Diamonds Sales Performance solution offers extensive features across a range of functions with the added ability to adopt your OWN workflows and also supports the configuration of your OWN best practices.
Features are available across the decision making heirachy, offering functionality to your sales force, sales managers and sales executives.
Take a look below for more information about the features offered in the Diamonds Sales Performance solution, all of which are available in both the On Site solution and the On Demand solution.
Diamonds Lead management allows you to manage your sales leads effectively. By applying your own sales workflows and by monitoring and enforcing your own configured best practice guidelines, you can ensure that all necessary steps are followed through your lead qualification process. This leads to increased qualification efficiency in determining whether your leads are potential opportunities.
Much like lead management, embedded workflow and best practice guidelines can help you manage your sales opportunities more effectively. Through enforcement of best practice and monitoring of this you are able to ensure the required steps are taken to assess the opportunity, make proposals and close.
Users are able to maintain an overview of opportunities that have been converted to orders, and workflow and best practice can also be adopted around the management of these orders. Order management is also a strong point for integration with other applications via web services, allowing you to achieve complete visibility of all of your orders and their status.
Comprehensive contact management, allows you to maintain all information pertaining to your contacts that can aid you in your sales cycle. Contact relationships can be maintained, task can be assigned against specific contacts, and completed actions can be logged. Through a comprehensive activity log, you are able to have a clear overview of your interactions with the each contact. A contact search wizard along with a quick view recent contacts list, allow you to quickly access contact information when required.
Account and Company management allow you to maintain extensive information from multiple addresses and contact information through to financial and trading information. Contacts can be added or associated to accounts/companies and leads or opportunities can be started quickly from the company properties screen. As with contacts, tasks can be assigned and actions can be logged. All of this can be viewed via an extensive activity log, giving a clear overview of previous interactions with the company. Previous and active projects (leads & opportunities) can also be quickly viewed via the properties screen.
Through company categorisation partners can be managed with the same functionality that is available in Account Management. By applying specific partner management workflows, partners can also be managed according to your own partner specific best practice guidelines.
Future activities can be scheduled and activities that have already occurred can be logged against leads and opportunities. In depth history logs are available against all leads and opportunities showing all best practice tasks and ad hoc tasks performed, documents attached, change of status in the workflow, changes to opportunity contacts, changes to sales teams, actions performed such as letters sent, emails sent, telephone calls made etc.
Sales teams can be created with the users in your organisation and through the role based workflow templates, users can adopt differing roles across different leads and opportunities. This allows you to have complete control over who is actively working on specific sales opportunities.
Sales team members are presented with a thorough breakdown of their rolling forecasts along with performance in relation to targets. This is provided through the forecast dashboard and detailed lists by quarter along with drill to detail functionality.
Sales managers are given extensive views of the sales teams forecasts and their performance. Managers can apply their own figures to forecasts and assign individual targets for the sales team members.
Our data profiling tools allow organisations to segment their data, creating target sets based on a multitude of different criteria, making targeted campaign easier to manage and maintain.
Our solution automates the delivery of email campaigns. Email templates can be generated and then scheduled to be sent in batches to different profiled targeted groups of recipients.
Dashboards are available for different roles whether they are sales team members, managers or executives. The flexibility of the solution together with its graphs and report capabilities mean that many views can be generated, allowing for data to be rolled up, rolled down and separated by team member, time period or product type.
Key Performance Indicators dials can be incorporated into dashboards or properties screens, giving users a quick overview of their performance against set benchmarks across the system. Best Practice compliance can be monitored in this way along with general sales activity performance.
Our solution contains a number of graphically rich graphs and charts that are adopted to give quick visual reference of the state of information in the system along with your business activities.
Various reports can be generated that display information in list format and have the added features of hierarchical information structuring along with drill to detail functionality.
Reports are available displaying best practice compliance and performance information against opportunities, allowing you to gain a detailed overview of your best practice performance in relation to sales performance.
Through wizard functionality, you are able to create your own workflow templates and associated best practice topics relating to each stage in the workflow. Tasks can also be created against each stage of the workflow and can be specifically assigned to the various team roles that are included against the specific workflow template. Depending on how your sales team is assigned - the user given the specific role will then receive the task assigned to that role within the context of that workflow.
Configuration of Users, Business Roles, Departments, Organisational Divisions and Territories are all possible within the solution allowing you to comprehensively set up your solution to best reflect your own organisation.
The way in which you classify your Contacts, Companies and Products etc, are vital in ensuring that an application feels like your own and matches your specific business needs. With our solution you are able to add and modify your specific lookup data, covering all facets of the application.
Support documentation is available against your leads and opportunities as dictated by the workflow template being followed. Documents are accessible via a tab page made available as part of the properties screen of the relevant activity, meaning that all necessary workflow documentation is only a matter of a few clicks away.
Any additional information in electronic format that may have been required or utilised as part of the workflow, can be attached to the relevant lead or opportunity. These documents are then easily accessible from the properties screen. The ability to attach any additional collateral used, is not only vital to the sales cycle itself but also to the process of continual review and improvement in your own best practice guidelines.
