Prompt your company and its salespeople to take decisions that will bring you closer to a sale.
Relevant data from all sales
PDAs/Desktops is aggregated at the backend application provided by UWCT. This would include information on sales stages, quotes, orders, sales bottlenecks and sales performance against actual/forecast with respect to targets (quotas).
SquidSales – Front-end
• Contacts (local)
• Customers/Accounts (global)
• Opportunity module (leads/deals)
• Orders
• Quotes
• Item list (quantity on hand - price - lead times)
• To do
• My plan Vs My actual
• My plan Vs My Forecast
• By Zone (for sales person)
• Plan (sales target plan)
SquidReports
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Variance
reporting
1. Current Performance by district – budgeted/planned vs. Actual
2. by region/zone or salesperson -- budgeted/planned vs. Actual
3. Account information by variance-
4. Dealer Activity by district
5. Dealer Activity by salesperson
Pipeline/funnels
1. Sales Pipelines
2. Opportunity Stages
3. Pipeline Forecasts – Against budgeted/planned
Bottleneck reports
1.Factors prohibiting sale by district/salesperson
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