Your sales planning software

Plan your sales flexible with the software from projectfacts. Test now!

Optimize the sales process

For your sales staff to be successful, they need one thing above all: an optimized sales process. With projectfacts, you can achieve exactly that.

If your sales team works with many sales opportunities in parallel, good sales planning is the be-all and end-all. Our software for sales planning makes your life as easy as possible …

… by providing you with all relevant information live and clearly arranged
… by directly providing you with suitable options for action

Advantages of sales planning software

Plan activities

Use the campaign tool in projectfacts to plan sales activities in advance. Assign key account managers and create appointments. You can effectively follow up open inquiries with resubmissions. This way, you will no longer miss out on leads in future and successfully convert prospects into customers.

Shaping sales

The timeline for each customer gives you a complete contact history at a glance: you can see appointments, tickets, projects and much more. This means you are always well informed when dealing with customers. New quotations can be generated and sent directly from the software.

Analyze success

In projectfacts, you can carry out your sales controlling live and data-driven thanks to numerous individual reports. Rely on data and facts instead of pure gut feeling. The software shows open potentials and helps to increase successes and avoid failures.

Manage customer contacts

All information is collected in this folder. Call logs, inquiries, contact information or offers that have already been made are directly visible. You can create a separate sales opportunity for each new revenue opportunity. With this knowledge, you are perfectly prepared for the next sales meeting.

Build your own CRM customer database
View all information about a customer (contacts, addresses, receipts) in one central location
Create sales opportunities for prospective customers and plan your sales activities

Create and track offers

The offer is a central component of your sales management. A convincing quotation is the basis for new orders and increasing sales. For this reason, creating a quotation must be quick and easy.

In the software, sales planning and implementation go hand in hand. You create quotations directly in the system and can send them immediately. You have a free hand when designing your quotation and can also work with individual templates to save time.

The quotations created are stored with the contact and in the sales opportunity and can be viewed there at any time. All your quotations are also collected in a central list. This means you always have a complete overview of your quotation and order situation. And you can see directly where you need to follow up.

Customize and send offers quickly and easily
Maintain an overview of current offers and orders
Contact interested parties in time and in a targeted manner

1

**Create resubmissions** — Simply create follow-ups in the system and be reminded of processes relating to a campaign or a customer. For example, you can follow up trade fair contacts in a targeted manner.

2

**Prioritize & structure** — Assign a priority to resubmissions. You can also change the status, e.g. from "open" to "completed". Filter and sort options allow you to maintain an overview.

3

**Edit resubmissions** — Work through follow-ups systematically. With telephone lists, you can jump directly to the contact and see all relevant contact data, such as the telephone number. This saves you valuable time.

4

**Document processes** — You can document call attempts in a telephone list directly in the software with date, time and note. You can also see the number of contact attempts clearly in each resubmission.

Effective sales controlling

Increase your sales with the sales funnel in projectfacts. It's good if you can rely on your gut feeling. But even experienced salespeople need an overview of their sales work.

The sales funnel is also important for sales controlling: Are you receiving enough inquiries? Which sales opportunities have been won and which have been lost? Transparent sales work will make you even more successful.

The software also provides you with an overview of your sales team. In this display, you can see the status of your key accounts and sales opportunities at a glance. You can also see current quotations and orders. The breakdown by employee makes it easy to see which sales staff have been particularly successful.

The sales funnel, known in German as Vertriebstrichter, is the right tool for this. You can see the individual stages of your sales process graphically. A report shows you in detail how many prospective customers are currently in which phase. This means you know exactly which sales opportunity is about to be closed and where you need to stay on the ball.

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Sales planning at a glance

Digitize and optimize

Sales processes from quotation preparation to resubmission

Directly in the software

Create offers for current sales opportunities

Individual reports

Comprehensive and data-supported online sales planning

Sales teams on the ball

Reminders of upcoming contact attempts

For your sales staff

Central contact management and automatic documentation

Still have questions? We have the right answer!

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

Frequently asked questions

Why do I need software for sales planning?

If your sales team works with many sales opportunities in parallel, good sales planning is the be-all and end-all. The software provides you with all relevant information live and clearly arranged, and directly gives you suitable options for action.

How do I plan sales activities in projectfacts?

With the campaign tool, you plan sales activities in advance, assign key account managers and create appointments. You can effectively follow up open inquiries with resubmissions so that you no longer miss any leads. More on this under Campaign management.

Can I create offers directly from the software?

Yes. In projectfacts, sales planning and implementation go hand in hand. You create offers directly in the system, send them immediately and can work with individual templates if desired. More on this under Quotation preparation.

How do I keep track of current offers?

Created offers are stored with the contact and in the sales opportunity and additionally collected in a central list. This means you always have a complete overview of your quotation and order situation and can see directly where you need to follow up.

How do resubmissions work?

You create resubmissions in the system and are reminded of processes relating to a campaign or a customer, for example to follow up trade fair contacts. Resubmissions can be prioritized, have their status changed and be worked through systematically, with call attempts documented with date, time and note.

What does sales controlling do?

Via the sales funnel and individual reports, you can evaluate your sales work in a data-driven manner, for example which sales opportunities have been won or lost. An overview of your sales team also shows the status of key accounts and sales opportunities and which sales staff have been particularly successful.

What is the sales funnel?

The sales funnel, known in German as Vertriebstrichter, displays the individual stages of your sales process graphically. A report shows in detail how many prospects are currently in which phase, so you know which sales opportunity is about to be closed.