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Wellness Xperience Platform

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DXP360 SALES

​​Capture the full picture of your sales pipeline.

Benefits

Analytics Dashboards
Demonstrate your teams value and the value of the sales to your organization. With DXP360 EXPLORER analytics, you have access to different built-in dashboards, different built-in reports, and the ability to build custom reports to suit your individual needs. Use these reports to track how your program, participants, training, and collateral are performing. Your team can use these stats to identify top performers and sales team members poised for growth, so you can stop spending time on sales team members that don't provide value. Reports can be scheduled to email daily, weekly, biweekly, or monthly, to help you keep your stakeholders informed. DXP360 SALES reports on each phase of the sales lifecycle with tailored dashboards suited for end-users and executives, showcasing pipeline growth, sales team members participation, and performance. By adjusting timeframes, you can track performance and trends by month, quarter, or year-over-year.
Lead And Deal Visibility
Know which customers your sales team members are working with and identify conflict early. DXP360 SALES makes it easy for team members to translate the leads they receive from marketing and sales activities into lead and deal registrations, allowing you to see who is targeting which customers. DXP360 SALES lets you manage leads to ensure that they are nurtured towards making a purchase while avoiding friction that could develop if you have your internal sales team members competing to sell to the same prospects. Once a lead has been assigned to and accepted by a sales team member, the closed-loop process begins to track the sales touches and opportunities generated on the lead. Any updates to the lead records and related opportunities are reported directly back to your CRM system.
Deal Registration
Improve sales team relationships with DXP360 SALES easy-to-use deal registration. With DXP360 SALES deal registration dashboard and analytics reports, you will direct sales team members not to work on the same deal. By integrating with your CRM, DXP360 SALES deal registration creates a holistic pipeline visibility, better enabling you and everyone you work with to make decisions that matter.
Lead Distribution
Funnel hot leads to the right sales team member. In DXP360 SALES , you will route leads by territory rules, performance measures, or contractual commitments. DXP360 SALES supports a collaborative sales process by automatically assigning and distributing qualified leads via intelligent email notifications. Distributed leads include relevant details, such as profile data (name, company, etc.) and lead history (campaign, emails opened/ clicked, website views, etc.) to establish rapport, nurture prospects and close more deals.
Sales Team Portal
Improve sales team engagement and experience with a Sales Team Portal. DXP360 SALES include everything your team needs to get sales team members activated and engaged, including on-demand training, brandable collateral, and customized portal pages. Make it easy for them to speak about your brand and its value: Content is searchable by keyword and can be filtered by the terms that make sense for your sales team. Filters by assigned roles, you can create views and filter collateral and training by relevance. Sales team members can easily find the information they are allowed to. DXP360 EXPLORER analytics track what's getting used and viewed, so if a piece of collateral isn't popular or a course isn't getting viewed, or if your sales team members are ignoring information about one of your key products, you will identify the issue before it starts to affect sales.
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