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Price information

  • per user and month
  • billed anually
90 € 99 $ 80 £

With the SELLSATION Professional licence companies of any size can easily develop perfect sales processes and watch their closing rates increase within just a few weeks.

100 € 115 $ 90 £

The SELLSATION Salesleader licence allows you to increase your success using unique and innovative sales methods. Design and automate the perfect sales processes for your company, and measure and improve your key performance indicators in just a few weeks.

Sales


Perfect Sales Processes

  • Design the perfect sales processes for your business and unlock your full sales potential
  • Sales reps are guided through the optimised process in the pipeline resulting in more deals. Every member of staff can see which action would be the ideal next step for which customer at a glance. 
  • Define and pinpoint activities that are critical for success
  • A traffic light system immediately identifies customers who have been neglected and sales projects that have been put aside for longer than planned (stagnating deals).
  • Automated potential and strengths/weaknesses analysis: Which projects have the greatest potential in terms of volume and contribution margin and which actions need to be taken to ensure the greatest likelihood of closing a deal? Are there any projects that have been neglected and customers where no action has been taken for too long? Is consistent quotation tracking ensured?
  • Further Information on Sales Processes
  • Design the perfect sales processes for your business and unlock your full sales potential
  • Sales reps are guided through the optimised process in the pipeline resulting in more deals. Every member of staff can see which action would be the ideal next step for which customer at a glance. 
  • Define and pinpoint activities that are critical for success
  • A traffic light system immediately identifies customers who have been neglected and sales projects that have been put aside for longer than planned (stagnating deals).
  • Automated potential and strengths/weaknesses analysis: Which projects have the greatest potential in terms of volume and contribution margin and which actions need to be taken to ensure the greatest likelihood of closing a deal? Are there any projects that have been neglected and customers where no action has been taken for too long? Is consistent quotation tracking ensured?
  • Further Information on Sales Processes

360° View of Customers, Sales Projects (Leads & Deals) and Contacts

  • All information, complete overview and customer transparency, sales projects (leads & deals) and contacts at a glance 
  • Clear and intuitive timeline showing all activities (such as appointments and phone calls, e-mails, customer feedback surveys, stage shifts, uploads etc.) for customers, sales projects and contacts at a glance.
  • Design a perfect customised view of customer, project or contact details with an unlimited number of user-defined information fields for your company. Using easy-to-create interfaces – for example to ERP systems – the displayed content can be synchronised in all directions.
  • More Information on 360° View
  • All information, complete overview and customer transparency, sales projects (leads & deals) and contacts at a glance 
  • Clear and intuitive timeline showing all activities (such as appointments and phone calls, e-mails, customer feedback surveys, stage shifts, uploads etc.) for customers, sales projects and contacts at a glance.
  • Design a perfect customised view of customer, project or contact details with an unlimited number of user-defined information fields for your company. Using easy-to-create interfaces – for example to ERP systems – the displayed content can be synchronised in all directions.
  • More Information on 360° View

Real-time overview and full transparency of all sales activities

  • As a supervisor, the automatically-generated activity log offers you complete transparency about all sales activities in real time so you can control them more effectively.
  • SELLSATION automatically records when which activities are performed in connection with which customers and sales projects.
  • Daily, weekly and monthly reports are automatically created for the entire company or for individual employees and teams, reducing the workload and eliminating unnecessary administrative tasks.
  • More Information on the Real-Time Overview
  • As a supervisor, the automatically-generated activity log offers you complete transparency about all sales activities in real time so you can control them more effectively.
  • SELLSATION automatically records when which activities are performed in connection with which customers and sales projects.
  • Daily, weekly and monthly reports are automatically created for the entire company or for individual employees and teams, reducing the workload and eliminating unnecessary administrative tasks.
  • More Information on the Real-Time Overview

Buying Center - Perfect overview of everyone involved in the purchasing decision

  • The SELLSATION Buying Center provides a perfect overview of everyone involved in the purchasing decision and their roles.
  • The different players at the customer’s company can be assigned user-defined roles and mapped in a visual hierarchy.
  • This makes it possible to map everyone involved in the purchasing decision so that they can be guided through the process in a way best suited to their role. Both customer and sales project roles can be defined and assigned.
  • As well as the actual customer, the SELLSATION Buying Center can also map actors from other companies or external contacts (e.g. consultants).
  • Further Information on the Buying Center
  • The SELLSATION Buying Center provides a perfect overview of everyone involved in the purchasing decision and their roles.
  • The different players at the customer’s company can be assigned user-defined roles and mapped in a visual hierarchy.
  • This makes it possible to map everyone involved in the purchasing decision so that they can be guided through the process in a way best suited to their role. Both customer and sales project roles can be defined and assigned.
  • As well as the actual customer, the SELLSATION Buying Center can also map actors from other companies or external contacts (e.g. consultants).
  • Further Information on the Buying Center

Creating and evaluating corporations and company locations

  • The corporate structures and company locations of your customer but also those of your own company can be easily created and mapped in SELLSATION via drag and drop and evaluated according to the preferred company level.
  • You have the choice of analysing the volume of offers and orders and other key indicators for the corporation or each branch of the company, location or subsidiary.
  • Further Information on Corporations
  • The corporate structures and company locations of your customer but also those of your own company can be easily created and mapped in SELLSATION via drag and drop and evaluated according to the preferred company level.
  • You have the choice of analysing the volume of offers and orders and other key indicators for the corporation or each branch of the company, location or subsidiary.
  • Further Information on Corporations

Opportunity management module for assessing potential and accurate forecast calculations.

