The sales force of your business truly can make or break your operation. A failing sales department can sink a business faster than just about anything else the market can throw your way. If you aren’t developing or converting enough quality leads, your operational costs will inevitably exceed your profits and sink your ship. Conversely, a thriving sales force with excellent closing rates and high sale volume can bring your business prosperity almost overnight. For this reason, as I mentioned in my previous article about automating part of your sales processes, is a highly important target as companies worldwide have funneled considerable time and resources into developing effective solutions to the constant challenge of turning a profit through consistent sales strategies and techniques. The sales aspect of your business is, for lack of a better term, close to the money. It is the function that turns what you sell or offer into money in your and your employees’ pockets, and for that reason, it is absolutely crucial that you put your best foot forward in that arena. Another reason your business handles sales is so important is that, unlike more ancillary business functions, the way your sales team presents your business directly impacts the way the consumer perceives your operation. In sales, missteps can burn bridges where potential clients can pass over you if you don’t present well the first time.
Like just about everything else in business, Sharepoint can be used to improve your sales workflow dramatically. Sharepoint is Microsoft’s business logistics solution that enables organizations to collaborate seamlessly in a digital environment using cloud networks. Sharepoint is a powerful software out of the box. It will almost definitely solve many of your business logistical challenges. Still, we here at Infowise identified a series of functionalities that we believed would improve the usability and effectiveness of the software, elevating from collaboration and file-sharing software to a complete business solutions building environment. Our expansion, Ultimate Forms, introduces fully customizable and dynamically integrated forms for just about every business function you can think of, up to and including sales. Our sales form lineup is as follows:
Sales Quote generator
This form format is a tool that allows your sales staff to create attractive sales quotes in a matter of moments easily. The form is broken into three sections; customer, products, and terms. These categorizations of information allow for both the sales personnel and the potential customer to navigate the quote with ease. The form also features an attachment section for relevant external files such as PDFs and images.
Download Sales Quote generator by Infowise
Lead management
The lead management tool is powerful; lead prospecting solution that facilitates lead development and tracking dynamically from research to closing and beyond. It is an easy-to-use but especially capable tool in our sales solution arsenal. I recommend that you explore the live demo here as it is a wide variety of built-in features that are easiest to understand by demoing.
Download Lead Management by Infowise
Helpdesk
A helpdesk solution is a tool that allows your sales and customer service departments to track customer complaints and administer active support. Sales doesn’t end with the close; it should be maintained so as to cultivate repeat business which bolsters stability and longevity. With the help desk solution, you can provide your team with the right tool to keep customers happy into the future.
Download Helpdesk solution by Infowise
Project management
This solution is a logistical tool that allows your business to track customer service once sales are closed properly. In addition, the form enables your sales staff and fulfillment managers to work in concert, making the handoff from sales to project completion much smoother.
In this day and age, sales, just like almost everything else in business, can be streamlined and improved through the use of digital tools. Sharepoint is one such tool and has an extreme amount of potential natively. That being said, we saw a few opportunities to enhance its abilities, in this case in the context of sales, so we introduced them in the Ultimate Forms expansion. These tools, among others, have been specially designed to enhance your sales department, regardless of the size of your business. If you have any questions or would like to try demos of the Ultimate Forms, please feel free to reach out to us here at Infowise or explore our site!
Download Project Management by Infowise
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Flexible Forms
Convenient responsive modern forms, featuring tabs, section and column permissions, dynamic rules, repeating sections, electronic signatures and input validation, while keeping all your data safely inside SharePoint.
Smart dynamic SharePoint forms provide an exceptional user experience, improve data quality and simplify business processes, saving you valuable resources.
Intuitive Automation
Replace complex SharePoint and Power Automate workflows with simple, but versatile Actions to create and update data inside SharePoint and in a variety of integrated applications, such as Exchange, MS SQL, Teams and many more.
By reducing the learning curve, you empower more people in your organization to create and manage business solutions, successfully removing bottlenecks.
Clear Reporting
Present data as actionable insights with detailed shareable reports, dashboards, KPIs, calendars and charts.
Everyone is able to visualize information in an accessible fashion, improving responsiveness and accountability.
100’s of Templates
