CRM, Follow Ups, Hitting Goals / KPIs
These are all part of sales for any business. Spud’s Business Management Software makes it easy, only collecting the information needed and providing accurate reporting to give notice to the people getting it done.
- Sales Tracking
- Quoting
- CRM
- Prospecting
- Referral Partner Management
Utilizing Spud's Business Management Software
By starting with our software all the following functionality is already developed and tested. Most importanly, we can customize any of the following and create new functionality if needed. This can be done quickly and for a much lower cost than starting from scratch.
Sales To Do List
Have all your follow ups listed in order and ready to go when you sign into Spud.
Organized by follow up date and type
Automatically organizes your follow ups for the day by type of follow up. Like all of our software, we will customize it to fit your sales team’s process.
- Ordered by follow up date
- Quick data entry
- Customized to your businesses sales stages
Sales - Activity Tracking
Sales Call Tracker used on your mobile phone is a very effective tool for getting through your to do list quickly. ~7m Video
Quickly enter sales activity
Salespeople want to be selling, not typing on the keyboard all day. We put quick buttons to save typing and it works great on their mobile phone.
- Track as opportunities go through the sales pipline
- Fly through cold calls
Quoting
Streamlined quoting processes establish accurate and consistent quotes. ~6m Video
Quote Builder Will Save You Time
Spud makes sure quotes are completed quicker and nothing is missed.
- Revision tracking
- Reads from inventory to know what is available
- Generates standardized quotes
- Includes T&C's / disclaimers / etc
CRM
Organize your businesses prospects, clients, vendors and user information.
All your Customers information
Easily access everything about your targets, prospects and customers.
- Linked to marketing efforts
- Easily add communication notes / interactions
- If you purchase contact lists, send them to us and we will import them for you
Prospecting
Before there is an opportunity, they are a prospect and Spud makes sure your sales team stays in touch. ~5m Video
From Targets to Prospects
From purchased lists, to referrals, to past clients that have moved on to another company, Spud helps you make sure they are thinking about your business next time they need something.
- Interaction tracking
- Quick activity data entry
Referral Partner Management
Great for tracking people sending work your way. ~4m Video
Tracking outside sales Reps
Spud makes tracking your outside sales team / referral partners easy.
- Make sure there is no overlap with your internal team
- Track commissions
- Allow access to the quote builder feature for consistent quoting
Reports / Dashboards
Spud includes 60+ reports / dashboards. Like all of Spud's software, the reports / dashboards can be customized to fit your business.