  • The SELLSATION opportunity management module shows your sales reps the factors that are critical for success in each sales project, indicating the best course of action to maximise the likelihood of closing the deal.
  • The SELLSATION opportunity management module guides sales reps towards conclusion of the deal and indicates the projects and customers with the greatest potential.
  • This method enables a unique level of forecasting accuracy
  • The critical factors for closing deals are easy to define and can be modified when necessary.
  • Opportunities can also be defined by the user or automatically defined according to the stage of the sales process.
  • The SELLSATION opportunity management module shows your sales reps the factors that are critical for success in each sales project, indicating the best course of action to maximise the likelihood of closing the deal.
  • The SELLSATION opportunity management module guides sales reps towards conclusion of the deal and indicates the projects and customers with the greatest potential.
  • This method enables a unique level of forecasting accuracy
  • The critical factors for closing deals are easy to define and can be modified when necessary.
  • Opportunities can also be defined by the user or automatically defined according to the stage of the sales process.

Mapping and evaluation of sub-projects, tenders and alternative offers

  • The SELLSATION Project Groups feature enables the correct mapping and evaluation of sub-projects, tenders and alternative offers.
  • A customer’s complete project can be broken down into sub-projects as is customary practice in tenders. The sub-projects can in turn be brought to a conclusion independently of one another.
  • In addition, alternative offers of which only one of several sales projects are winnable can be mapped.
  • Project Groups enables a perfect overview of the linked sales projects and also correct analysis in forecasts and statistics. In addition, alternative offers where only one of several sales projects are winnable can be shown.
  • The SELLSATION Project Groups feature enables the correct mapping and evaluation of sub-projects, tenders and alternative offers.
  • A customer’s complete project can be broken down into sub-projects as is customary practice in tenders. The sub-projects can in turn be brought to a conclusion independently of one another.
  • In addition, alternative offers of which only one of several sales projects are winnable can be mapped.
  • Project Groups enables a perfect overview of the linked sales projects and also correct analysis in forecasts and statistics. In addition, alternative offers where only one of several sales projects are winnable can be shown.

Multi-Level Sales Systems

  • A multi-level system exists when there are several companies involved on the customer side when sales projects are concluded. 
  • In addition to the main customer, other user-defined customer relationships such as sales partners, consultants, end customers etc. can be mapped and analysed separately.
  • You have a perfect overview of all stages of the sales process down to the end customer and can keep track of all firms and contact persons involved.
  • A multi-level system exists when there are several companies involved on the customer side when sales projects are concluded. 
  • In addition to the main customer, other user-defined customer relationships such as sales partners, consultants, end customers etc. can be mapped and analysed separately.
  • You have a perfect overview of all stages of the sales process down to the end customer and can keep track of all firms and contact persons involved.

Recurring revenues and subscription revenue

  • Both one-time and recurring revenues and contribution margins as well as invoices for partial delivery can be mapped for an exact representation of statistics and forecasts, and revenues and target figures can be tracked for the entire duration of the project.
  • Both one-time and recurring revenues and contribution margins as well as invoices for partial delivery can be mapped for an exact representation of statistics and forecasts, and revenues and target figures can be tracked for the entire duration of the project.

Breakdown of offer volumes, revenues and contribution margin

  • Volumes and contribution margins can be allocated to dates (invoices for partial deliveries and recurring revenues), product categories, sales reps and other user-defined categories (paid, not yet paid, not yet billed, subject to a complaint, etc) – this enables an ideal comparison with all ERP systems.
  • Volumes and contribution margins can be allocated to dates (invoices for partial deliveries and recurring revenues), product categories, sales reps and other user-defined categories (paid, not yet paid, not yet billed, subject to a complaint, etc) – this enables an ideal comparison with all ERP systems.

Dashboards, Reports, Statistics and Area Analyses


Key Performance Indicators and Benchmark Analyses at the Touch of a Button

  • Key performance indicators such as offer volume, revenues, contribution margins, closing rates, hit rates (number of activities such as appointments, phone calls etc.), customer satisfaction and many others can be viewed in real time.
  • Benchmark analyses and ranking lists along the key performance indicators show potential for success as well as the strengths and weaknesses of sales reps and teams.
  • Pinpoint analysis of marketing activities
  • Comparison with previous years and target values
  • Statistics on the basis of company, teams, sales rep, product categories, marketing activities (lead source) and other categories at the touch of a button
  • Statistics are displayed both in tabular form and in the desired graphic representation
  • Create any number of statistics with a few clicks of the mouse
  • Release statistics to the desired users or teams

