About

SalesLoop is a CRM system that can improve Sales Agents efficiency and increase and strengthen relationships with customers by making project and proposal intelligence available at all times. Designed, developed and used by Sales Agents themselves our CRM has been tried and tested by sales organizations.

Live pipeline values, customer analysis and sales order forecasting are crucial to Sales Agents regardless of the product or sector they sell into. SalesLoop is a product to manage multiple projects from varying manufacturers, allowing sales teams the facility to issue live up to date reports, new project information, quotation requests and sales order intelligence direct to their Principals.

SalesLoop Seamlessly Links Projects, Contacts, Companies and Follow Up

Features

Projects and Quote Grid

Projects View contains all the details you need to close a sale: project notes and history, project specific companies and contacts, project specific quotes, enquiries, drawings and specifications, follow up dates and actions.

Our quote grid allows you to track which quotes have been sent to which contacts easily and allow you to request copies of other quotes, add contacts and manage the life of the project.

Companies and Contacts

The SalesLoop contacts database shows all the key client details: client visit notes and order activity, location address, full individual contact details (email, mobile etc), links to live projects which client is involved with.

Follow Ups

The Follow Up View shows what needs to be done each day, in a condensed overview so it can be more easily digested and actioned if required. This includes: link to project view, project name, quote value, commission value, latest note, key contact name, mobile No and email (with links) and follow up date and actions.

Reports and Analysis

The Reports feature allows SalesLoop to run a number of fully customisable reports. Reports currently available include: project statistics (by month, manufacturer, area and/or totals of our pipeline), outstanding quotes, contacts reports (specific types of clients in specific areas) and projects reports.

SalesLoop allows you to know at any point EXACTLY what is in your Pipeline. It has up to the minute, real time, historical, and factual analysis of: No of new projects logged each month, value of new projects logged each month, total No of live projects, total Value of live projects, No of OTPs, value of OTPs. This data can be broken down by area, owner or manufacturer so that you can see at any point where you should be targeting your effort.