Task Management Software

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The term Management Dashboard defines a wide range of data reporting and visualization tools or dashboards that allow using various performance & efficiency measures to report on an enterprise’s ability to organize and coordinate its activities in accordance with certain policies and in achievement of pre-determined objectives. What is a Management Dashboard?
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In this Money Management Action Plan you can read a range of tips and suggestions that will help you manage your money in an effective manner.

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Home » Miscellaneous » Sales process guide – simple software to manage work of sales departments
Sales process guide – simple software to manage work of sales departments  

Sales process guide – simple software to manage work of sales departments


Sales process guide is what helps to undertake activities related to selling products and services. Sales process definition: This is a process that begins with initial contact with potential client, continues with negotiations, and which finishes when product or service is sold to this client (required goods are laded to the client and payments for them are received by the vender). Theoretically such a deal finishes with mutual satisfaction of the both sides. While this is general schema, in practice there are different ways to organize this process in details, so an appropriate methodology heavily depends on the type of organization, business, and goods. Methodology may include special guidelines designed to increase sales through applying different “tricks” and methods. You can find different descriptions on the Web, and some of them may match your business specificity. Anyway, description of such a process should be communicated to performers (salespersons) and properly controlled, for this special software can be used.

VIP Task Manager is real-time teamwork software for planning and controlling different projects through using different adjustable modes (timeline, calendar, task tree, to-do list) and analyzing performance of your workgroup in order to identify project evolution. This tool can be used as a sales process guide.

Action plan

To set sales process description for your project do the following:

  • start your project planning software
  • use Task Tree to set tasks for your team
  • plan to-do lists, plans and set other goals
  • use Comments and Notes panel to give instructions
  • assign tasks to performers
  • control sales performance      

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