
USA: Please call +1 646 206 6071.
Monday - Friday: 08:00 am - 17:00 pm EST for immediate assistance. Currently, it is Tuesday 01:09 am in New York, USA.