Category Archives: Feature Updates

Using the sales pipeline report for key performance indicators

Conventionally, sales performance is measured by the value of orders closed. Sales persons are assigned targets, and their incentives are based on their ability to meet these targets. However, merely meeting targets does not ensure consistency of sales performance, effective utilization of sales resources, accurate target assignments, or effective sales conversions. This article shows how […]

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Feature Changes: Workspace dashboard menu with Activity List and Pipeline

On2Biz facilities have been divided into two sections: Workspace – where the user manages and reports activities and processes Reports – where the user analyzes performance through various types of reports Each of these sections have the corresponding menu, which acts like a dashboard for quick access to the facilities in the section. We review […]

Also posted in Development Progress, Sales Activity Manager | Leave a comment

Customer / Partner Relationship Management facilities in On2Biz

On2Biz relationship management module provides facilities for managing relationships with companies, including customers, distributors or any other type of relationship. The objective of this modules is to ensure that we are prioritizing our activity across our entire database of companies. Usually activity gets prioritized based on immediate need. However, with the relationship management module, You […]

Also posted in CRM, Relationship Manager | Leave a comment