 

  • Key performance indicators such as offer volume, revenues, contribution margins, closing rates, hit rates (number of activities such as appointments, phone calls etc.), customer satisfaction and many others can be viewed in real time.
  • Benchmark analyses and ranking lists along the key performance indicators show potential for success as well as the strengths and weaknesses of sales reps and teams.
  • Pinpoint analysis of marketing activities
  • Comparison with previous years and target values
  • Statistics on the basis of company, teams, sales rep, product categories, marketing activities (lead source) and other categories at the touch of a button
  • Statistics are displayed both in tabular form and in the desired graphic representation
  • Create any number of statistics with a few clicks of the mouse
  • Release statistics to the desired users or teams

 

Conversion Rates and Strength/Weakness Analysis

  • Detailed pipeline analyses and conversion rates reveal the strengths and weaknesses of your sales systemwhich sales activities are critical for your success and your lead’s drop off points.
  • Detailed pipeline analyses and conversion rates reveal the strengths and weaknesses of your sales systemwhich sales activities are critical for your success and your lead’s drop off points.

Automatic Forecasts

  • Overview forecast by volume and contribution margin and comparison with target figures
  • Detailed forecast based on company, team, employee, product category or marketing activities (lead source)
  • Foreseeable changes in revenues and earnings are identified early on
  • To calculate the forecast, projects that have already been won as well as outstanding projects weighted by probability can be used. This makes it possible to achieve maximum forecast accuracy.
  • Overview forecast by volume and contribution margin and comparison with target figures
  • Detailed forecast based on company, team, employee, product category or marketing activities (lead source)
  • Foreseeable changes in revenues and earnings are identified early on
  • To calculate the forecast, projects that have already been won as well as outstanding projects weighted by probability can be used. This makes it possible to achieve maximum forecast accuracy.

Planning, Targets and Comparisons with Previous Years

  • Use dashboards, statistics and forecasts to track how close your team is coming to achieving its plans and targets and how its performance compares to previous years.
  • Generate plan comparisons automatically in real time at the touch of a button
  • Generate comparisons of previous years automatically by financial or calendar years and months in real time at the touch of a button
  • Planning and comparison of previous years company-wide, by teams and sales staff, product categories, etc.
  • Comprehensive and easy-to-use planning tool
  • Use dashboards, statistics and forecasts to track how close your team is coming to achieving its plans and targets and how its performance compares to previous years.
  • Generate plan comparisons automatically in real time at the touch of a button
  • Generate comparisons of previous years automatically by financial or calendar years and months in real time at the touch of a button
  • Planning and comparison of previous years company-wide, by teams and sales staff, product categories, etc.
  • Comprehensive and easy-to-use planning tool

Dashboards and Success Cockpits - All Key Indicators at a Glance

  • Dashboards show all desired key sales indicators at a glance. So you and your staff know whether you are on course to meet your targets with a mouse click.
  • Any number of graphical KPIs and dashboard elements can be arranged on an interface as in a cockpit
  • Create any number of dashboards with a few mouse clicks
  • Release of dashboards to the desired users or teams
  • Dashboards show all desired key sales indicators at a glance. So you and your staff know whether you are on course to meet your targets with a mouse click.
  • Any number of graphical KPIs and dashboard elements can be arranged on an interface as in a cockpit
  • Create any number of dashboards with a few mouse clicks
  • Release of dashboards to the desired users or teams

Map and Geomarketing Module for Strategic Area Analyses

  • Analysis of Market Coverage and of White Gaps in the Sales Region at a glance
  • Analysis of Market Coverage and of White Gaps in the Sales Region at a glance

Marketing


E-Mail Campaigns and Newsletter Function

  • Performance of target group-specific e-mail campaigns according to any filter criteria (customer segment, project status, offer volume, product category, region etc.)
  • Create and save dynamic target groups (which update automatically) and static target groups (which can be changed manually) and mailing lists to regularly supply target groups with the desired information.
  • Tracking of e-mail opens and link clicks and resulting statistics
  • Planning of campaigns, which can be sent at a time of your choice in the future
  • Extensive Newsletter Function
  • MailChimp Integration
  • Performance of target group-specific e-mail campaigns according to any filter criteria (customer segment, project status, offer volume, product category, region etc.)
  • Create and save dynamic target groups (which update automatically) and static target groups (which can be changed manually) and mailing lists to regularly supply target groups with the desired information.
  • Tracking of e-mail opens and link clicks and resulting statistics
  • Planning of campaigns, which can be sent at a time of your choice in the future
  • Extensive Newsletter Function
  • MailChimp Integration

Automated Multi-Level E-Mail Campaigns and Newsletter Function

  • Automated performance of target group-specific, multi-level campaigns according to any filter criteria (customer segment, project status, offer volume, product category, region etc.)
  • Automated campaigns are performed when sales projects, for example, acquire a defined status or reach a certain stage in the sales process or in the pipeline.
  • Multi-level campaigns: When an e-mail campaign was sent out and was read/not read or certain links in it were clicked/not clicked, a second campaign or another workflow can be started, such as a task of calling the potential customer or an automated shift of the lead to another stage in the pipeline (See also Automated Workflows (Ingrid: bitte Link setzen).
  • Automated performance of target group-specific, multi-level campaigns according to any filter criteria (customer segment, project status, offer volume, product category, region etc.)
  • Automated campaigns are performed when sales projects, for example, acquire a defined status or reach a certain stage in the sales process or in the pipeline.
  • Multi-level campaigns: When an e-mail campaign was sent out and was read/not read or certain links in it were clicked/not clicked, a second campaign or another workflow can be started, such as a task of calling the potential customer or an automated shift of the lead to another stage in the pipeline (See also Automated Workflows (Ingrid: bitte Link setzen).

