Sales Automation

Empower your sales team with SalezShark sales automation CRM; offering a unified platform to your sales experts where they can work together, manage data, fix appointments & create follow-ups with promising buyers and existing clients. Leverage various features of SalezShark sales automation software to amplify your sales process & turbocharge team's efficiency to close more deals in lesser time.

Lead Management

Any individual who expressed an interest in either knowing or buying your products and services is known as a lead in SalezShark sales automation CRM. In simple terms, any business enquiry received by an individual or company is termed as a lead. SalezShark sales automation tools simplify your process of Lead management...

Any individual who expressed an interest in either knowing or buying your products and services is known as a lead in SalezShark sales automation CRM. In simple terms, any business enquiry received by an individual or company is termed as a lead. SalezShark sales automation tools simplify your process of Lead management. It enables your sales executive to keep a track of all the potential business clientele, along with relevant information about them, under a single umbrella for easy tracking & management. You can also automate lead distribution, generate leads and nurture them by engaging more with the assistance from captured details and multiply the conversion rate.

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Account & Contact Management

Any registered organization that expressed an interest in either knowing or buying your products and services is termed as an account in the SalezShark sales automation process. It could be either created as a new one or it can be existing in the system. However, a contact in the SalezShark system can be referred to as a contact point in an organization. Any lead that gets converted into an account, the organization name turns into the account name and the lead (individual) name turns into contact in that account.

Any registered organization that expressed an interest in either knowing or buying your products and services is termed as an account in the SalezShark sales automation process. It could be either created as a new one or it can be existing in the system. However, a contact in the SalezShark system can be referred to as a contact point in an organization. Any lead that gets converted into an account, the organization name turns into the account name and the lead (individual) name turns into contact in that account. SalezShark sales automation software enables you to organize contacts based on profiles and categorize them under specific accounts to ensure quick traceability of all connections. The relationship between the account and contact records is one-to-many. This means that there can be many contacts associated with a single account or we can say an account, known by the organisation name, can have multiple point of contacts listed under it.

Opportunity & Sales Tracking

Any kind of potential future sale to new or existing clients is termed as an opportunity in the SalezShark sales automation process. It enables sales experts to predict future business requirements and sales revenues. Opportunities are sales deals, and closed deals mean sales target achievement & revenue.

Any kind of potential future sale to new or existing clients is termed as an opportunity in the SalezShark sales automation process. It enables sales experts to predict future business requirements and sales revenues. Opportunities are sales deals, and closed deals mean sales target achievement & revenue. So, tracking deals is extremely important to sales team & the management. This feature of sales automation tools enables you to track & manage all your sales deals and know exactly where it is in your sales pipeline. Not only this, the system also informs you about the probability of closing these deals on the basis of the stage it is in.

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Activity & Task Mgt img

Activity & Task Management

The activity and task management feature of the SalezShark sales automation tools help your sales executives to engage promising buyers and existing clients via emails, calls, meetings, demos, or any other mode. As the lead gets created in the SalezShark, the sales agent can start building a relationship with the lead by doing multiple activities that help in turning a lead into a client. A completed task is termed as an activity; so, as the task gets finished, you need to mark that scheduled task as finished in the system so it can be known as performed activity. These features enable your sales experts to schedule meetings, track assignment completion, and activities through calendar schedulers.

The activity and task management feature of the SalezShark sales automation tools help your sales executives to engage promising buyers and existing clients via emails, calls, meetings, demos, or any other mode. As the lead gets created in the SalezShark, the sales agent can start building a relationship with the lead by doing multiple activities that help in turning a lead into a client. A completed task is termed as an activity; so, as the task gets finished, you need to mark that scheduled task as finished in the system so it can be known as performed activity. These features enable your sales experts to schedule meetings, track assignment completion, and activities through calendar schedulers. A task is an activity that needs to be accomplished within a defined period of time while an activity is an event which has already occurred. You can create new tasks & check all the activities on any particular lead/ contact/ account/ opportunity in SalezShark sales automation CRM. This assists you increasing customer engagement & retention.

Quota Assignment

A sales quota refers to a time-bound sales target set by management for a particular sales team, or individual sales reps. Sales quotas are often attached to a daily, monthly, or quarterly period. It can be measured in a number of different ways, including by profits, sales, or rep activity. This feature of sales automation software leverages the power of sales intelligence and enables you to set sales quota for all your teams or individual sales reps. and measure performance of the teams or individual sales reps respectively.

A sales quota refers to a time-bound sales target set by management for a particular sales team, or individual sales reps. Sales quotas are often attached to a daily, monthly, or quarterly period. It can be measured in a number of different ways, including by profits, sales, or rep activity. This feature of sales automation software leverages the power of sales intelligence and enables you to set sales quota for all your teams or individual sales reps. and measure performance of the teams or individual sales reps respectively. Sales reps can have a quick look at their sales performance against set quota with Target Meter available on their Sales Dashboard.

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Inventory Mgt img

Inventory Management- Products, Orders & Invoice

Manage the products and services that you offer to the customers by associating products to the accounts. With this feature of sales automation tools you can also keep a tab on inventory and the interest of the customer at your ease as well...

Manage the products and services that you offer to the customers by associating products to the accounts. With this feature of sales automation tools you can also keep a tab on inventory and the interest of the customer at your ease as well as maintain the pricebook & generate orders & invoice directly from the system.

Sales Forecasting

Take a quick look at deals and track forecasted revenue to get an indication of your organization’s sales health. Sales forecasting enables you to make informed decisions for your business. It predicts performance against your short & long term organizational goals.

