Many Sales Managers or Directors create sales forecast information by collating spreadsheets received from their sales team. Not only is this a slow and labour intensive process, but it is also immediately out of date, open to re-keying errors and is owned locally.
Within Lakeview’s LV ERP system your sales team will manage their prospects, leads and opportunities (within the CRM module). As MD, you will require easy access to sales information plus any analytic reports from anywhere and undoubtedly from within a web browser / Web Client.
With LV ERP you have the ability to:
- Review your sales pipeline and forecasts in real-time and from anywhere.
- Drive more effective sales meetings as you no longer require physical team meet ups.
- Review your sales analytic reports with the team on-the-fly and remotely.
Lakeview’s LV Web Client allows anyone authorised to view the system on any device via any web browser. This allows you and your sales team to update, query or review sales data from anywhere in the world and at any time‚ keeping you in control.
LV CRM module facilitates proactive sales & prospect meetings
Use your sales team meetings to update the CRM system there and then (on-the-fly) and remove the need to make individual forecast updates after the meeting.
With LV CRM your sales team will update both leads and opportunities once they’ve finished meeting a prospect or customer.
Using an iPad, smart phone or laptop your sales team can access LV ERP and update the system with:
- Meeting notes
- Deal values
- Convert leads to opportunities
- Convert opportunities to orders
- Convert prospects to customers
LV CRM supports electronic document management
Once satisfied with your sales forecast you can email a PDF of the report to whoever needs it, or save it for your next Board meeting pack.
LV ERP facilitates remote working at no extra cost
There is no need to purchase any Terminal Server or Citrix type software to be able to remote connect to LV ERP and no help needed from expensive external IT consultants.
Any new transactions or updates are automatically made to the LV ERP system wherever it resides in the world, or in The Cloud, so there is no rekeying and all data is viewed in real-time.
This is how sales teams and leaders should be functioning in the 21st Century in order to provide a competitive edge, win more business, manage costs and provide excellent service.
The best way to see how ‘LV’ ERP‘ can help your business is to a talk with a Lakeview consultant on 0208 303 3329.
About Lakeview
Lakeview are authors of ERP solutions providing outstanding levels of customer service to UK SME’s for over 25 years.
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Visit iTunes to download LV ERP to your mobile device
Or download our LV brochure to read more on LV ERP for mobile
Author: Mark Greatrex, CEO, Lakeview Computers Ltd
Technorati Tags: CRM, ERP CRM, LV ERP
