Glossary

What is sales tracking?

Sales management covers the complete cycle from customer prospecting to payment collection: creating quotes, confirming orders, issuing delivery notes and invoices, tracking payments, and following up on outstanding balances. Effective sales management improves customer satisfaction and maximizes revenue.

Components of an Effective Sales Process

  • Sales pipeline: Tracking opportunities at each stage.
  • Commercial documents: Quotes, purchase orders, delivery notes, invoices.
  • Pricing: Management of discounts, promotions, and customer price lists.
  • Reporting: Performance analysis by salesperson, product, or region.

Discover how to use customer data to improve sales and how GestiumERP optimizes your sales force.

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