Take a quick look at deals and track forecasted revenue to get an indication of your organization’s sales health. Sales forecasting enables you to make informed decisions for your business. It predicts performance against your short & long term organizational goals. With SalezShark sales automation CRM you can setup customizable forecasting to gauge how your organization is foreseeing its sales & revenues. You can also select from different currencies & time ranges to forecast your business on monthly or quarterly basis.

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Lead Management

Any individual who expressed an interest in either knowing or buying your products and services is known as a lead in SalezShark sales automation CRM. In simple terms, any business enquiry received by an individual or company is termed as a lead...

Any individual who expressed an interest in either knowing or buying your products and services is known as a lead in SalezShark sales automation CRM. In simple terms, any business enquiry received by an individual or company is termed as a lead. SalezShark sales automation tools simplify your process of Lead management. It enables your sales executive to keep a track of all the potential business clientele, along with relevant information about them, under a single umbrella for easy tracking & management. You can also automate lead distribution, generate leads and nurture them by engaging more with the assistance from captured details and multiply the conversion rate.

Lead img

Account & Contact Management

Any registered organization that expressed an interest in either knowing or buying your products and services is termed as an account in the SalezShark sales automation process. It could be either created as a new one or it can be existing in the system.

Any registered organization that expressed an interest in either knowing or buying your products and services is termed as an account in the SalezShark sales automation process. It could be either created as a new one or it can be existing in the system. However, a contact in the SalezShark system can be referred to as a contact point in an organization. Any lead that gets converted into an account, the organization name turns into the account name and the lead (individual) name turns into contact in that account. SalezShark sales automation software enables you to organize contacts based on profiles and categorize them under specific accounts to ensure quick traceability of all connections. The relationship between the account and contact records is one-to-many. This means that there can be many contacts associated with a single account or we can say an account, known by the organisation name, can have multiple point of contacts listed under it.

Account & Contact img

Opportunity & Sales Tracking

Any kind of potential future sale to new or existing clients is termed as an opportunity in the SalezShark sales automation process.

Any kind of potential future sale to new or existing clients is termed as an opportunity in the SalezShark sales automation process. It enables sales experts to predict future business requirements and sales revenues. Opportunities are sales deals, and closed deals mean sales target achievement & revenue. So, tracking deals is extremely important to sales team & the management. This feature of sales automation tools enables you to track & manage all your sales deals and know exactly where it is in your sales pipeline. Not only this, the system also informs you about the probability of closing these deals on the basis of the stage it is in.

Opportunity & sales tracking Img

Activity & Task Management

The activity and task management feature of the SalezShark sales automation tools help your sales executives to engage promising buyers and existing clients via emails, calls, meetings, demos, or any other mode. As the lead gets created in the SalezShark, the sales agent can start building a relationship with the lead by doing multiple activities that help in turning a lead into a client.

The activity and task management feature of the SalezShark sales automation tools help your sales executives to engage promising buyers and existing clients via emails, calls, meetings, demos, or any other mode. As the lead gets created in the SalezShark, the sales agent can start building a relationship with the lead by doing multiple activities that help in turning a lead into a client. A completed task is termed as an activity; so, as the task gets finished, you need to mark that scheduled task as finished in the system so it can be known as performed activity. These features enable your sales experts to schedule meetings, track assignment completion, and activities through calendar schedulers. A task is an activity that needs to be accomplished within a defined period of time while an activity is an event which has already occurred. You can create new tasks & check all the activities on any particular lead/ contact/ account/ opportunity in SalezShark sales automation CRM. This assists you increasing customer engagement & retention.

Activity & Task Mgt img

Quota Assignment

A sales quota refers to a time-bound sales target set by management for a particular sales team, or individual sales reps. Sales quotas are often attached to a daily, monthly, or quarterly period. It can be measured in a number of different ways, including by profits, sales, or rep activity.

A sales quota refers to a time-bound sales target set by management for a particular sales team, or individual sales reps. Sales quotas are often attached to a daily, monthly, or quarterly period. It can be measured in a number of different ways, including by profits, sales, or rep activity. This feature of sales automation software leverages the power of sales intelligence and enables you to set sales quota for all your teams or individual sales reps. and measure performance of the teams or individual sales reps respectively. Sales reps can have a quick look at their sales performance against set quota with Target Meter available on their Sales Dashboard.

Quota Assignment img

Inventory Management- Products, Orders & Invoice

Manage the products and services that you offer to the customers by associating products to the accounts. With this feature of sales automation tools you can also keep a tab on inventory...

Manage the products and services that you offer to the customers by associating products to the accounts. With this feature of sales automation tools you can also keep a tab on inventory and the interest of the customer at your ease as well as maintain the pricebook & generate orders & invoice directly from the system.

Inventory Mgt img

Sales Forecasting

Take a quick look at deals and track forecasted revenue to get an indication of your organization’s sales health. Sales forecasting enables you to make informed decisions for your business. It predicts performance against your short & long term organizational goals.

Take a quick look at deals and track forecasted revenue to get an indication of your organization’s sales health. Sales forecasting enables you to make informed decisions for your business. It predicts performance against your short & long term organizational goals. With SalezShark sales automation CRM you can setup customizable forecasting to gauge how your organization is foreseeing its sales & revenues. You can also select from different currencies & time ranges to forecast your business on monthly or quarterly basis.

Sales Forecasting img

Previous Feature

Integrations

Next Feature

Marketing Automation

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