1

Empowering your CRM with Target allocation and Tracking tool

No hectic Sales target Meetings

No hectic mid term sales reviews

No hectic data entries for sales target

Real Time Target achievement report

2

Define sales team / domains if you have multiple

Decide sales quota for your entire team at binary level and Define sales target based on value or Volume

Share the sales target with respective sales personnel and review the real time performance report

3

Define the various sales domains in case if there are more than one service / product offering team

4

Start Creating target and select the respective users

5

Select the sales domain for particular user as we created master previously

6

Select the sales territory / Region

7

Select the sales quota allocation term – monthly / quarterly / semiannually / annually and then define the calendar year

8

Select the timeline – as per the selected Target Tenure

9

Select the parameter (order unit / order value) on which you want to define the pipeline stage wise sales target for individuals

10

Define the sales target for the sales personnel

11

Track the live sales performance report based on multiple parameters

12

Generate / export an extensive user wise sales tracking and performance report with a single click

13

CRM enhancement Suitable for Industries

With medium to large sales team

Contract sales

consulting company

ISPs Pharma / healthcare

sales company

MLM companies

Software and

service sales teams

Insurance sales Teams

Real estate agents

and sales teams

14

Tracking tool compatible with

Could be developed for

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