Tag: TAS
Do You Understand the Default Reporting Period? - Story From: Dealmaker Tips
April 27th, 2012, Comments Off
The reporting screens in Dealmaker present you with a wealth of filtering options to slice and dice your data. When you select Forecast Analysis or some of the Performance Coach screens, you will see that the default reporting period is always the same and this may not suit your purposes.
The default reporting period is set [...]
Does Your Team Understand the Dealmaker Projected Figure? - Story From: Dealmaker Tips
April 20th, 2012, Comments Off
When you’ve only got your CRM system to rely on for sales process and forecast, your team are inputting their own subjective estimates of sales stage, closure probability, and a close date which is geared around your organization, not the customer, and who’s the one doing the buying?
Forecasting does not have to feel like roulette. [...]
Does Your Team Understand Rocks, Stones and Pebbles? - Story From: Dealmaker Tips
April 13th, 2012, Comments Off
Any healthy pipeline has the right balance of deals in terms of size, and you want to see this balance in your team’s sales forecast. If you want to fill a barrel with rocks and maximize the usage of the capacity of the barrel, you have to fill the gaps between the rocks with stones or [...]
Set Guidelines for Waving the Red Flag - Story From: Dealmaker Tips
April 6th, 2012, Comments Off
If you’re a sales leader looking at your team’s forecast, the red flag system allows you pinpoint the problem in a specific deal and focus your coaching immediately. But do some of your people use the red flag at the slightest kink in the road, while others use it only as a last resort when [...]
Wave the Red Flag for Manager Help - Story From: Dealmaker Tips
March 30th, 2012, Comments Off
If you’re working on an opportunity and you need help, wave the red flag in Dealmaker. The switch on/switch off red flag facility allows you to draw attention to an issue.
Your manager can see the red flag against your name in the forecast summary and also against the opportunity in the forecast detail section. He [...]
Where Am I In My Opportunity? - Story From: Dealmaker Tips
March 23rd, 2012, Comments Off
When you’re working an opportunity, you want to be able to figure out where you are in the opportunity as soon as possible. You might be revisiting the opportunity after some time, or you might be coming back to it right after a great call or meeting to update it.
As well as the sales methodology [...]
Quickly Add An Action While Working Your Deal - Story From: Dealmaker Tips
March 16th, 2012, Comments Off
When you’re working an opportunity and thinking about what to do next, ideas come to you about things you need to accomplish, help you need to enlist, and people you need to see. You don’t want to forget these great thoughts – after all they help strengthen your position in your deal.
Use the Add Action [...]
Use the On-screen Prompts! - Story From: Dealmaker Tips
March 9th, 2012, Comments Off
Dealmaker is designed to guide you and be intuitive. If in doubt, check your on-screen prompts, there’s a wealth of information to help you out:
- wherever you see an asterisk or an information icon you can mouse-over it to get more detail on what it is and how you can use Dealmaker
- if that doesn’t [...]
Do I have To Complete All Qualifiers to Progress My Deal? - Story From: Dealmaker Tips
March 2nd, 2012, Comments Off
Flexibility is the name of the game with Dealmaker. The Administration area of Dealmaker allows your organization to customize your selling processes exactly to your requirements. This includes setting the qualification thresholds for each sales stage. Some of your qualifiers will be deemed essential, which you must satisfy in order to progress. Some will not, [...]
The TAS Group Releases Dealmaker 7.3 Software, Delivering Sales Performance Automation on iPad for Greater Mobility - Story From: The TAS Group News
February 28th, 2012, Comments Off
Dealmaker’s sales effectiveness in the cloud is now mobile, global and more intelligent
SEATTLE – February 28, 2012 – The TAS Group (www.thetasgroup.com), the leader in sales performance automation, today announced the availability of Dealmaker® 7.3 software, the latest version of the company’s solution for sales effectiveness in the cloud. Dealmaker cloud software delivers predictable sales [...]
