Sales Management Tools | Sales Team Software Solutions

Sales management tools to streamline your sales process

Are you looking to streamline your sales process to improve lead management and increase the visibility of sales KPIs and pipeline reports? Or are you looking to remove the repetitive manual data entry from everyday tasks through cost effective sales management tools?

Codeless Platforms’ sales management tools help you to free up employee time by removing the repetitive administration tasks such as placing sales lead details from your website into your CRM system, automating sales reports or automatically notifying them if their customer has been placed on credit hold in your accounting system.

Common processes that we have helped sales departments with:

CRM integration connectors for Salesforce, Microsoft Dynamics CRM, SugarCRM, Agile CRM, Sage CRM and many more.
Notification of sales enquiries via websites, social media etc that require a follow up
Summaries of recent orders or goods dispatched sent to sales managers
Microsoft Exchange integration with your CRM application
Automatically creating and distributing sales KPI and pipeline reports
Integrating QuoteWerks with accounting and CRM software to synchronise key data such as quotes, orders, products and purchase orders
Automatic notification of customer account placed on credit hold within an accounting system
Automatically assigning sales enquiries to relevant sales representative
Automating your credit referencing process with CreditSafe before engaging with new customers
Automating price change notifications and new supplier price lists to the sales team
Automated follow up of sales opportunities that have not been chased for ‘x’ period
100% fit cloud-based CRM system with a Microsoft Outlook Plugin
Automating the process of having quotes, proposals or discounts authorised by managers
Automatically generate an email chasing sales people who have not submitted activity reports or other documents
Alerting sales people when their activity levels fall below pre-set thresholds
Integrating your CRM system with Companies House for up-to-date company records and key contacts

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Sales Department Case Studies

Codeless Platforms’ software solutions are tried and tested. Don’t just take our word for it though. Discover what other sales teams had to say about us, and find out how we helped them improve access to information, eliminate repetitive admin processes and improve efficiency.

Case Study: Softline UK

Softline UK, a distributor of hardware and technology, automated its sales order processing and management by integrating Sage 200 and eBay Merchant Integration Platform.

Case Study: inov-8

inov-8, a footwear, clothing and equipment brand, improved its sales order fulfilment process by integrating Microsoft Dynamics AX with eCommerce and courier services.

Case Study: Bob Martin

Bob Martin, a supplier of healthcare products for pets, processed sales orders quicker by integrating SYSPRO with Microsoft Dynamics NAV and EDI (TrueCommerce).

Case Study: Graff Diamonds

Discover how Graff Diamonds has gained significant ROI by integrating SAP Business One, SAP Concur and multiple EPOS systems, and then automating a multitude of business processes with BPA Platform.

Sales Connectors

Agile CRM

Blue Alligator

Brightstar CRM

ConnectWise

Firefly Suite

Highrise CRM

Infor CRM / Saleslogix

Maximizer CRM

Microsoft Dynamics 365 CRM

Microsoft Dynamics CRM

Pipeliner CRM

Sage CRM

Salesforce

SAP Business One

SugarCRM

Sales Blog Articles

Read up on the latest thoughts, trends and insights regarding business process automation, application development and how they can influence your sales.

28 January, 2020

Sales