What is an enquiry management platform?
An enquiry management tool is a platform that is designed to help sales teams manage and automate their sales and enquiry processes. These tools typically provide a range of features that enable sales teams to track leads, manage contacts, manage sales pipelines, monitor performance, and analyse data.
Key Features:
Some of the key features of an enquiry / sales management platform include:
- Lead and contact management: This feature allows sales teams to organise and manage their sales enquiries and contacts in one central location.
- Sales pipeline management: This feature enables sales teams to visualise their enquiry pipeline and track the progress of each enquiry.
- Activity tracking: This feature helps sales teams track their daily activities, such as calls and emails.
- Reporting and analytics: This feature allows sales teams to generate reports and analyse data to gain insights into their sales performance.
- Sales forecasting: This feature helps sales teams forecast future sales revenue based on historical data, current trends and enquiry conversation rates.
What are the benefits?
There are many benefits of using a sales management tool. Here are some of the most important ones:
- Increased efficiency: A sales management tool can automate many of the tasks that are typically performed manually, such as lead tracking and follow-up. This can save sales teams a lot of time and allow them to focus on more important tasks.
- Improved organisation: By centralising all of their sales data in one place, sales teams can stay organised and ensure that nothing falls through the cracks. This can lead to more effective communication and collaboration among team members.
- Better visibility: A sales management tool can provide real-time visibility into the sales pipeline, allowing sales teams to see where each deal stands and identify potential roadblocks before they become major issues.
- Enhanced customer experience: By providing sales teams with a complete view of each customer’s history and preferences, a sales management tool can help teams tailor their interactions and provide a more personalized experience.
- Improved forecasting: A sales management tool can provide insights into sales trends and help teams forecast future revenue more accurately. This can help companies make better business decisions and plan more effectively for the future.
How can Radar help?
Radar have developed a new Sales/ Enquiry Management tool focussed around travel which enables businesses to also benefit from the following in addition to the above benefits:
- Centralised hub for ALL sales enquiries
- Integrates with Radar
- Amalgamates same enquiry from multiple sources
- Provides visibility for all enquires and sales pipeline progress
- Provides efficiencies through task automation
- Provides real-time, actionable analytics through dashboards
- Integrates with telephony systems
- Fully configurable
Click here for the data integration flow
Enquiry management benefits include:
- Enquiries can be automated or manually allocated to a sales agent
- Agent advised of new enquiries, enabling real time engagement
- Enquiries can be prioritised based on customer value
- Customer data populated from Radar Customer Data Hub – enabling personalised engagement with enquirers
- Visibility on enquiry response time
- Pipeline enables streamlining of the sales enquiry process
Task management benefits include:
- Automated traffic-light task prioritisation
- Sales agent visibility on all individual tasks & performance
- Sales agents will receive system (or email) notifications around tasks
- Sales manager visibility on all open tasks & performance of all members of the team
- Tracking of enquiry task progress
Dashboard benefits include:
- Visualisation of real-time analytics for business performance and trends
- Sales manager visibility of team & individual enquiry progress & conversion
- Enabling data driven decision making through actionable analytics
Get in touch
If you would like to request a Demo to understand more about how Radar may be able to help you with your sales enquiries and your business challenges, get in touch.
Overall, we:
- Integrate with your business partners and align all customer data into a single customer view.
- Enable full automation of customer communications throughout the customer journey with our CRM, marketing suite, and email platform, using the single customer view.
- Enable compliant management of customer permissions and preferences through our preference centre.
- Provide greater visibility through reporting and analysis with our online customer surveys and questionnaires.
- Enable a more targeted personalised communications strategy with our customer segmentation experience and technology capability.
- Provide greater visibility of business performance through our reporting tool, enabling smarter decision making.
- Help to bring marketing, sales, and customer operations teams together with aligned technology catering for all customer touchpoints throughout the customer journey.
- Provide all the training, ongoing support, and advice your teams require.
We also pride ourselves in being a trusted advisor for our all our clients, whatever challenge they face, the experienced team have often walked in their shoes before!
Looking to find out more? Get in touch and we can help you with your requirements and delivering a tailored solution for your business.
Email us at michelle@marketingradar.com