Pinpoint analysis of marketing activities

  • Analysis which marketing activities and address sources generate which revenues and sales success
  • Analysis which marketing activities and address sources generate which revenues and sales success

Campaign Templates

  • Create and save campaign templates, which you can send to the desired target groups at any time (e.g. new customer mailing campaigns)
  • Create and save campaign templates, which you can send to the desired target groups at any time (e.g. new customer mailing campaigns)

Standard Letter Campaigns, Labels and CSV Export

  • As well as e-mail campaigns, you can also create campaigns in the form of standard letters 
  • Label creation, for example to send catalogues
  • CSV-Export to perform campaigns in other systems upon request
  • As well as e-mail campaigns, you can also create campaigns in the form of standard letters 
  • Label creation, for example to send catalogues
  • CSV-Export to perform campaigns in other systems upon request

GDPR Compliance/ Privacy Settings

  • The privacy preferences of your customers and contacts are respected in accordance with the GDPR regulations. Customers and contact persons who do not wish to receive mailings will not receive them if they express this preference via a link in an e-mail that is mandatory according to GDPR.
  • In addition, areas of interest may be recorded. This link contained in e-mail campaigns thus allows each of your contacts to manage their personal interest preferences themselves.
  • The privacy preferences of your customers and contacts are respected in accordance with the GDPR regulations. Customers and contact persons who do not wish to receive mailings will not receive them if they express this preference via a link in an e-mail that is mandatory according to GDPR.
  • In addition, areas of interest may be recorded. This link contained in e-mail campaigns thus allows each of your contacts to manage their personal interest preferences themselves.

Task Management, Tasks and Activity Tracker Templates


Simple creation of tasks and task tracking

  • Option of creating tasks with reference to projects, customers or contacts
  • Option of creating multiple tasks in one step according to any filter criteria (customer segment, project status, offer volume, product category, region etc.) and assigning them to the responsible employees and teams, for example if all open leads are to be contacted in a region with a specific volume.
  • Tasks can be broken down into sub-tasks.
  • Tasks can be provided with information fields: The information fields to be queried are automatically stored under the customer or sales project.
  • Task reminders via e-mail, with due date and feedback message when an assigned task has been completed
  • Option of creating tasks with reference to projects, customers or contacts
  • Option of creating multiple tasks in one step according to any filter criteria (customer segment, project status, offer volume, product category, region etc.) and assigning them to the responsible employees and teams, for example if all open leads are to be contacted in a region with a specific volume.
  • Tasks can be broken down into sub-tasks.
  • Tasks can be provided with information fields: The information fields to be queried are automatically stored under the customer or sales project.
  • Task reminders via e-mail, with due date and feedback message when an assigned task has been completed

Activity tracker templates and sales scripts for customer acquisition by telephone and appointments

  • You specify what information is to be entered during an appointment or telephone call.
  • The information fields to be queried are automatically stored under the customer or sales project.
  • You specify what information is to be entered during an appointment or telephone call.
  • The information fields to be queried are automatically stored under the customer or sales project.

E-Mail Integration


All E-Mails in One Place

  • E-mails are shown directly in the customer project or sales project timeline, so you have all important information in one place.
  • Each project and each customer has a separate SELLSATION Bcc e-mail address. The SELLSATION customer or projects Bcc e-mail address allows e-mails to be easily allocated to customer or sales projects.
  • E-mails are shown directly in the customer project or sales project timeline, so you have all important information in one place.
  • Each project and each customer has a separate SELLSATION Bcc e-mail address. The SELLSATION customer or projects Bcc e-mail address allows e-mails to be easily allocated to customer or sales projects.

SELLSATION Outlook Plug-In

  • The SELLSATION Outlook plug-in lets you allocate e-mails from Outlook to customers or projects with a mouse click. They then appear in the customer or project timeline.
  • The SELLSATION Outlook plug-in lets you allocate e-mails from Outlook to customers or projects with a mouse click. They then appear in the customer or project timeline.

