Sales Management Tools

Deliver accountability with sales management tools from Actuate and grow revenue predictably, profitably, and efficiently.

Sales management tools help organizations grow the pipeline and revenue quickly and predictably, improve the operating performance and enable more accurate forecasts to be made, manage resources and improve productivity.

Sales management solutions built on tools like Actuate are real-time information applications that provide intelligence to internal or external field representatives, the sales team and executives to help monitor pipeline and revenue activity.

These applications provide daily operational details to managers and analysts as well as scorecards with KPI metrics for senior managers. Integrated reporting provides deal-specific details, including status by phase of a deal and individual sales rep commission statements.

Actuate BIRT Products: Provide Sales Force with a Consolidated View of Active Deals, Cross-Sell and Up-Sell Opportunities

Actuate's value-added BIRT product line is anchored by code from the project it co-sponsors with the Eclipse Foundation, the open source Eclipse BIRT project, ensuring that the underlying technology is cutting edge and that its products will remain at the forefront of reporting applications and tools. These products follow industry-standard conventions, virtually guaranteeing that systems and data sources, whether newly created or legacy, can be easily integrated with the latest reporting technology. With Actuate BIRT products, the upgrade path is clear of hidden costs and unnecessary overhead.
Learn more about BIRT

Features and Benefits of Sales Management Tools

• Real-time data access from multiple SFA and CRM systems such as SalesForce.com and Siebel
• Personalized, accurate web reports and analysis-ready spreadsheets that provide a consolidated view of active deals, cross-sell and up-sell opportunities, commissions and more
• Consolidated view of sales metrics such as sales force productivity, revenue responsibility, pipeline, customer inventory, up-sell/cross-sell rates in context of other leading operational indicators. Viewing of metrics across sales geographies with maps for visualization and drill through on-demand reports for analysis
• Access to the right information at the right time, to increase revenue and sale productivity, reduce operating costs, margins and working capital
• View of critical sale productivity information and reports on a cell phone or PDA
• Seamless collaboration across sales and marketing channels.
• Sales management tools allow scaling, to support the entire sales force inside and outside the enterprise

Ingredients for Successful Implementation of Sales Management Tools

• BIRT Performance Scorecard: Seamless access to summarized performance information providing executives and senior managers the additional insight needed for better performance and decision making
• BIRT Spreadsheet: Automates the Excel spreadsheet creation process, eliminating errors introduced by manual intervention thereby minimizing risk and improving data accuracy in business-critical spreadsheets
• BIRT and BIRT Flash Objects: Intuitive, rich dashboards that display sale productivity metrics, inventory, up-sell/cross-sell rates in the context of other leading operational indicators with drill-through into personalized, analysis-ready BIRT reports
• BIRT iServer: Scales and delivers mission-critical information to all users in the enterprise
• BIRT Mobile: critical sale productivity information and reports on a cell phone or PDA

Want to learn more?

To get more information about Actuate for Sales Management or to answer any of your questions, please contact an Actuate expert at 1-800-449-3804 (US & Canada) or contact us by email.  You can also contact one of our offices worldwide.