Step 1 of 12 8% Business software quiz Take the business software quiz to see what kind of software solution will be a good fit for your business What is your business name? How many sales people are in your team?Please enter a number greater than or equal to 1. What sales challenges are you facing? Check any that apply: We have no sales management systems in place Our current system is not a good fit We don't know which customers to contact or how often We cannot track stock movement Quotes and invoices have to be created manually We cannot track lead conversions We cannot monitor task and project progress Something else Does your team need to plan daily, weekly and monthly customer visits? Yes No Does your team need to keep a record of customer interactions (meetings, deals, calls)? Yes No Does your team need to classify customers based on contact or purchasing frequency? Yes No Which of these pain points best describe your sales team? Check any that apply: Inconsistent follow ups with prospects and clients Our team cannot track the progress of projects and tasks Reps cannot see available stock when capturing quotes or orders Excess time spent on manual quotes and invoices None of the above Great answers so far! What is your name? Which of these are most important for you and your team to track? Check any that apply: Customer satisfaction Tasks or project completion status Sales activity and KPI's Stock movement Quote to Invoice conversions Something else Do you and your team need access to live activity reports? Yes No Do you need the ability to build custom reports with your teams data? Yes No What type of information is most important for you and your team? Check any that apply: Insight into team's activities Insight into deals and client spending Customer communication history Centralised customer database Something else Which of these features would optimise your team's day? Check any that apply: Displaying client dispersion on a map; daily planning and lead canvassing Ability to assign tasks and meetings to other reps Email and calendar integration Automated and on-demand reporting Something else Which sector in your business could be improved? Check any that apply: Customer management Project and task management Lead management Stock management Generate quotations and invoices Something else HiddenScoreYour Results Based on your answers, we think your organisation needs a sales management platform (CRM) Saleboat provides significant benefits to any team size by optimising sales efforts and maximising the productivity of sales representatives. Saleboat alleviates the admin burden so that you can focus on nurturing your customers and closing more deals. Other Options include: Salesforce Microsoft Dynamics 365 Hubspot CRM Pipedrive Skynamo Your Results Based on your answers, we think your organisation needs an ERP Your organisation has a lot of moving parts, which calls for a comprehensive system approach to cover multiple business aspects such as accounting, sales, inventory, and other operations in order to reap maximum benefits. Options include: Syspro SAP Microsoft Dynamics Salesforce Skynamo Your Results Based on your answers, we think your organisation needs an accounting platform Your business simply requires a means to monitor all regular financial transactions. A cloud-based accounting platform could be the most suitable option for your current requirements. Options include: Xero Quickbooks Sage One Your Results Based on your answers, we think your organisation needs a project management solution Your business needs to monitor the ongoing progress of projects across various disciplines. Utilising project management tools could be beneficial for this goal. Options include: Jira Trello Monday.com Asana Email address. Have the results of this quiz emailed to you (optional) Phone number. If you would like to be contacted by a consultantCommentsThis field is for validation purposes and should be left unchanged.
