Task Management Software
 


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What is a Management Dashboard?
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 » Solutions » Articles » Preliminary Marketing Research and Marketing/Sales Team management software
Preliminary Marketing Research and Marketing/Sales Team management software  

Preliminary Marketing Research and Marketing/Sales Team management software



 
 

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new CentriQS -15% OFF
Business management software
for small & midsize enterprises

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VIP Task Manager
Task management software
for teams & small offices
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All Travel Checklists

new CentriQS -15% OFF
Business management software
for small & midsize enterprises

Play Demo

VIP Task Manager
Task management software
for teams & small offices
Play Demo / Download

Preliminary research is necessary for definition of the reasons that caused revealed problem of the company. Preliminary research of the problems that do not allow marketing complex to work efficiently can begin with discussion of problems related to sales department, service department and client managers. Besides this, preliminary research can include studying of the formal data related to the company's work.



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It can be the analysis of sales and profit of the company, and also analysis of competing products. Most often used sources of the internal information are the sales data, the financial reports and the analysis of marketing expenses. The analysis of sales is the least expensive and the most important source of the marketing information. It supposes comparison of actual and expected sales by territories, products, consumers and sales personnel or the analysis of transaction by sales method (personal contact, phone, the Internet), by sales volumes, types of consumers can be conducted. The analysis of the data about sales allows to receive the whole picture of the company efficiency and to find out ways to the solutions of the existing problems. The analysis of sales prepares on the basis of account documentation or computer system databases. By using of financial reports researchers can compare results of current and previous years versus average result within the branch. Next important instrument is the analysis of marketing expenses. These are expenses for sales, advertising, delivery and warehousing. They are necessary for analyzing of profitableness of certain customers, territories and product lines.

As a result of preliminary research hypotheses (a preliminary explanation of events or a situation) can be formulated. Not all marketing researches check specific hypotheses. However carefully developed research can win from working out of hypotheses before the beginning of information gathering and processing.

VIP Task Manager can be used as marketing/sales team management software that allows managing tasks within sales department, sales information gathering and analyzing. VIP Task Manager is client-server Windows-based product intended for workgroup task planning, delegating, tracking, reporting and team collaboration. It allows managing small projects, processes, data, documents and so on. As marketing and sales management software VIP Task Manager allows team members to:

  • Access same database simultaneously via LAN or/and Internet;
  • Plan sales volumes according to clients, territories, products, sales manager etc.;
  • Delegate tasks to employees;
  • Track sales ;
  • Report sales;
  • Manage sales data, documents, requests, calls, files etc.;
  • Analyze sales performance with a help of printable reports and various charts;
  • Use Task Tree view to plan small projects;
  • Customize task attributes and workflows according to company needs;
  • Use Task List and Scheduler (Calendar) modes to view what tasks, when and in what order should be done;
  • Keep everyone aware with a help of instant automatic e-mail and in-system notifications;
  • Manage access rights to secure confidentiality;
  • Collaborate in real-time mode;
  • Share files and links;
  • Export/import data;
  • Customize user-friendly interface;

VIP Task Manager is proper easy-to-use software instrument and collaboration suit which will help you to organize and control your Marketing/Sales department.

Read also a new article about process management - Process of Marketing Research and Process scheduling software

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All Travel Checklists

new CentriQS -15% OFF
Business management software
for small & midsize enterprises

Play Demo

VIP Task Manager
Task management software
for teams & small offices
Play Demo / Download

 
 
 
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