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.
Sales Module
What is Sales Module?
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.
Want your business to achieve more?
Skyrocket your sales with 6th Sales Module:
Set up a sales funnel
Plan the work of the sales department in stages, customize the work by regions, individual conditions, number of touches, and more.
Get insights
Unlock enhanced CRM software capabilities that improve transparency, including customizable dashboards that provide immediate updates on your sales progress, sales statistics, and team performance.
Track activity
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.
Set Team Goals
Oversee your team's progress toward their quotas, keep tabs on successful deals, and set objectives for individual members or the whole team.
Understand your clients
Detailed client logs and feeds will help you better understand who your clients are and enable you to develop effective strategies.
Main Features for Sales Managers
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].
Lead Status
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.
Quick Calls
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.
Manually Allocated Bonuses
To expedite a sale, managers have the flexibility to offer individual bonuses to specific clients.
Task Postponing
Our interface allows managers to postpone tasks if they cannot complete them immediately, or they can schedule future calls with clients.
Logs and Feed
You can access the entire client's history of actions, providing valuable insights for effective client communication and expectation management.
Marketing Metrics
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.
Main Features for Head of Sales
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:
Organize all your data like a pro
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.
Learn How to Transform Your Sales Approach with Analytics Tools in UpTrader Forex CRM.
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.
Add Transparency in Sales team management in your Brokerage.
Increase your efficiency in sales by creating a managerial hierarchy, assigning team leaders and members, customizing information visibility, and segmenting departments geographically and more.
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