Lead management

Diamonds Lead management allows you to manage your sales leads effectively. By applying your own sales workflows and by monitoring and enforcing your own configured best practice guidelines, you can ensure that all necessary steps are followed through your lead qualification process. This leads to increased qualification efficiency in determining whether your leads are potential opportunities.

Opportunity management

Much like lead management, embedded workflow and best practice guidelines can help you manage your sales opportunities more effectively. Through enforcement of best practice and monitoring of this you are able to ensure the required steps are taken to assess the opportunity, make proposals and close.

 

Order management

Users are able to maintain an overview of opportunities that have been converted to orders, and workflow and best practice can also be adopted around the management of these orders. Order management is also a strong point for integration with other applications via web services, allowing you to achieve complete visibility of all of your orders and their status.

Contact management

Comprehensive contact management, allows you to maintain all information pertaining to your contacts that can aid you in your sales cycle. Contact relationships can be maintained, task can be assigned against specific contacts, and completed actions can be logged. Through a comprehensive activity log, you are able to have a clear overview of your interactions with the each contact. A contact search wizard along with a quick view recent contacts list, allow you to quickly access contact information when required.

 

Account management

Account and Company management allow you to maintain extensive information from multiple addresses and contact information through to financial and trading information. Contacts can be added or associated to accounts/companies and leads or opportunities can be started quickly from the company properties screen. As with contacts, tasks can be assigned and actions can be logged. All of this can be viewed via an extensive activity log, giving a clear overview of previous interactions with the company. Previous and active projects (leads & opportunities) can also be quickly viewed via the properties screen.

Partner management

Through company categorisation partners can be managed with the same functionality that is available in Account Management. By applying specific partner management workflows, partners can also be managed according to your own partner specific best practice guidelines.

 

Activity management

Future activities can be scheduled and activities that have already occurred can be logged against leads and opportunities. In depth history logs are available against all leads and opportunities showing all best practice tasks and ad hoc tasks performed, documents attached, change of status in the workflow, changes to opportunity contacts, changes to sales teams, actions performed such as letters sent, emails sent, telephone calls made etc.

Sales team management

Sales teams can be created with the users in your organisation and through the role based workflow templates, users can adopt differing roles across different leads and opportunities. This allows you to have complete control over who is actively working on specific sales opportunities.

 

Sales support documentation

Support documentation is available against your leads and opportunities as dictated by the workflow template being followed. Documents are accessible via a tab page made available as part of the properties screen of the relevant activity, meaning that all necessary workflow documentation is only a matter of a few clicks away.

Attachments

Any additional information in electronic format that may have been required or utilised as part of the workflow, can be attached to the relevant lead or opportunity. These documents are then easily accessible from the properties screen. The ability to attach any additional collateral used, is not only vital to the sales cycle itself but also to the process of continual review and improvement in your own best practice guidelines.

 

Data profiling tools

Our data profiling tools allow organisations to segment their data, creating target sets based on a multitude of different criteria, making targeted campaign easier to manage and maintain.

Email campaign delivery

Our solution automates the delivery of email campaigns. Email templates can be generated and then scheduled to be sent in batches to different profiled targeted groups of recipients.

 

Email campaign monitoring

Monitoring of email campaign success via dashboard view with graphs and lists of real time statistics of open rates, click through rates etc

Website visitor analytics

Detailed information showing campaign recipients visits to campaign website or corporate website, including path taken and pages visited.

 

Tele-cleanse - data and contact validation

With any kind of selling, having the right contact, phone number and email are crucial. The cost to keep data clean is expensive - especially when undertaken in-house - so this module allows you to use a low cost resource such as home workers on an ad-hoc basis to undertake the tele-cleansing. Each home worker can be allocated their own log-in, then be able to work on a set of records that have been pre-allocated. Access is through their web browser over the internet, and the screen they use has only the information they need to do their work. They have no access to any other data.

Tele-research

Once contact details are updated, then the process can move to a tele-research person. Again this work can be outsourced to a specialist, with the user having a screen that now includes a set of qualifying questions. The questions are completely customisable so you can ensure all the right information is collected. There are various options - tick boxes, radio buttons, comment boxes, pick lists, etc. - used to record the information. 

 

Tele-appoint

The next step requires a more expensive set of skills. In the same way as tele-cleanse and tele-research work, a different screen is presented to the allocated tele-sales person when they log in. Again this person (or maybe a team) can be outsourced or work internally, and their screen shows summary information from the tele-researcher plus a set of customisable prompts and options to save more information and contact notes. At this time a calendar option allows an appointment to be reserved, pending conversation in the next process. Call-backs are also handled.

 

Role-based dashboards

Dashboards are available for different roles whether they are sales team members, managers or executives. The flexibility of the solution together with its graphs and report capabilities mean that many views can be generated, allowing for data to be rolled up, rolled down and separated by team member, time period or product type.

Key Performance Indicators

Key Performance Indicators dials can be incorporated into dashboards or properties screens, giving users a quick overview of their performance against set benchmarks across the system. Best Practice compliance can be monitored in this way along with general sales activity performance.

 

Graphs & charts

Our solution contains a number of graphically rich graphs and charts that are adopted to give quick visual reference of the state of information in the system along with your business activities.

Drill-down Reports

Various reports can be generated that display information in list format and have the added features of hierarchical information structuring along with drill to detail functionality.

 

Best practice measurements

Reports are available displaying best practice compliance and performance information against opportunities, allowing you to gain a detailed overview of your best practice performance in relation to sales performance.

 

 

 

Best practice & workflow

Through wizard functionality, you are able to create your own workflow templates and associated best practice topics relating to each stage in the workflow. Tasks can also be created against each stage of the workflow and can be specifically assigned to the various team roles that are included against the specific workflow template. Depending on how your sales team is assigned - the user given the specific role will then receive the task assigned to that role within the context of that workflow.

User administration

Configuration of Users, Business Roles, Departments, Organisational Divisions and Territories are all possible within the solution allowing you to comprehensively set up your solution to best reflect your own organisation.

 

Lookup data management

The way in which you classify your Contacts, Companies and Products etc, are vital in ensuring that an application feels like your own and matches your specific business needs. With our solution you are able to add and modify your specific lookup data, covering all facets of the application.

 

 

 

Rolling forecasts

Sales team members are presented with a thorough breakdown of their rolling forecasts along with performance in relation to targets. This is provided through the forecast dashboard and detailed lists by quarter along with drill to detail functionality.

Management forecast analytics

Sales managers are given extensive views of the sales teams forecasts and their performance. Managers can apply their own figures to forecasts and assign individual targets for the sales team members.