Forecast Sales
Assign the deal value and determine the likelihood of closing, then utilize reports to compare projected sales against actual results. Analyze forecasts in detail by month, by sales representative, and other criteria.
This is the sixth UpTrader's Forex CRM module, specifically designed for the sales departments of brokerage firms. The module was developed based on extensive customer development and with the participation of brokers.
Ultimately, the Forex CRM's Sales module is an invaluable tool for brokers aiming to enhance their sales operations without the unnecessary expenditure of time and money.
Its extensive functionalities cover all aspects of sales management, ensuring your team can perform at its best and your brokerage can achieve its business goals.
Skyrocket your sales with 6th Sales Module:
Assign the deal value and determine the likelihood of closing, then utilize reports to compare projected sales against actual results. Analyze forecasts in detail by month, by sales representative, and other criteria.
Plan the work of the sales department in stages, customize the work by regions, individual conditions, number of touches, and more.
Unlock enhanced CRM software capabilities that improve transparency, including customizable dashboards that provide immediate updates on your sales progress, sales statistics, and team performance.
Consolidate all your team's activities, including calls and meetings, within a single platform to monitor performance, assess their workload, and strategize for the future.
Oversee your team's progress toward their quotas, keep tabs on successful deals, and set objectives for individual members or the whole team.
Detailed client logs and feeds will help you better understand who your clients are and enable you to develop effective strategies.
The Sales Module is a professional space for your sales team to effectively conduct their sales activities. It features an easy-to-learn interface with numerous tools that assist in planning work, closing large contracts, making follow-up contacts, and more. Here are some tools for the sales department:
To request a demo, please contact us at [email protected].
Sales representatives can use colors to flag promising or poor leads, enhancing efficiency by saving time and reducing efforts on non-viable contacts. The colors and statuses can be fully customized in the Admin module. Also, you can add favorite clients to the left menu marking them by star.
Sales representatives can directly make calls from the client list, eliminating the need to open a separate window for each client, thus streamlining the workflow.
To expedite a sale, managers have the flexibility to offer individual bonuses to specific clients.
Our interface allows managers to postpone tasks if they cannot complete them immediately, or they can schedule future calls with clients.
You can access the entire client's history of actions, providing valuable insights for effective client communication and expectation management.
Managers can access key marketing metrics like UTM, special offers, and registration page details in the client profile, which are crucial for understanding client motivations and identifying sales opportunities.
For a Head of Sales it's crucial to be objective in decision-making and rely on facts and figures, which is why having accessible sales analytics tools and a convenient team management tool is so important. Here are some features that can be utilized:
Seamlessly connect all your business insights in one place.
In addition to Sales Analytics, add the powerful tool Power BI, which is able to show you all the details of your money flow.
With UpTrader Forex CRM's simple analytics interface, you can easily see which managers are most successful, who completes tasks efficiently, and track the highs and lows of in and out metrics.
Increase your efficiency in sales by creating a managerial hierarchy, assigning team leaders and members, customizing information visibility, and segmenting departments geographically and more.