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.