Sales Processes

From lead to order, tracking and automating the various steps, manage activities via the shared calendar and tasks defined also from a mobile terminal with the Sales Processes

Sales Processes

Identify, contact and close business deals in the shortest possible time. Create customized offers for cross-selling and up-selling activities, consulting historic data. Monitor and identify your team’s best performing activities.

Some of our customers

Clerici Group Nexi best western ESA vetrocar

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The benefits of Sales Processes

Lead management process

Manage each Lead effectively

Profile and manage each lead promptly, create automated processes of assignment and checking of correct taking charge of each master record, track each interaction of the sales team effectively (e.g. mails, appointments, calls etc.)

Never lose a sales opportunity

Thanks to tailor-made processes and the use of calendar events and automated alerts, you can relax in the knowledge that you have managed and completed every sales opportunity, thus increasing the probability of closure

Coordinate your sales team efficiently

Plan visit rounds and team activities thanks to the shared calendar and keep constantly up to date in real time, even when travelling, thanks to the mobile app

Schedule automatic reports

Analyse activities: optimize them constantly also via automatic reports that help you achieve a clear vision of the most profitable customers and the state of the budget

Plan follow-up activities

Do not neglect already acquired customers: implement automatic follow-up processes to keep in close contact with customers at all times and proactively identify their needs, generating new sales opportunities

Facilitate communication with other departments

Promote joint activities with the marketing department, plan technical interventions, receive after-sales reports, put all departments in contact with one another, maximizing customer retention and satisfaction

Discover the power of Sales Processes

Our customers’ success stories

Case Study: Vetrocar S.p.a.

From Sales Department to Internal requests, how to readapt and digitize efficiently business processes with vtenext Thanks to vtenext and its Business Process Management and Notation (BPMN) engine it was possible to convey all company data in one platform, allowing the automation of sales processes and the management of accidents, leads, tickets, purchases and human [...]

Case Study: Banco di Napoli foundation

How to digitize proceadures when working remotely, a COVID19 success story The Banco di Napoli Foundation The Banco di Napoli was founded in 1991 and is linked to the ancient Neapolitan banks. Today is a non-profit, private and autonomous institution which pursues social interests and promotes economic and cultural development primarily in the Regions of [...]

Case Study: Bosch Rexroth

Manage your business processes at 360 ° in a flexible and personalized way with vtenext Thanks to vtenext and its business process management engine (BPMN) Bosch Rexroth convered all its business processes, managing the high complexities and automating all the time-consuming activities by constantly monitoring them in order to improve the underlying processes and quickly [...]