The Sales Planning module in Tour de Force CRM provides an easy and convenient way for an organization to analyze their sales data and set goals based upon their sales, profit, and growth objectives.
Tour de Force CRM integrates to an organization’s ERP system, providing full access to actual sales data. The Sales Planning module then allows creation of sales goals by territory, region, customer account, and/or salesperson. The module also allows for creation of sales goals by product group, revenue category, or vendor for each territory, region, customer account, or salesperson. These sales goals then provide real time analysis throughout the year on actual versus goal without any manual updates to the plans.
Every organization has different methods and objectives when they create their sales goals for the upcoming year. The Sales Planning Module in Tour de Force CRM was developed with a high level of flexibility necessary to accommodate these varying objectives, and can currently accommodate at least 43 different methods of Sales Planning.
Be Efficient
- Easily create sales goals by territory, region, customer account, and/or sales person with the ability to set product group, revenue category, and vendor goals within each area.
- Goal setting can be done at an Executive level or can be assigned to the appropriate Territory Managers, Branch Managers, or individual Sales People.
Be Effective
- Drive sales and profits by giving your Sales Team an easy and convenient way to review their YTD Sales, MTD Sales, Last YTD, YTD Growth, Annualized Run Rate, Annualized % of Goal, and % of Goal at any time.
- Provide Sales Managers with the tools they need to coach more effectively.