E-Mail Templates

  • Create e-mail templates with graphic design elements (customer acquisition mails etc.) that can be sent by your teams and staff.
  • Placeholders for individual salutations and other information ensure personalised e-mails
  • Create e-mail templates with graphic design elements (customer acquisition mails etc.) that can be sent by your teams and staff.
  • Placeholders for individual salutations and other information ensure personalised e-mails

Sales Automation: Automated Workflows


Automated tasks

  • Define and pinpoint activities that are critical through automated tasks
  • Automated tasks automatically appear as a pop-up when sales projects reach a certain stage in the sales pipeline or when sales projects or customers acquire a defined status and can be set as a condition where certain criteria must be satisfied or information entered
  • Automated tasks can be provided with information fields: The information fields to be queried are automatically stored under the customer or sales project.
  • Automated tasks can be initiated according to any filter criteria (customer segment, project status, offer volume, product category, region etc.).
  • Define and pinpoint activities that are critical through automated tasks
  • Automated tasks automatically appear as a pop-up when sales projects reach a certain stage in the sales pipeline or when sales projects or customers acquire a defined status and can be set as a condition where certain criteria must be satisfied or information entered
  • Automated tasks can be provided with information fields: The information fields to be queried are automatically stored under the customer or sales project.
  • Automated tasks can be initiated according to any filter criteria (customer segment, project status, offer volume, product category, region etc.).

Automated Multi-Level E-Mail Campaigns

  • Automated performance of target group-specific, multi-level campaigns according to any filter criteria (customer segment, project status, offer volume, product category, region etc.)
  • Automated campaigns are performed when sales projects for example acquire a defined status or reach a certain stage in the sales process or in the pipeline.
  • Multi-level campaigns: When an e-mail campaign was sent out and was read/not read or certain links in it were clicked on/not clicked on, a second campaign or another workflow can be started, as for example a task of calling the potential customer or an automated shift of the lead to another stage in the pipeline.
  • Automated performance of target group-specific, multi-level campaigns according to any filter criteria (customer segment, project status, offer volume, product category, region etc.)
  • Automated campaigns are performed when sales projects for example acquire a defined status or reach a certain stage in the sales process or in the pipeline.
  • Multi-level campaigns: When an e-mail campaign was sent out and was read/not read or certain links in it were clicked on/not clicked on, a second campaign or another workflow can be started, as for example a task of calling the potential customer or an automated shift of the lead to another stage in the pipeline.

Automated Performance and Evaluation of Customer Satisfaction Surveys

  • Secure optimal customer service, high deal closing rates and more further recommendations through automated, ongoing customer satisfaction surveys
  • Customer feedback can be collected at every stage of the sales process – at the offer stage, following service provision or with non purchases
  • Simple creation and adaptation of customer feedback surveys
  • Performance is automated using e-mail questionnaires or verbal interviews and evaluation is fully automatic.
  • Automated surveys can be initiated according to any filter criteria (customer segment, project status, offer volume, product category, region etc.).
  • Secure optimal customer service, high deal closing rates and more further recommendations through automated, ongoing customer satisfaction surveys
  • Customer feedback can be collected at every stage of the sales process – at the offer stage, following service provision or with non purchases
  • Simple creation and adaptation of customer feedback surveys
  • Performance is automated using e-mail questionnaires or verbal interviews and evaluation is fully automatic.
  • Automated surveys can be initiated according to any filter criteria (customer segment, project status, offer volume, product category, region etc.).

Identification of Reasons for Lost and Won Projects

  • Identification and evaluation of reasons for lost projects or causes of successful deal closure
  • Should projects be lost or won (or shifted to any stage), the employee responsible must state the reasons for this. They will then be automatically evaluated to allow conclusions to be drawn and for a continuous improvement process to be set in motion.
  • Identification and evaluation of reasons for lost projects or causes of successful deal closure
  • Should projects be lost or won (or shifted to any stage), the employee responsible must state the reasons for this. They will then be automatically evaluated to allow conclusions to be drawn and for a continuous improvement process to be set in motion.

Automated Sales Processes

  • Automation and simplification of sequences and workflows
  • Automated switching of sales processes/pipelines and stages
  • Automatic assignment of projects to sales reps, depending on the project characteristics (postcode, category etc.)
  • Automated customer allocation of sales projects
  • Automated sales processes can be initiated according to any filter criteria (customer segment, project status, offer volume, product category, region etc.).
  • Automation and simplification of sequences and workflows
  • Automated switching of sales processes/pipelines and stages
  • Automatic assignment of projects to sales reps, depending on the project characteristics (postcode, category etc.)
  • Automated customer allocation of sales projects
  • Automated sales processes can be initiated according to any filter criteria (customer segment, project status, offer volume, product category, region etc.).

Approval Processes

  • Processes for the approval of sales projects by other departments or supervisors, for example with defined discount limits, etc.
  • Processes for the approval of sales projects by other departments or supervisors, for example with defined discount limits, etc.

Automated Project Creation

  • New sales projects can be automatically created from an existing sales project or customer
  • New sales projects are created depending on defined customer criteria. For example, new lead or follow-up projects are created for a specific group of customers according to any filter criteria (customer segment, region etc.) and allocated to a desired sales rep.
  • New follow-up projects are created depending on defined sales project criteria (project status, offer volume, product category, etc.). For example, after-sales projects can be automatically generated for won sales projects.
  • New sales projects can be automatically created from an existing sales project or customer
  • New sales projects are created depending on defined customer criteria. For example, new lead or follow-up projects are created for a specific group of customers according to any filter criteria (customer segment, region etc.) and allocated to a desired sales rep.
  • New follow-up projects are created depending on defined sales project criteria (project status, offer volume, product category, etc.). For example, after-sales projects can be automatically generated for won sales projects.

