SALES AUTOMATION
Automatic sales reports
For salespeople, reports can be a nuisance and an imposed necessity; for managers, they're a convenient summary and source of current knowledge about team efficiency. How to bridge these two worlds? The answer is automatic reports – now you don't have to waste time on reporting, yet you still get quick periodic summaries of sales activity – yours and your team's.
By using the periodic automatic report:
- You'll learn how many offers were sent – in total and individually by each team member
- You'll summarize how many of the sent proposals were opened
- You'll measure the sales effectiveness of the entire team and each employee individually
This quick automated solution will help you save a lot of time. On one hand, it eliminates the need for manual report preparation and comparison;
on the other hand, it gives you instant insight into the team's condition and effectiveness. This allows you to quickly identify problems and bottlenecks and efficiently eliminate them, which is the shortest path to improving sales results. An additional advantage of the reports is their accessibility. You'll find them in the app panel and receive them weekly by email, allowing you to quickly and conveniently assess the state of sales.
Related features
A general, standard, packaged, template offer, or simply the same one because it's targeted at several Clients with similar expectations and needs. What do you do when you want to send it again to a different recipient? With the quick offer copying option, you can do it without filling in all the data from scratch – just enter the new recipient's details and click send.
Do you work late, on weekends, or maybe you simply serve Clients from a different time zone? Sending an offer at 4 AM is a bad idea, but after hours spent at the computer, you just want to get it done. Schedule the delivery in advance – choose a specific date and time for your offers to be sent, and Sellizer will take care of the rest.
OFFER -> CONTRACT -> DEAL! Can it really be that simple? Try the "Request a contract" widget and see for yourself. You can enable this feature in the Sellizer panel when sending an offer. While browsing your proposal, the Client will see a special window with an email address field and a button that allows them to instantly request a contract. The request notification will be immediately sent to your email. Closing the sale is within reach.
Sometimes you need to give the Client some initiative, so when you don't want to contact them right after they open the offer, you leave the ball in their court by inserting a widget at the end of the document with a single click. The recipient will see a special window with a form containing a message encouraging them to leave their phone number or email and information about the possibility of a consultation. We'll immediately forward the callback request to your email.
You know how it is with mass email sends: you have a unique, attractive offer you've been working on for the past week and you're convinced all Clients should love it. First, you struggle to send everything without violating GDPR, and when push comes to shove, half the recipients don't receive your message because it lands in SPAM. That's over now.
You're probably used to the way you send offers: via Facebook, Skype, or even by SMS – fortunately, to enjoy all the benefits of Sellizer, you don't have to change that. From within the tool, you can easily generate an offer link that you can mask with your own text.
Do you work according to a well-thought-out plan, have your own template that you always use for the first message, or in emails summarizing a conversation? Why rewrite or copy-paste it from a file every time when you can create a template in Sellizer?
Turn your website into a lead generation machine! With just a few clicks, you'll configure a pop-up window with a sign-up form containing fields like email, phone number, and first name. The finished design will be generated by Sellizer as code ready to paste onto your website.
Have you ever heard of lead nurturing? It's about feeding the contact, gently warming them up, strengthening the relationship, and bringing it to a boil that ends in a desired sale. That's your daily, sometimes tedious work, consisting of an endless cycle of offers, phone calls, and follow-ups.