Omni Sales Effort

The goals of implementing OmniSalesEffort:

• OmniAdministrator allows the user to enter a sales prospect and estimate the chance of order, order date, sales stage, and general sales comments.
• By having the complete customer communication and order history on the screen in front of the sales, service, or technical support person they can better understand and serve the customer. Then by taking a moment to add a new note every time someone talks with the customer, then everyone will benefits and especially the customer.
• Many CRM systems rely on the user to add short notes for all types of communication; such as emails, letters, faxes, and phone conversations. Written communication is often the most crucial information which includes pricing, specifications, promises, etc. In OmniAdministrator these are added automatically when the person uses the system to email, generate letters and faxes. Naturally, phone conversations still need to be added manually.
• Imagine creating a system where the sales, service, or technical support person can access and update customer data anytime and anywhere. OmniAdministrator does this for your business. Can you imagine your sales manager attending a conference or expo while being available to complete essential tasks for the home office. Imagining a technical support person being able to stay home with a sick child while still being available for crucial technical support issues. This anytime/anywhere principle holds opportunities for building better customer relationships and providing a better and more flexible work place for your team members.

Extreme mobility

For your traveling sales and support staff, having access through cell phone PDAs and wireless laptops makes it easy and convenient to update the system; meaning, there is no longer an excuse for not getting it done. This benefits all. But imagine a sales person waiting in the airport and answering emails on his PDA. This is nothing new, but the real benefit of OmniAdministrator is that these incoming and outgoing emails become part of the note system under each contact point right away. This is what we consider an extremely mobile virtual office. Furthermore, traveling sales and support staff will often "tax" the office personnel heavily to do work for them, this again is nearly eliminated by OmniAdministrator, since we put all the functions at their disposal anytime and anywhere they have internet conenction.

Sales Forecasting

We all know sales people. If they have had a few good days the future looks great for our product. But this is based on feelings and not facts. By using the Sales Prospecting in OmniAdministrator you can measure the value of your sales leads, view your sales pipeline, and get a better handle on the estimated future sales plus market position. Naturally, this feature is most valuable to businesses which sell equipment and other one-time sales. However, those in repeat businesses using long term contracts, this would still be a very valuable tool.

Continuity and Security in Customer Relationships

This is one of the often unspoken risks in an organization. What happens when a sales person leaves the team for any reason (moving away, accident, retirement, etc.) for a temporary period or permanently. In these cases, most often you will get good cooperation in taking their sales pipeline forward. However for cases when a person leaves on less than friendly terms, it is normally not the case. In either case, but certainly more in the latter, it is difficult to continue fluidly with another person's customer relationships without a loss of time and sales opportunities. With OmniAdministrator you can simply turn over the contact calendar and sales prospects to a new person or divide it up between members of your existing sales team.

Data security

This should probably be much higher on the list. We all know that one problem with loosing representatives is first your ability to contact his current and prospective customers, which we mentioned earlier. But an equally important issue is your ability to protect the contact information generated by your representative from being used at a competing company. Although you can not totally eliminate this risk you can certainly reduce the probability by revoking the representative's login and password. In the end, we have designed OmniAdministrator to be used in a certain way, but also understand that you will have your own specific ways of best utilizing it to suit your needs and requirements. However, when you and your team understand how we designed the system and all it's many features you should be able to get the maximum benefit.