Gestion des opportunités commerciales
Gestion des contacts et sociétés
Archivage des emails
Reporting et statistiques
Application CRM Mobile
Suivi des activités commerciales
Modèles d’emails
Objectifs commerciaux
Géolocalisation des contacts et sociétés
Centraliser ses données
Prédir ses ventes
Gagner du temps
Développer ses performances commerciales
Intégrations
Migration vers Webmecanik
PartenairesSales objectives
Set your sales objectives and track them throughout the year
Track your sales objectives in your CRM
Every day, you rely on your CRM to manage sales opportunities. Now, take it a step further by defining clear business goals and tracking your progress consistently throughout the year.
Personnalisez et suivez vos actions commerciales
For managers
Analyzing the sales performance of your teams can be a daily challenge. Your CRM becomes your ally in managing your sales team’s goals simply and effectively. Linked to sales opportunities, business goals provide you with precise data on your performance.
- Setting Individual Goals
- Tracking Goals
- Performance Progress: Achieved vs. Targets
For sales reps
Sales representatives can greatly benefit from tracking their goals directly in the CRM. Linked to sales opportunities, these objectives offer actionable insights into performance. By monitoring progress monthly or annually, you’ll gain better visibility, stay motivated, and consistently work toward your targets.
- Track your monthly objectives
- Track your annual objectives
- Monitor progress with objective performance reports
For managers
For managers, analyzing team performance is a daily challenge. Your CRM becomes an invaluable tool, simplifying the process of managing individual and team goals. Integrated with sales opportunities, objectives provide precise performance data, enabling you to stay on top of your team’s achievements.
- Set individual sales objectives
- Monitor progress toward goals
- Analyze goal achievement vs. performance metrics
Gérez votre prospection commerciale depuis votre CRM
La gestion de la prospection est facile avec Webmecanik Pipeline. Créez vos listes de prospection avec les filtres disponibles sur vos listes de contacts et entreprises. Sauvegardez, partagez vos vues filtrées avec vos équipes commerciales et mettez en place vos relances commerciales et vos actions de fidélisation client.
Sales objectives: a tool to drive performance
Sales objectives are a powerful feature in your CRM, designed to help you plan, track, and make data-driven decisions all year long. By centralizing data and providing a clear overview, this functionality boosts performance and helps you unlock the full potential of your CRM for even greater results.
