Challenge

• The sales cycle of an engineering company lasts several month and thus leads to a complex sales pipeline with many potential opportunities
• A defined sales process with various phases exists that needs to be implemented into practice
• For the financial planning of the customer, it is crucial to base the estimates on solid sales pipeline information to achieve accurate results

Solution

• An Excel tool allows easy data entry and uses forms to guide the rep step by step through the sales process
• Sales data of all reps can be consolidated with one mouse click
• A chart provides a visualized overview of the sales pipeline for the management board

Benefits

• Improved sales conversions due to follow-ups and reminders for the various opportunities
• Automated calculation of the expected sales through consolidation
• Easy-to-use interface so that sales reps actually use the software

Screenshot

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