Vertrieb
Sales settings, campaigns, product management and price lists. Guides on quotes, orders, delivery notes and invoicing in the sales process.
11 articles
BANT qualificationBANT qualification in Scopevisio: objectively assess sales potential by evaluating Budget, Authority, Need and Timing to prioritise opportunities data-driven.
PotentialsManage sales potentials in Scopevisio: track pipeline deals with lead qualification, responsibilities and follow-up activities through the entire sales process.
Filter sales projectsFilter sales projects in Scopevisio: use the overview filter area to narrow down leads, prospects and conversions and navigate between records.
Opportunities (sales projects): TotalOpportunities overview in Scopevisio: manage all sales projects linked to a contact in a one-to-many relationship and track them across different project categories.
Create sales projectCreate a sales project in Scopevisio: record new opportunities with weighting, risk assessment and BANT qualification to filter and analyse every sales transaction.
Sales forecastWeighted sales forecast in Scopevisio: calculate future incoming orders and revenue by applying probability weights to open quotations and potentials.
OffersCreate and manage quotations in Scopevisio using text modules and the product catalogue, with status overview, filter options and worklist functionality.
CampaignsCampaign management in Scopevisio: send mass emails or personalised PDF letters to filtered contact groups using placeholders and attachments.
Templates and terms of paymentQuotation templates and payment terms in Scopevisio: load existing templates or create new ones with items, text modules and conditions for faster quoting.
Settings for salesSales settings in Scopevisio: define criteria for neglected or implausible potentials and configure the forecast distribution period and decision time.
Marketing
Comprehensive financial modules: bank accounts, booking templates, debtor documents, cash book, salary payments and more. Management of financial processes, dunning, asset accounting and year-end closing.
Set up Web2Lead formsSet up Web2Lead forms in Scopevisio: create website registration forms that transfer visitor contact data directly into the CRM and optionally create opportunities.