Klee Sales : Sales Force Automation software CRM-SFA

CRM solution for your Sales Force

The Sales Force Automation software package Klee Sales provides a global, centralised view of your Sales Force’s commercial activity. This tool, which is specially liked by Commercial Departments, has the capacity to follow you in all your commercial activities whatever your markets, distribution circuits and local or international establishments may be.

Sales Force Automation software Klee Sales

Business objectives:

Steer your Sales Force efficiently.
Identify sales opportunities and development potential.
Improve your customer relationship.
Conclude more transactions faster.
Analyse performance.
Increase your sales.

Planning

Klee Sales makes it possible to enter, organise and circulate Marketing and Commercial information between the head office and the field in a centralised way. This efficient management of information (synchronised uploading of customer data, negotiations, promotional operations, CAP, referencing, etc.) helps you to implement your company’s commercial strategy. You can thus decide on the plans of action to implement and manage/prioritise Sales Force actions to develop sales and improve efficiency.

Execution

Simple and multilingual, Klee Sales is a commercial management solution (SFA/CRM) that administers all your customer portfolios, contacts, prospective customers and opportunities on a daily basis. The ergonomics of the solution propose a more intuitive access to the information.
In the field, your Sales Force will apply the commercial strategy efficiently, optimising sales cycles by means of relevant business indicators and an efficient methodology for preparing visits or tours, records and order-taking, management of commercial discounts, stock, etc.
For example, salesforce will be able to target the priority points of sale, produce a more relevant commercial argument: Reference or assortment stock out, PPS irregularity, etc. or again, analyse their sector efficiently: segmentation by brand, by circuit, development of ND, shelf-space share, etc.
All data and reports (competitive watch, visit objectives, etc.) will be collected then synchronised in a secure manner with your company’s head office for analysis. You will thus have the information necessary to know the level of execution of your commercial strategy in real time. The collaborative processes are optimised.

Checking

The Sales Force software Klee Sales allows real-time steering of the commercial activity thanks to fast access to all business indicators (activity summary, analyses of sales figures and records, achieved/objective comparison, rate of cover in the sector, visit rate, etc.) necessary for perfect visibility of the Business.
Klee Sales has a Reporting module for monitoring your objectives. Scoreboards specific to your business will provide you with the information necessary for efficient establishment of sales forecasts and commercial analyses.

Advantages observed:

Simple ergonomics, intuitive use in preparation of visits, records, contact establishment, reports, etc.
Efficient management of the sales process: management of contacts, prospective customers, opportunities, monitoring of transactions and customer portfolios.
Fast access to all commercial documents.
Management of commercial territories.
Management of promotional operations.
Optimisation of tours, Geomarketing.
Establishment of relevant sales forecasts and commercial analyses via trade scoreboards.
Access offline and via mobile terminals, etc.

Responses to challenges

Sales Force :

Upstream:

Better preparation of appointments with a draft order adapted to the customer’s profile.
Establishment of sales forecasts.
Optimisation of quota management.
Optimisation of tours/visits, etc.

During appointments:

Assistance with order-taking: Easy access to the customer’s details and order history, easy presentation of novelties and special offers, etc.
Increased efficiency in the field.
Time saved in entering shelf-space records.
Possibility to modify the order and calculate commercial conditions in real time.
Fast transmission of the order to the head office.

Downstream:

Reduction of administrative and expense-entry tasks.

Brand Manager:

Management of references and commercial operations.
Assessment of the return on investment (ROI) of commercial operations.
Efficient preparation of negotiations.
Management and breakdown of associated budgets.
Possibility to create simulations.
Check on application of centrally negotiated agreements in the field.

Commercial Department :

Monitoring and steering of the commercial activity
Better reactivity with regard to the market
Check on application of the commercial strategy in the field
Optimisation of special-offers monitoring
Measurement and control of sector cover
Distribution of targeted visit objectives to the sales force
Measurement of salespeople’s effective work and calculation of individual bonuses
Ease of use of the tool...

Sales Administration :

Rationalisation of the commercial activity
Facilitation and unification of product catalogue updates
Global, centralised view of customer information
Optimisation of circulation of information between the head office and the sales force in the field
Management of orders for furniture and advertising material...