The very essence of ClientSpace is client data. To track client data, you need to find the prospects, sell them on the services you provide, and get a signed contract.
Common terminology for the sales module includes lead, prospect, client, and implementation:
| • | A lead is a sales target that has not yet shown any reasonable expectation of buying. |
| • | A prospect is a sales target that has shown potential intent to buy or is actively considering a purchase. |
| • | A client is a company that has committed to purchase. |
| • | The implementation is the unique set of business processes required to bring on a new client. |
The following diagram illustrates the sales data flow.
The ClientSpace Sales module supports every stage of the sales activities:
| • | Lead generation: identifying and collecting new sales targets. |
| • | Lead nurturing: engaging with sales targets to determine fit for product or service. |
| • | Closing the deal: data collection, quoting and proposal, approving, resulting in client commitment. |
| • | New client implementation: activities required to deliver the product or begin servicing to a new client. |
Lead generation
For purchased leads, you can import and assign lead lists. ClientSpace supports your prospecting efforts through follow-up activities, reports, and email.
Lead nurturing
Lead nurturing is supported through the ClientSpace Action Center where you can manage organization and contact information and related activities such as follow-ups, appointments, tasks, and emails. Through dashboards and reports, you can search activities, generate reports, and search organization contacts.
Closing the deal
ClientSpace helps you close the deal by organizing all your information in workspaces and starting workflows. The pricing console provides sophisticated pricing control, including the ability to track commissions to help predict profitability. ClientSpace can produce your sales proposals, contracts, and addendums.
New client implementation
When it is time to onboard a new client, ClientSpace guides you through your own implementation workflow.