Automated Updating of Customer and Sales Project Data

  • Depending on defined customer or project criteria (customer segment, offer volume, product category, region, etc.) or the project status (stage in a sales process/pipeline), customer or sales project data can be updated in one step and information fields completed, sales projects allocated to a new sales rep or shifted to a new pipeline and stage.
  • Depending on defined customer or project criteria (customer segment, offer volume, product category, region, etc.) or the project status (stage in a sales process/pipeline), customer or sales project data can be updated in one step and information fields completed, sales projects allocated to a new sales rep or shifted to a new pipeline and stage.

Telemarketing

  • Mit dem Telemarketing Modul können Sie neue Interessenten oder potentielle Neukunden/Leads durch Telefonakquise qualifizieren und als neue Verkaufsprojekte dem Vertriebsmitarbeiter zu übergeben. 
  • Kampagnen wie Veranstaltungseinladungen, die versendet wurden, können aufgrund einer E-Mail Reaktion (oder auch wegen der nicht erfolgten Reaktion) nachtelefoniert werden.
  • Andererseits können Sie aber auch Kunden oder Kontakte, die ein Verkaufsprojekt in einer bestimmten Pipelinephase haben oder abhängig von definierten Kunden- und Verkaufsprojektfilterkriterien (Kundensegment, Projektstatus, Angebotsvolumen, Produktkategorie, Gebiet etc.), gezielt anrufen lassen, um Verkaufsprojekte zum Abschluss zu bringen.
  • The Telemarketing module allows you to qualify new prospects or potential new customers/leads through customer acquisition by telephone and to hand them over to the sales representative as new sales projects. 
  • Campaigns such as the sending of invitations to events can be followed up by telephone based on an e-mail response (incl. the absence of any response).
  • On the other hand, you can also arrange for customers or contacts that have reached a certain stage in the pipeline on a sales project or according to defined customer/sales project filter criteria (customer segment, project status, offer volume, product category, region etc.)  to be specifically called in order to close a deal on a sales project.
  • Mit dem Telemarketing Modul können Sie neue Interessenten oder potentielle Neukunden/Leads durch Telefonakquise qualifizieren und als neue Verkaufsprojekte dem Vertriebsmitarbeiter zu übergeben. 
  • Kampagnen wie Veranstaltungseinladungen, die versendet wurden, können aufgrund einer E-Mail Reaktion (oder auch wegen der nicht erfolgten Reaktion) nachtelefoniert werden.
  • Andererseits können Sie aber auch Kunden oder Kontakte, die ein Verkaufsprojekt in einer bestimmten Pipelinephase haben oder abhängig von definierten Kunden- und Verkaufsprojektfilterkriterien (Kundensegment, Projektstatus, Angebotsvolumen, Produktkategorie, Gebiet etc.), gezielt anrufen lassen, um Verkaufsprojekte zum Abschluss zu bringen.
  • The Telemarketing module allows you to qualify new prospects or potential new customers/leads through customer acquisition by telephone and to hand them over to the sales representative as new sales projects. 
  • Campaigns such as the sending of invitations to events can be followed up by telephone based on an e-mail response (incl. the absence of any response).
  • On the other hand, you can also arrange for customers or contacts that have reached a certain stage in the pipeline on a sales project or according to defined customer/sales project filter criteria (customer segment, project status, offer volume, product category, region etc.)  to be specifically called in order to close a deal on a sales project.

Combined and Multi-Level Workflows

  • All workflows described can be combined with "if-then" relationships. If a workflow is to be implemented (or not implemented), a subsequent workflow based on it can be automatically started.
  • When for example, an e-mail campaign was sent out and was read/not read or certain links in it were clicked on/not clicked on, a second campaign or another workflow can be started, e.g. a task of calling the potential customer or an automated shift of the lead to another stage in the pipeline.
  • All workflows described can be combined with "if-then" relationships. If a workflow is to be implemented (or not implemented), a subsequent workflow based on it can be automatically started.
  • When for example, an e-mail campaign was sent out and was read/not read or certain links in it were clicked on/not clicked on, a second campaign or another workflow can be started, e.g. a task of calling the potential customer or an automated shift of the lead to another stage in the pipeline.

Additional SELLSATION Features


Synchronisation of All Devices and All Information in Real Time

  • All users see all the latest information wherever they are in the world.
  • SELLSATION securely stores all information in the cloud in real time with first-rate Microsoft Azure hosting infrastructure at computer centres based in the Netherlands or Germany.
  • All users see all the latest information wherever they are in the world.
  • SELLSATION securely stores all information in the cloud in real time with first-rate Microsoft Azure hosting infrastructure at computer centres based in the Netherlands or Germany.

