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Sales

All the information you’ll ever need to close the sale

Create a target audience of named contacts and establishments and import them into your sales team’s call lists to set up an outbound campaign.

In a single view you can see your call target by name, their direct line and email address and all previous call notes.

Just think how powerful it would be for your sales executives to have access to every previous relevant piece of information about a school before they visit it.

In the soft-sell environment of the educational sector, the smallest of details can be the determining factor between winning and losing an order. Spirit enables your sales team to view everything, from the school’s league table position to key demographic data, from historic sales to the existing pipeline and future opportunities.

Managing your pipeline

Developed in collaboration with the UK’s leading educational suppliers, Spirit incorporates one of the best pipeline management tools available to companies targeting schools. Manage your sales flow by identifying upcoming opportunities by process type and product group, indicating stages and estimating order dates. Build a complete overview of your activities from quotation to ongoing pipeline to invoicing.

Click here for an example of pipeline reporting

Track the field

Half of the battle in sales is identifying your strengths. Spirit provides key data for analysing your sales operations at every step in the process. Present powerful statements on where and how you succeed and prepare for future campaigns.

As your internal or external sales force complete their daily activities, you can report on who they are selling to, as well as the volume and value of those orders. For example:

  • Are sales in Staffordshire centred on secondary schools buying in quarter 1 each year? 
  • Is average spend higher in state or independent schools?
  • Has a given sales rep been more successful in closing sales in “Promotion A” or “Promotion B”?

To find out more about how we can help you, call 01634 291122 and ask for a member of our account management team. Alternatively, you can use our contact form.