Your sales management software

Keep track of your sales opportunities and manage new enquiries. Sales control in one place. Test now!

Increase efficiency with sales management software

Sales management software brings the control of your sales together in one system: it captures sales opportunities, maps out the sales funnel, assigns a key account manager to each customer and delivers the key figures for your sales control. This lets you plan, manage and monitor all of your sales activities in one place.

With our sales management software, you take your sales to a new level. Automations and reports help you to get the best out of your processes and employees. With projectfacts, you strengthen not only your customer acquisition in inside and direct sales, but also your support.

	Function in projectfacts

What sales management software covers

Sales opportunities	Capture leads instantly and steer them centrally as a control centre
Sales funnel	Sales phase and closing probability for each opportunity at a glance
Key account	Fixed responsibility per customer across the entire sales and support workflow
Sales controlling	Spot revenue targets, order peaks and looming revenue gaps early

Advantages of the sales management tool

Sales opportunities

To manage sales effectively, you need a complete overview of your prospects. Sales opportunities help you to capture potential leads immediately. They are also the control centre for your sales staff. All sales activities can be planned, managed and monitored from there.

Sales funnel

The sales funnel is a very helpful tool. It shows you at a glance where your prospects currently are in the sales process. Is it a lead that has just been qualified? Or is a purchase about to be concluded? With projectfacts, you always keep an overview.

Key account management

Key account management is a central sales tool that runs through the entire sales and support workflow. Assign a key account manager to each sales opportunity to look after the prospect and later customer. When a customer calls, your staff see immediately who is responsible and can respond straight away.

Sales opportunities – recognising and exploiting opportunities

In English, this is often referred to as an "opportunity". It means sales potential, albeit perhaps still very vague. With projectfacts, you can capture sales opportunities as soon as they arise, whether through an enquiry from a prospect or a promising trade fair contact.

Your sales control centre

As soon as an employee creates a sales opportunity, it serves as the control centre for all further actions. The contact is linked directly so that you can get in touch immediately: by email or telephone. Targeted follow-up can also be set up using resubmissions. Your employees are automatically reminded to follow up on contacts after a set time. This also increases your sales chances.

Automatic analysis & documentation

Individual sales funnels show you which phase the prospect is currently in and how likely a purchase is. The target value and the current value of the sales opportunity can also be viewed and changed. Using the timeline, you can trace which activities have already been carried out in connection with the prospect and, for example, whether an offer has already been created.

Sales funnel – optimise processes

Optimise your sales and increase the number of contracts you conclude. Recognise at an early stage whether the sales targets you have set are being achieved and step in more quickly when there are deviations. Gain a direct insight into which sales opportunity is close to being closed and which still requires more effort.

Create a sales funnel

In projectfacts, you can create as many sales funnels as you need. Define many properties of the funnel flexibly and to your own liking:

Name and purpose of the sales funnel
Number and naming of the individual sales phases
Probability of a purchase per phase
Individual colour, icons and description per sales phase

Use sales funnels

For each individual sales opportunity, specify which sales funnel it should follow. This determines the current phase and the next steps in the sales process. Your employees can prioritise sales opportunities individually and have all currently running opportunities clearly arranged on one dashboard.

With sales funnels, sales managers get a complete overview of the sales situation in your company at a glance. Recognise promising offers, possible order peaks in the future and looming revenue gaps.

Using sales tools for optimisation

The sales funnel reveals potential for improvement in your sales process. You can see in which sales phase a particularly high number of drop-offs occur and can intervene directly.

Possible improvements can also be identified quickly at employee level. This way, you can use the sales tools in the software effectively for training purposes and quickly get the most out of new sales employees.

Key Account Manager – effective customer support

Key account management is a central sales tool in the software and runs through the entire sales and support workflow.

Define a key account manager

A key account manager can be assigned as early as when a sales opportunity is created. From then on, they are responsible for looking after the prospect (and hopefully later the customer). You can view and contact the key account manager directly in the organisation and for all of the customer's activities and documents.

Manage activities

When a customer calls, the assigned key account manager for the customer is displayed. This ensures that they are informed about all of the customer's processes and can respond directly. Quotations, orders and invoices can be generated directly in the software and taken over by the key account manager.

Everything in view

A central contact management system is available to your sales staff, displaying all of your customer's important contact information. Call logs, enquiries or offers already made are directly visible. This allows you to support customers smoothly at all times.

Automated campaigns as a further sales tool

Plan campaigns effectively with projectfacts. You can create different processes with which to execute your campaign optimally. Thanks to the integrated CRM tool, you have all the important information at a glance when adding contacts.

Calls that you need to make for the campaign are automatically shown to you in resubmissions. Mailing campaigns are prepared in a few clicks and can be sent out automatically to all added contacts.

Digitise your sales management and request your projectfacts test account

Store sales opportunities in an organised way, process them easily and keep an overview. See for yourself and test projectfacts!

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Sales management at a glance

All in one software

Online set of sales tools

Optimise sales

Recognise potential for improvement

Helpful sales tools

Sales opportunities & funnels, key accounts, etc.

Still have questions? We have the right answer!

Give us a call, send us an email or take a look at our FAQ section! We will be happy to answer your questions!

Frequently asked questions

What is sales management software?

Sales management software supports you with automations and reports to get the best out of your processes and employees. It brings sales opportunities, the sales funnel, key account management and sales control together in one system. With projectfacts, you strengthen not only your customer acquisition but also your support.

What is the difference between sales control and sales planning?

Sales control runs the day-to-day business: you capture sales opportunities, guide them through the sales funnel and steer your sales staff using key figures. Sales planning, on the other hand, looks ahead and sets the targets, resources and forecasts for sales. In projectfacts, the two work hand in hand.

What are sales opportunities in projectfacts?

Sales opportunities, known in English as "opportunity", refer to sales potential. They help you capture potential leads immediately and serve as a control centre from which all sales activities can be planned, managed and monitored.

How does the sales funnel work?

The sales funnel shows you at a glance where your prospects currently are in the sales process, for example whether a lead has just been qualified or a purchase is about to be concluded. This allows you to identify potential for improvement and step in directly when drop-offs occur.

Can I create multiple sales funnels?

Yes. You can create as many sales funnels as you need and define their properties flexibly, such as name and purpose, the number and naming of the sales phases, the probability of a purchase per phase, and colour, icons and description.

What does key account management do?

As early as when creating a sales opportunity, you can assign a key account manager who is responsible for looking after the prospect. When a customer calls, the assigned key account manager is displayed, so they are informed about all of the customer's processes and can respond directly.

Can I manage campaigns via the sales management software?

Yes. You plan campaigns with different processes, and thanks to the integrated CRM tool, you have all the important information at a glance when adding contacts. Calls are automatically shown in resubmissions and mailing campaigns can be prepared in a few clicks. More on this under Campaign management.

How do sales staff keep track of their customers?

Your sales staff have access to a central contact management system that displays all important contact information. Call logs, enquiries and offers already made are directly visible, so customers can always be supported smoothly.