Calendar

  • Automated calendar synchronisation with all calendar systems (Outlook, Office 365, Google etc.) in real time
  • Automated bidirectional calendar synchronisation with Outlook and Office 365
  • Calendar entries can be related to customers or projects and will then appear in both the calendar and in the timeline under the relevant customer or project.
  • Automated calendar synchronisation with all calendar systems (Outlook, Office 365, Google etc.) in real time
  • Automated bidirectional calendar synchronisation with Outlook and Office 365
  • Calendar entries can be related to customers or projects and will then appear in both the calendar and in the timeline under the relevant customer or project.

Contacts Management

  • Synchronise contacts via vCard Import and Export with all systems
  • Synchronise all contacts with a mobile phone 
  • Clear and intuitive timeline showing all activities of a contact (e-mails, appointments, phone calls, customer feedback surveys, stage shifts, uploaded files, etc.) at a glance.
  • Synchronise contacts via vCard Import and Export with all systems
  • Synchronise all contacts with a mobile phone 
  • Clear and intuitive timeline showing all activities of a contact (e-mails, appointments, phone calls, customer feedback surveys, stage shifts, uploaded files, etc.) at a glance.

Import and Export of Data

  • Import and updating of customers, sales projects and contacts and the corresponding information fields from a CSV/Excel file or other system in one step 
  • Export of customers, projects and contacts and the corresponding information fields to a CSV/Excel file or to another system in one step
  • Import and updating of customers, sales projects and contacts and the corresponding information fields from a CSV/Excel file or other system in one step 
  • Export of customers, projects and contacts and the corresponding information fields to a CSV/Excel file or to another system in one step

Identification of Duplication of Customers, Sales Projects and Contacts

  • High-data quality is ensured by the automated identification and merger of customers, projects and contacts which have been created in duplicate or multiple times.
  • Duplicate check with inputting of data and global duplicate check of all data input into SELLSATION.
  • High-data quality is ensured by the automated identification and merger of customers, projects and contacts which have been created in duplicate or multiple times.
  • Duplicate check with inputting of data and global duplicate check of all data input into SELLSATION.

Multiple languages

  • SELLSATION can be displayed in all languages.
  • One user sees SELLSATION for example in German while an American colleague has the same user interface with all data in English.
  • SELLSATION can be displayed in all languages.
  • One user sees SELLSATION for example in German while an American colleague has the same user interface with all data in English.

All Global Currencies

  • The SELLSATION Currency module allows you to set up and manage all currencies and their rates of exchange related to the base currency selected. 
  • You can enter an arithmetical minimum and maximum rate of exchange in order to keep an eye on both scenarios for forecasting.
  • The SELLSATION Currency module allows you to set up and manage all currencies and their rates of exchange related to the base currency selected. 
  • You can enter an arithmetical minimum and maximum rate of exchange in order to keep an eye on both scenarios for forecasting.

Offer Creation, Price Lists and Product Catalogue

  • The SELLSATION offer tool allows you to create professional offers.
  • Any number of price lists from different manufacturers and for non- standardised products can be used as the basis for product pricing. 
  • Discounts and surcharges taken into account, as well tax and discount items 
  • With transfer of the quotation value to the project volume of the sales project, this is broken down by product category, so automatically enabling detailed analysis of the successful sale according to the product categories.
  • Design of offers can be customised
  • The SELLSATION offer tool allows you to create professional offers.
  • Any number of price lists from different manufacturers and for non- standardised products can be used as the basis for product pricing. 
  • Discounts and surcharges taken into account, as well tax and discount items 
  • With transfer of the quotation value to the project volume of the sales project, this is broken down by product category, so automatically enabling detailed analysis of the successful sale according to the product categories.
  • Design of offers can be customised

Mobile App for all Smartphones (iOS and Android)


SELLSATION Mobile App for All Systems (iOS and Android)

  • With the SELLSATION Mobile App for iOS and Android OS you have all customer and sales project data, documents and contacts available on your smartphone in real time, at any time wherever you are.
  • Create and edit sales projects and customers including their related activities, appointments and notes.
  • Overview of all open tasks, which can be dealt with directly in the SELLSATION Mobile App.
  • Synchronise all contacts with a mobile phone
  • With the SELLSATION Mobile App for iOS and Android OS you have all customer and sales project data, documents and contacts available on your smartphone in real time, at any time wherever you are.
  • Create and edit sales projects and customers including their related activities, appointments and notes.
  • Overview of all open tasks, which can be dealt with directly in the SELLSATION Mobile App.
  • Synchronise all contacts with a mobile phone

Data Security


World-Beating Data Security

  • Protect your data with first-rate hosting infrastructure from Microsoft Azure at computer centres in the Netherlands and Germany.
  • Regular tests and certification procedures performed by external contractors confirm that data stored with SELLSATION is 100% secure
  • Protect your data with first-rate hosting infrastructure from Microsoft Azure at computer centres in the Netherlands and Germany.
  • Regular tests and certification procedures performed by external contractors confirm that data stored with SELLSATION is 100% secure

Data Encryption

  • Encryption of data and user login information with SHA-256 RSA encryption 
  • Encryption of stored data with Encryption @ Rest
  • Encryption of data and user login information with SHA-256 RSA encryption 
  • Encryption of stored data with Encryption @ Rest

Login with SSO

  • Authentication via Microsoft Azure Active Directory, thus ensuring a seamless single sign-on experience.
  • Authentication via Microsoft Azure Active Directory, thus ensuring a seamless single sign-on experience.

