Prospecting, Opportunity tracking, Sales Automation, Tracking & Scoring, and Reporting

By avoiding the famous time wasting traps and using time-saving tools, our sales team focus on the essentials and make efficiency and productivity gains daily.

Discover how Sellsy’s sales team uses Sellsy on a daily basis.


Save time and sell more: the sales dilemma

Some tools save us a lot of time on a daily basis: automatic email scenarios triggered directly in various pipelines, email templates, personalised quote formatting via the redactor module, one-click conversion of an estimate to an invoice etc. Administrative tasks are no longer an obstacle for Sellsy sales representatives.

Our sales people also appreciate Sellsy phone, the new Sellsy extension that allows them to manage their calls (incoming, outgoing and transfer) directly from their Sellsy interface. What more, the call logs appear automatically on the client file which is a real time saver.

Automatic emailing scenarios are also defined for each step of the customer’s acquisition cycle to ensure that the information we share is well with the right person and relevant. This, in addition to saving us time, ensures that we have control over all the communication that goes to our future customers.

Tracking opportunities through the pipeline ensures that we don’t miss a thing

With the contact forms created via the Sellsy website module, destination pipelines and opportunity owners are automatically assigned to incoming leads. This ensures that work is spread equally across the team and deal with efficiently.

Each representative in our team has their own pipeline configured with each of the steps from our customer sales cycle: new lead / demo scheduled / quote sent / to be recontacted later

Tasks are used to send reminders to sales reps and allow managers to assign tasks in the event that there is something specific to be scheduled that we have not automated in our pipelines (e.g. visit prospect offices).

Finally, we use the filters for opportunities to limit what shows. Some of the things we filter for include the date the opportunity was created, the lead score and the lead source (which is especially important if some leads come from expensive acquisition channels and need priority to guarantee ROI).

Vue pipeline

Understand clients to communicate better

The customer file allows us to see the most important information at a glance such as last interactions, emails sent, marketing campaigns received & read, comments, etc.

Our sales representatives also make extensive use of the site’s tracking information to identify the prospect’s real needs. Knowing the pages that the prospect has visited allows us to orient our pitch.

Some features allow us to be extremely proactive. Automatic opportunity scoring is a big part of this as it takes into account the number of pages visited and the time spent on our site allowing us to easily identify the hottest prospects, and the sales document reading tracking allows us to know when our quotes are read or simply whether or not our prospects have read our email correctly.

Reducing the time to close a deal

With Sellsy redactor module we customise all of our complex documents (quotes, commercial proposals, contracts, responses to calls for tenders, etc.).

We also rely on online signatures to make it easier for clients to legally agree to something without waiting for the typical print, scan, and reply process.

Finally, the ability to accept online payments ensure that we get paid on time every time, and that our customers can pay us with their preferred method; be it PayPal, credit card, direct debit, or bank transfer.

Recherches sauvegardées

Customer loyalty starts with a maintained portfolio

Each sales representative has a clear view of their client portfolio using saved searches. They can then filter customers by revenue, by city, by vertical, or anything else that’s a field in the customer file.

In a just a couple of clicks they can see all of the printing companies in the North East of England for example. When it comes to personalising our sales pitches and getting the most out of travelling for business, saved searched in Sellsy are indispensable.

In addition, with automated emails enabled in customer success pipelines, we are able to ensure that we maintain a constant contact between each account and their account manager.

Sales reporting

The prospection report gives a clear and quick overview of every employees’ activity in terms of business opportunities: the number of opportunities created, won and lost within a certain period, or the total amount invoiced.

The activity report allows us to have a clear view on every activity the team members carry out (tasks and events). Thanks to this, the Sales Director has a summary of the tasks completed (calls, training, etc.) and the events scheduled (customer meetings, demonstrations, etc.) per employee so they can identify best performers, calculate commission, and provide training to representatives when needed.

In using Sellsy we also have an overview of the potential revenue from each pipeline, which allows us to predict revenue over the short and medium term and proactively launch marketing campaigns to avoid slow months.


A CRM that goes everywhere our representatives do

We use the Sellsy mobile application on a daily basis. Our mobile sales representatives can add information on our prospects and customers in real time and all will be shared within their contact file. Before an appointment it is also really useful to be able to refresh our memory from the customer’s file and to note their remarks immediately after the appointment. Working like this means we never forget a detail when dealing with customers.

Even more, the application means that every but of information about our prospects and customers is in our pocket, everywhere, at a moment’s notice!

Our sales team uses…


CRM, GEstion commerciale, Redactor, Support client



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