MyLogic’s Pre-Sales CRM is the most effective tool for planning and tracking the entire commercialization process with a comprehensive 360° view.
360° View and Sales Cycle Traceability
Its full integration with the ERP delivers substantial benefits, such as the automatic updating of open opportunities when the price list is revised. In addition, all key areas have access to essential information for their operations: Sales Management can measure each salesperson’s productivity, Marketing can monitor campaign ROI, Finance gains realistic revenue flow projections, and Operations, Manufacturing, or Delivery teams can anticipate demand through the real-time sales funnel.
End-to-End Process Management from a Single DIM
With the Sales Management DIM, sales representatives can manage all their tasks from a single screen: record actions, view pending items, manage their opportunities, and easily visualize their sales projections.
Monitoring of Distributor and Channel Activity
MyLogic’s CRM also allows you to manage the activity of distributors, representatives, and other sales channels, with different permissions and access levels for each.
Full Traceability of the Sales Process
MyLogic offers complete traceability of every contact — from an unqualified lead or prospect, through qualification as a potential client, all the way to conversion. It also manages ongoing interactions with every active customer.
Integration with Lead or Contact Generation Platforms
It easily integrates with other applications, platforms, or websites that manage contacts or sales processes, eliminating redundant work and reducing manual data entry.
Calendar of Pending Sales Actions
Each salesperson or executive has access to a calendar that enables them to easily monitor the follow-up actions they need to handle at each stage of the sales process.
Negotiations, Progress Level, and Closing Probability
MyLogic’s CRM manages quote requests and approvals, negotiation authorizations, progress level, date, and closing probability for each opportunity. It also allows for adjusting the accuracy of sales projections over time, based on each company’s actual operational data.
Transformation of Opportunity into Sales Order
Once a sale is closed, the won opportunity is automatically converted into a Sales Order for invoicing.
Sales Projections and Statistics Charts
It features DIMs that display won vs. lost deals by amount or quantity, as well as the closing rate by region, country, business unit, product line, salesperson, distributor, or any other variable the user chooses.
