SALES TEAM MANAGEMENT

Contact book

How many times do you write to the same person? Another offer, another proposal, a reminder, or simply maintaining the relationship. Sales is a process that usually requires more than one contact. With the contact book, once entered, a contact stays at hand so you can recall it in a few clicks without having to type it in manually.

You can also go directly to the contact book and select the person you want to send an offer or other document to.

 

This simple solution will save you a lot of time searching for and entering contacts, while also allowing you to thoroughly describe a contact by adding address details or notes with important information. At the same time, each Client's card is continuously and automatically updated with a valuable contact history – a chronological list of activities, offers, and documents so you can track and analyze the entire process. Discover the confidence and knowledge that such information provides!

 

 

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Related features
"Companies" module

Sellizer allows you to add individual contacts and archive the communication you conduct with them. We've taken this functionality to a whole new level by enabling the creation of company profiles to which you can assign individual contacts.

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Team activity reports

Want to maintain control over results and work efficiency? You'll appreciate the team activity reports available in the app and regularly sent by email every week, month, quarter, and year. The clear and convenient report format will allow you to quickly verify team effectiveness and determine which salesperson is performing best and who might need help.

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Role and permission management

Your team is unique, because there simply isn't another one like it. Teams can vary: small, large, with a clear hierarchy, or where everyone works at equal positions. Often everyone has similar experience, but usually there's both a mentor and a newcomer on the team. Sellizer adapts to every team and every management model.

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Creating and managing a sales team

Move your team to Sellizer! In just a few seconds, you'll add all your colleagues to the system - simply provide their email addresses. As a leader, you can track your entire team's work and effectiveness in real time. This gives you the chance to quickly identify critical points in the sales process and fix them.

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