Engage Sales / Contracting / Invoicing
Manage your sales pipeline and close more business with ease
Sales
Engage Sales Module allows your business to keep your finger on the pulse when it comes to sales lead management. With pipeline status management tools through to contracting and invoicing it is an easy way to manage your day-to-day sales process across the business.
Engage Sales: Key Features
- Identify Sales Leads by
- Pipeline stage
- Conversion expectation
- Salesperson
- Show or event
- Date of next action
- Forward action sales lead communication
- Create notes to a sales lead
- Multiple points of contact for any sales lead
- Creation of sales teams
- Delegation of sales leads between team members
- Identify sold & free stands
- Overall show targets: m2 & revenue
- Individual sales team member targets M2 & revenue
- Document provisional sales opportunity
- Create initial contract outlining products & service offering
- Document contract change revision
- Allocate stand & space to contract to prevent duplicate booking
- Report on current sales activity via pipeline
- Automatically create sales orders when contract received
- Automatically include mandatory products & service with new contracts
- Standardised discount
- Specify billing schedules for individual contract line items
- Custom billing schedules for unique selling purposes
- Multi-currency
- Contract delivery via Email
- Track lost sales leads & reason for the loss
Contact us
Running our own small business makes time very precious. This means when we need to run our own event, or help other events run more professionally- we require the most time efficient and easy solutions.
Working with D2i is a pleasure, the team are helpful, quick to respond and process driven. Using D2i’s solutions enable us to run our event registrations mostly autonomously once the registration site is live. Engage is intuitive and easy to work with and the Reg in a box solution is ideal for us as a small team running our own registration on site. After 10 years of knowing the company and team – I wouldn’t go anywhere else!