If you use Adversus for direct sales, it can be beneficial to create and add products to a campaign. The products make it easy for agents to register new sales, where you subsequently can keep track of the sales pipeline through Warehouse Sales.
After you've added relevant products to a campaign, the agents now have the possibility to choose them directly from the dialer - while they're on the phone with the lead.
After choosing the correct product from the Choose product dropdown, the agent will have the above-shown view in the dialer.
The overview shows:
Product name and description
Product price in total (if more than one unit is chosen)
Product discount total (if there is input any discount)
The agent can choose:
How many units
If a note should be attached
The discount (per unit)
When all sales information is registered, the agent should save the lead as Success.
Sales access to external users
If you use Adversus for direct sales and sell products for another company, the sales access can be used by the company you sell for. When logging in with a sales access, you can see all sales that have been made. You can see which products are sold, how many and the price. Also, you can see how many sales are closed and how many that are in process, so you have an idea of what to expect in the future.
Besides this, the sales access user can also approve and reject sales if the sales, for some reason, don't meet the guidelines.
The sales access user can be beneficial for following the sales performance now and in the future.