SalesWon

Overview:

SalesWon is primarily a customer relationship management (CRM) application that has won multiple awards and was built on the ServiceNow platform, which was also named by Forbes as the most innovative company of 2018. If you're weary of managing your sales process with spreadsheets and different applications, or if you're using an overly complex CRM platform that creates more friction in your sales cycle than leads, then you should definitely consider SalesWon CRM. The CRM and CPQ applications offered by SalesWon create a single process that is easy to navigate and goes from quote to cash. This saves businesses a lot of time and money that they would have spent on managing manual processes, separate applications, and other old sales platforms that are hard to change. SalesWon is the first solution of its kind to be built on the NOW Platform. It makes it easy for organizations to share data with the management teams of their sales and customer support departments. SalesWon is designed to help sales teams and businesses or organizations modernize their sales process and get rid of the apps, spreadsheets, and old platforms that are holding them back and making them move at a snail's pace. 

About Us:

The story behind SalesWon: After working on the NOW Platform® for more than eight years, the SalesWon saw what became possible for businesses when they aligned their various business functions, such as customer service management and human resources, on a single platform. This allowed companies and organizations to get rid of disparate apps, spreadsheets, and legacy systems. At the same time, the SAlesWon team discovered a gap in the system: the NOW Platform lacked a powerful and modern sales application. As they have the experience and have worked with sales organizations from all over the world, they were able to figure out what the strongest and most successful applications have in common. The modern, multiple-award-winning program SalesWon is built on top of the best practices that were developed during the research. Spreadsheets are still used to store all the customer data by 40 percent of sales teams. The typical return on investment (ROI) for a contemporary CRM is $8.71 for each dollar spent. Increased data accessibility has the potential to cut the average length of the sales cycle by 8–14%. Modern and robust customer relationship management systems like SalesWon have the potential to boost revenue by 29%, sales productivity by 34%, and sales forecast accuracy by 42%. 

SalesWon is a powerful program that offers everything from quotes to cash to customer service, and it comes with more than 40+ features. You can easily access data, look at reports, get notifications, and track service level agreements (SLAs) to make sure that your sales force is on the right path and meeting or exceeding its goals. ServiceNow's built-in reporting and dashboard features give managers a big-picture view of the sales process. SalesWon is a division of ServiceNow that helps your company with its enterprise applications and cuts costs for licenses, support, and training across the whole enterprise. Your team will be able to be up and running on SalesWon in a matter of weeks if you take advantage of its quick deployment solution. SalesWon CRM offers the following types of features: campaigns, leads, accounts, contacts, opportunities, activities, quotes, and orders.

Company’s services:

Key Features

1. Pipeline Manager: 

1. From a centralized location, you can manage your sales funnel.
2. Experience a unified view of the lead-to-order process as you navigate it.
3. Make use of additional boards to organize information such as activities, tasks, etc. in an easy way.  

1. Leads: 

1. Assess the quality of the leads and prospects that come into your company as they arrive.
2. Transform potential customers into contacts and accounts.
3. You can adjust the settings for each lead's preferred method of communication. Monitor each lead's communications using activity tracking

1. Accounts & Contacts: 

1. It allows you to keep track of and write down all the important measurements and traits of your customers.
2. It brings all of your accounts' contact information under one roof.
3. It makes sure you keep track of personnel numbers, the fiscal year, and annual income.
4. It determines the organizational structure of the contacts you have.

1. Opportunities: 

For a sale to go well, it's important to keep track of all the important information, contact roles, and activities. 

1. keeping tabs on the development of an opportunity as it moves forward with this feature is quite easy. 
2. It generates and keeps you updated on several different quotes for each opportunity.
3. You can easily convert a potential customer into a buyer with just one click.

1. Activities: 

1. It keeps tabs on in-person and online gatherings, as well as emails, phone calls, and schedule reminders.
2. The automation of activities results in the creation of automatic reminders and tasks.
3. It determines the many different types of interactions that can occur with contacts, accounts, leads, and other people.
4. It also set reminders for upcoming activities

1. Quotes: 

1. You can create itemized quotes and have an easier time obtaining permission from customers.
2. You can use DocuSign® or Adobe Sign's integration features to get approvals from customers.
3. Authorization of discounts based on the performance of sales teams or individual salespeople.
4. Its CPQ portal has more features, like pricing that take into account margins and markups.

1. Orders: 

1. It converts a potential sale into a profitable transaction while keeping an eye on approvals.
2. It also constructs orders with line items sourced from price books that contain account-specific pricing.
3. Put the finishing touches on orders with the integration of DocuSign® or Adobe Sign.
4. With order provisioning, you can easily coordinate the delivery of your orders.

• Additional Features:

1. Campaigns: 

• Take care of all campaign activities, such as sending out emails, and keep track of all campaign expenses.

• Construct email templates, and then send them to previously saved contact lists

• You can select the email tracking software/program of your choice.

1. Activities Related to Sales and Provisioning: Task internal fulfillers with the creation of sales or provisioning work.

• You can automatically create tasks based on the products.

1. Integrations: Integrate SalesWon with other applications and automate the flow of data between them.

• By extracting all the data from SalesForce, you can easily populate new leads, opportunities, contacts, and accounts with little effort.

• HubSpot allows users to push and pull data from the platform, which eliminates the need for handoffs between sales and marketing.

Pros:

1. SalesWon is an extremely useful application for the administration of sales and tasks. It makes it possible to keep the data organized and saves users from having to use spreadsheets or other complicated software. 

1. SalesWon offers a method that is both simple and all-encompassing for managing your sales. It is an excellent platform for examining the benefits, risks, and issues associated with various sales points of view. It gives users a satisfying experience and helps your organization move forward as a whole.  

Cons:

1. Even though it is a great tool, it needs to be constantly updated and improved to stay competitive.

1. It does not integrate well with both DocuSign and Adobe Sign to send out quotes. 

Conclusion:

It is the perfect technology for customer relationship management (CRM), which makes complex procedures and difficult processes easy for your company by facilitating client involvement, excellent service, and revenue growth. Accessing your data is a breeze when you use SalesWon and ServiceNow, and this allows you to easily monitor service level agreements (SLAs), examine reports, and receive notifications to ensure that your sales force is on track to surpass your goals. Use ServiceNow's reporting and dashboard features to give management a full picture of your sales process. By adding SalesWon to your Now Platform®, you can easily avoid the trouble of integrating your sales application with your support application. This will make it possible for your company to combine its business applications, which will save you a lot of pennies. You don't have to use resources across multiple platforms that you don't need to. It makes it easy for the sales and customer service departments of a company to share information with each other. It organizes all of the information in a way that makes it easy to find and makes sense.