Visibility of data depending on user authorisations

  • Create different visibility options and authorisation profiles for staff and teams, so defining which users are permitted to see which customers, sales projects, data and sales processes/pipelines. 
  • Modify the access rights of users in SELLSATION with easily configurable authorisation roles.
  • Access to specific SELLSATION features can be additionally restricted
  • Create different visibility options and authorisation profiles for staff and teams, so defining which users are permitted to see which customers, sales projects, data and sales processes/pipelines. 
  • Modify the access rights of users in SELLSATION with easily configurable authorisation roles.
  • Access to specific SELLSATION features can be additionally restricted

Minimal Introduction Costs


Minimal effort in terms of implementation - use SELLSATION right away thanks to Plug & Play

  • SELLSATION can be implemented in a matter of hours
  • SELLSATION functions both as a stand-alone solution and with interfaces integrated in the existing system (see also Integration with Other Systems.
  • Extremely simple user guidance results in a high level of acceptance among staff
  • SELLSATION can be implemented in a matter of hours
  • SELLSATION functions both as a stand-alone solution and with interfaces integrated in the existing system (see also Integration with Other Systems.
  • Extremely simple user guidance results in a high level of acceptance among staff

Extensive Options for Adaptation

  • Sales processes and pipelines can be customised for your company
  • Simple creation of your own views for customers, projects and contacts 
  • Map your required sales data structure for customers, sales projects and contacts with user-defined information fields or numerous preconfigured standard fields.
  • Integration of your company's corporate design
  • Sales processes and pipelines can be customised for your company
  • Simple creation of your own views for customers, projects and contacts 
  • Map your required sales data structure for customers, sales projects and contacts with user-defined information fields or numerous preconfigured standard fields.
  • Integration of your company's corporate design

Integration with Other Systems


Interfaces to Other Systems/API (ERP, etc.) or as a Stand-Alone Solution

  • The SELLSATION standard interface/API allows interfaces to other systems – e.g. to ERP systems – to be created quickly and easily and all displayed content of customers, sales projects, contacts and all information fields (master/sales project data, incoming orders, turnover, etc.) to be synchronised in real time in all directions.
  • Thanks to the SELLSATION REST API with unlimited calls integration with external systems (ERP, merchandise management and other systems) can be set up with any degree of complexity. 
  • SELLSATION webhooks permit the exchange of data in real time
  • Interfaces can be created by both your developers and the SELLSATION
  • The SELLSATION standard interface/API allows interfaces to other systems – e.g. to ERP systems – to be created quickly and easily and all displayed content of customers, sales projects, contacts and all information fields (master/sales project data, incoming orders, turnover, etc.) to be synchronised in real time in all directions.
  • Thanks to the SELLSATION REST API with unlimited calls integration with external systems (ERP, merchandise management and other systems) can be set up with any degree of complexity. 
  • SELLSATION webhooks permit the exchange of data in real time
  • Interfaces can be created by both your developers and the SELLSATION

Unlimited capacity


Unlimited number of customisable sales processes and pipelines

Unlimited number of sales projects (leads and deals)

Any number of user-defined information fields

SELLSATION Support


SELLSATION Support Centre

  • You can communicate directly with the SELLSATION team via the SELLSATION Support platform. All communication can be easily tracked here.
  • You can communicate directly with the SELLSATION team via the SELLSATION Support platform. All communication can be easily tracked here.

Telephone or Online Support

  • With more complex issues the SELLSATION team is of course also on hand to assist in person, either by telephone or via Google Meet.
  • With more complex issues the SELLSATION team is of course also on hand to assist in person, either by telephone or via Google Meet.

Onboarding Workshop Online or at Your Company Site

  • Our experienced SELLSATION team would be pleased to help you with onboarding SELLSATION to perfectly adapt the system to your company's needs.
  • Onboarding and implementation take place either online via Google Meet or in person at your company's site.
  • Our experienced SELLSATION team would be pleased to help you with onboarding SELLSATION to perfectly adapt the system to your company's needs.
  • Onboarding and implementation take place either online via Google Meet or in person at your company's site.

Digital product manual

  • The digital product manual contains detailed descriptions of features. 
  • Discover interesting features of SELLSATION and use them for your company to implement and automate sales processes to optimum effect with SELLSATION, so ensuring continuous improvement of your performance indicators.
  • The digital product manual contains detailed descriptions of features. 
  • Discover interesting features of SELLSATION and use them for your company to implement and automate sales processes to optimum effect with SELLSATION, so ensuring continuous improvement of your performance indicators.