Keeping track of your sales opportunities as they evolve is critical to effectively manage your business, but you’re more likely to maximize your profits if you accurately project your sales.

AcuityCRM calculates the exact size of your sales opportunities and the velocity at which it close, making forecasting more accurate than ever before. Accurate forecasting helps you reduce unnecessary spending, schedule production and/or staffing, avoid missing potential opportunities and manage your cash flow.

The concept of getting sales, marketing and the back-office functions to work more closely together isn’t new. It’s been an issue for as long as different teams have been trying to work together (at least in theory) to drive predictable, sustainable growth for their business.

AcuityCRM makes this reality a little easier. Information between all departments are shared on an easy to access basis. Information is stored centrally and made available to any user from any team or department with the appropriate access and permission. Access to quality information also leads to improved team performances.

AcuityCRM keeps track of all changes made to information to ensure responsibility is assigned. This improves the value of shared information for the various teams. Ownership is the key to companywide collaboration.

Data integrity refers to the correctness, completeness and consistency of data that is stored in AcuityCRM. Data integrity ensures that all departments and users can rely on the quality of data. Both our database designers and our developers are responsible for implementing data integrity within AcuityCRM.

Input fields are forced to only accept certain data formats wherever possible to ensure that inexperienced users don’t make unnecessary data errors. It is also the responsibility of each and every user to ensure data is captured correctly. This combined approach gives you the best chance of having quality, reliable and useful data.

A centralised system means that there is only one place a user has to go to find customer or company information, primary addresses, opportunities and activities within the organisation.

There are several benefits to a centralised system:

• Any device can be used
• Improved data integrity
• Centralised support
• Ease of training

Whatever your requirements are, AcuityCRM allows users to access centralised data by the use of any device at any location.

There is an immutable law of performance psychology: ‘Elite performers spend significant time preparing for performance than actually performing in formal competition’. In short, peak performance is a function of training, and training is anchored by deliberate practice.

Introducing a CRM system has shown to produce real results – including direct improvements to the bottom line such as an increase in sales, sales productivity and forecast accuracy. The academy will train and support your staff to ensure that the goals set upfront are achieved.

The discipline of information and data management is the practice of putting into place policies & procedures which will ensure that data is understandable, trusted, visible and accessible for use and interpretation.

AcuityCRM is in most cases the birth place of data elements that are eventually used in the rest of the business. When referring to clients, contacts, activities, opportunities and products, AcuityCRM will help you to start fixing data for future use in sales, service, support and marketing.

Funnel management must be one of the most misunderstood and underutilised tools in sales, sales management and thus, CRM. If the funnel is not self-explanatory at first glance, and if sales professionals don’t use it religiously, then it means nothing; nothing to the individual and nothing to the organisation.

What makes the funnel concept so profound is that it permits the sales professional to assess their entire sales programme in one or two minutes. Funnel management is about managing your sales opportunities in a systematic way. Instead of simply keeping a list of open opportunities in a coded Excel sheet, funnel management helps you to know how likely you are to close each opportunity. There are important metrics and indicators that AcuityCRM track and analyse on a consistent basis, ensuring that your sales professionals know exactly what their progress is and what is still required.