Dashboard
With SalesNet, you can allow different users to have unique dashboards for various job-specific roles. You can also enable those users to add and remove dashboard components as required.
Job-specific dashboards offer a completely different experience for your various teams - for example your sales team may see components such as monthly forecast, sales figures and diary appointments. Support staff may well see, for example, support calls oustanding, KPI statistics and breaches of SLAs.
Dashboards in SalesNet give an at-a-glance realtime insight into your company's performance.
Components
SalesNet comes with a number of standard components, including charts, various lists and web RSS feeds for up-to-date information from your favourite websites, for example business news or market information. In addition to these standard components, we also offer a component-building service.
Chart components can be created for any data within your system, giving realtime snapshots of your information when you need it.
Customisable Side bar
By default, this side bar area will contain a user's favourites, to which they can add or remove favourites as required. This means users are free to decide how they wish to work and set-up their application view, making the completion of daily tasks as efficient a process as possible.
The system works with the user, for the user.
Split screen
SalesNet's split screen mode allows users to view and interact with more than one tab at a time. For example, view your sales dashboard and diary next to each other on the same screen.
Multi-tab
The ability to have multiple tabs open is a feature which greatly improves working efficiency. This core feature of SalesNet allows users to have up to six tabs open at once, for fast access to multiple parts of the system at any one time. Users can alternate between the dashboard, the diary, customer accounts and back again within seconds, for example.
Central Company Portal
Dashboards in SalesNet also have the ability to bring in data from multiple sources. This means that data held in other systems can be shown in your dashboard as a component. Employees can get access to many data sources from one easy location, making SalesNet a central hub to give realtime access to all system within your company.
Core modules
Use the tabs on the left to explore through the core modules within SalesNet.
Diary
Keep track of all your appointments with SalesNet's diary feature.
Diary allows users to view not only their own diary, but those of other members of their team, for instance. This is especially useful for allowing administrative staff to book central appointments for field-based staff.
Accounts
Easily manage your accounts, be they customers, prospects or business partners. Benefit from keeping all of your interations in one place, for fast and convenient access.
Workflow
A powerful job scheduler allows many processes to be automated, whether it be alerts for sales or support staff, or an appointment reminder.
Worklists
Worklists are what we call our data analysis tool. This module allows you to quickly find and filter data within the system, according to your needs. You can produce templates for daily tasks by users, or produce adhoc data check when the needs arise. For example, if you get a request to find all prospects who are HR Managers in the West Midlands area, you could quickly produce a worklist to show you this data. Then either export or click to drill down into each record.
Campaigns
Your compaigns are an essential part of the lead generation process. This module within SalesNet provides a central repository for all of your campaign activities.
Project Tracking
For most businesses, keeping track of large projects is vital. SalesNet's project tracking module enables tracking of a project from start to finish, including involvement from various parties, sponsors and decision makers, for example.
Helpdesk
The Helpdesk module is an extremely flexible function, offering customisable fields which fit the needs of a standard helpdesk. Additional bespoke functionality can easily be added to provide a tailor-made solution for your business.
Track calls by products, services, customers, contacts or whatever data you may hold and then run reports.
Reports
Reporting is an integral part of the sales process. SalesNet ships with a number of standard reporting templates, but it is easy to create new reports depending on your business and reporting requirements.
Data import templates
Use SalesNet's custom import wizard to quickly and easily upload new data into your SalesNet syste.
Products
Whether you sell products or services - or both - this module within SalesNet can help you keep track of all of the differnt versions available and give you a complete history of active or archived lines. This can be linked in to a acustomer's account and helpdesk modules, allowing you to track which versions of products your customers are using, or log help calls against them.
Add-ons
Use the tabs on the left to explore the modules which can be added on to the standard version of SalesNet.
SMS
SMS alerts and reminders can be incorporated into your SalesNet system, offering reminders for appointments, sales lead alerts or booking confirmations.
Each SMS can use the standard templates within SalesNet, or can be tailored to display your own customised message.
Mapping
Integrate with popular online mapping services, such as Bing Maps or Google Maps. This module can plot multiple points on a map to identify specific objects, such as service centres.
Make journey planning a breeze, by plotting customers, prospects and business partners on a map.
Mobile
Use your SalesNet system on the go. Key modules of your system can be optimised for use on mobile platforms, meaning your teams can provide updates whereever they may be and save time on dreaded office paperwork.
And one of the main benefits is that your system is up-to-date with realtime information.
Bespoke
Use the tabs on the left to explore the possibilities of having bespoke components created for your SalesNet system.
Dashboard components
In addition to the standard components within SalesNet, NorthgateArinso offers a customised component service. Existing components can be tailored to accommodate minor changes your business may require. Or we can create completely new ones for you.
For example, you might want to interact with your company's website or pull in data from other databases or systems to display in a single dashboard.
Customised reports
Reports are an essential part of any CRM system. Indeed, a good system will collate date from many sources into one easy-tofind (and use) location. However, many users don't take advantage of this valuable resource. The SalesNet consultancy team offers a service to help you write reports to get the most fruitful information from system.
Knowing just what to report on can be difficult, but this service aims to help you locate and report on the relevant information quickly and easily.
Custom-built modules
At NorthgateArinso, we understand that standard, out-of-the-box solutions are not going to be right for every business. You might want some standard modules which come with SalesNet, but your company works differently to others and you also need some bespoke features.
Not a problem. SalesNet is highly flexible and our team of consultants can work with you to outline and deliver any number of new tailored modules, just to suit your needs.
Look and feel
It is important that your system looks the part and continues to deliver your corporate image and branding.With this in mind, we can work with you to achieve a system which looks and feels like it has been built just for you.
Website integration
A website is many companies' first point of contact with customers and prospects. With this in mind, many companies choose to link their CRM / service desk to their website. With SalesNet, this allows customer contact to be automatically captured into the system and the relevant people alerted - be it a sales aooprtunity or a help call alert for the helpdesk.
Your customers' first contact should always end well.
