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re: Sales people of the OT - What is the best sales tracking software/service

Posted on 3/5/14 at 12:27 pm to
Posted by OMLandshark
Member since Apr 2009
109115 posts
Posted on 3/5/14 at 12:27 pm to
quote:

Siebel Sales


That's what I use.
Posted by PanhandleDawg
Navarre Beach, FL
Member since Mar 2011
5448 posts
Posted on 3/5/14 at 12:34 pm to
quote:

Siebel Sales


That's what I use.


I'll probably check this one out as well.

Thx!
Posted by Dick Leverage
In The HizHouse
Member since Nov 2013
9000 posts
Posted on 3/5/14 at 12:35 pm to
I couldn't tell you about today as I have been out of sales for 4 years now. My company still had us using an antiquated Lotus Notes system back then. Of course, we used Leeds, Dodge and CMD services to track new construction jobs in the Atlanta area but they were really only beneficial in learning about projects in the conceptual or developmental stages. Things that were WAY out. You were not worth a crap as a sales rep if you didn't already know about what was getting ready to pop.

Tools like that are great supplements but can never replace skill , adaptability and intuition in the profession. I gave plenty of tools to some guys but they just never could understand the simple things like "timing" and how that affected their performance. The knack for knowing when to go full court press and when to back off the sale a bit. I knew some guys who , I swear, pestered theirselves out of contracts and POs by barraging Project Managers and Superintendents to death about a job.

Sorry, getting a bit sales nostalgic right now. Listen to these other guys about the best software. Just always remember that sales is first and foremost a relationship profession. Turn your leads into acquaintances....then your acquaintances into friends. Go above and beyond what your competitor would do such as meeting at an inconvenient time. Like 4:45 am for breakfast,etc.. Also, don't be satisfied with knowing your product. Be the expert on the product and a technical resource to the client. Be the guy, among all your competitors, that stands out and makes clients want to rely on you. So much more to advise but you probably already practice all these and are a super salesman. If so, maybe somebody just getting started will read this and heed the advice.

Bottom line, a great sales rep needs nothing more than a cell phone and a few organizational tools. A guy with experience and who knows his craft will run circles around a less skilled competitor with every software application known to exist. One who has both advantages is deadly.
Posted by PanhandleDawg
Navarre Beach, FL
Member since Mar 2011
5448 posts
Posted on 3/5/14 at 1:07 pm to
quote:

I couldn't tell you about today as I have been out of sales for 4 years now. My company still had us using an antiquated Lotus Notes system back then. Of course, we used Leeds, Dodge and CMD services to track new construction jobs in the Atlanta area but they were really only beneficial in learning about projects in the conceptual or developmental stages. Things that were WAY out. You were not worth a crap as a sales rep if you didn't already know about what was getting ready to pop.

Tools like that are great supplements but can never replace skill , adaptability and intuition in the profession. I gave plenty of tools to some guys but they just never could understand the simple things like "timing" and how that affected their performance. The knack for knowing when to go full court press and when to back off the sale a bit. I knew some guys who , I swear, pestered theirselves out of contracts and POs by barraging Project Managers and Superintendents to death about a job.

Sorry, getting a bit sales nostalgic right now. Listen to these other guys about the best software. Just always remember that sales is first and foremost a relationship profession. Turn your leads into acquaintances....then your acquaintances into friends. Go above and beyond what your competitor would do such as meeting at an inconvenient time. Like 4:45 am for breakfast,etc.. Also, don't be satisfied with knowing your product. Be the expert on the product and a technical resource to the client. Be the guy, among all your competitors, that stands out and makes clients want to rely on you. So much more to advise but you probably already practice all these and are a super salesman. If so, maybe somebody just getting started will read this and heed the advice.

Bottom line, a great sales rep needs nothing more than a cell phone and a few organizational tools. A guy with experience and who knows his craft will run circles around a less skilled competitor with every software application known to exist. One who has both advantages is deadly.



Very well said. Absolutely, sales is all about relationship building and gaining the customer's trust. And of course all of the product knowledge you can apply to help make your customer successful is key. We just need a more structured way to record & report various aspects of sales and doing this in Excel is just getting old and limited.

Sounds like you have been in the business for a while. Thanks for your input.
Posted by tigersnipen
Member since Dec 2006
2085 posts
Posted on 3/5/14 at 1:17 pm to
quote:

Also have experience with Microsoft Dynamics.


This is the brand they use for their accounting packages such as Dynamics GP, SL, AX, NAV

They may have a sales specific one but it is probably a module of the accounting ERP system.
Posted by dsloane
Mt. Juliet, TN
Member since Jul 2004
281 posts
Posted on 3/5/14 at 1:19 pm to
BOBJ which is an Oracle product.

SAP's BI system works well. The problem being that the rest of your system (operations, finacials, order entry) has to be on SAP as well. Your better off taking whatever money your going to allocate to that and dumping it in the Pacific.
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