Welcome to the Sales Team Management feature in Empress. This feature is a powerful tool for businesses, designed to manage your sales team effectively and enhance your sales process.
Feature Overview
The Sales Team Management feature helps you monitor, track and manage your sales team’s performance. It allows you to:
- Assign sales persons to different tasks.
- Keep track of their contact information.
- Allocate percentage contributions for each sales person.
- Calculate contributions to net total.
- Determine commission rates and incentives.
The information is stored in a user-friendly format, facilitating transparency and efficient communication in your business operations.
How to Use the Sales Team Management Feature
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Viewing Sales Team Information: Navigate to the Sales Team Management feature. Here, you will find a comprehensive list of your sales team members, their contact information, assigned tasks, and more.
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Editing Information: To edit a sales person’s information, simply select their entry and modify the necessary fields. Make sure to save your changes.
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Sorting Information: You can sort the information based on various parameters such as contribution percentage, allocated amount, commission rate, and incentives. Simply choose your preferred sorting field and order.
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Tracking Changes: The Sales Team Management feature offers a ‘Track Changes’ function. This allows you to monitor any edits or modifications made to the sales person’s entry, ensuring accuracy and accountability.
User Roles and Permissions
Empress provides different access levels to ensure data integrity and security. As an admin, you can set user roles and define their permissions within the Sales Team Management feature. This includes who can view, edit, and manage the sales team information.
The Benefit to Your Business
The Sales Team Management feature is designed to streamline your sales operations. It provides a clear picture of your sales team’s performance and contribution, helping you make informed decisions. By effectively managing your sales team, you can optimize performance, increase sales, and grow your business.
For more assistance, please refer to our user-friendly guides and guides available in the Help section. For further support, feel free to contact our customer service team.