Wisenet Sales allows your business to more effectively nurture sales relationships. This is designed to:
- Simplify sales contact and opportunity management
- Allow logbook activity tracking of all interactions with a sales contact
- Improve transparency of sales progress
- Integrate directly into the rest of LRM
Accessing the Sales section
The Sales Section has been designed to extend functionality for customers with full and partial administrative access that have full LRM.
Two additional access roles have been added to allow the restriction of access to ONLY the Sales Section. They are Sales, and Sales Manager and can be setup in the Portal by the Portal Admin.
Learn More? How to Set Up User Access
Both Sales and Sales Manager will have access to:
- Sales Dashboard
- Sales Contacts
The difference between the two roles are:
- Sales Manager role is designed to View, Add and Edit ALL SALES RECORD.
- Sales role is designed to View and Edit OWN SALES RECORD ONLY.
Learn More: User Access Roles
There are a number of Sales Dropdowns that can be edited and customised by Owners, Admins and Sales Admins.
We recommend all customers review their Opportunity Dropdowns, especially Opportunity Stage.
Email templates can be configured for the Sales Contact section.
Learn More? How To Create and Edit an Email Template
The Wisenet Sales section is designed to manage the Enquiry and Opportunity stage of the sales lifecycle. With insight into both the current and historical Sales activities on your Sales Dashboard, managing Enquiries through Sales is not only made easier, but it also allows you to focus on stand alone sales activities without interacting with other LRM sections.
You can set up Sales Contacts and Sales Opportunity at the Enquiry stage.
A Sales Contact is any person that your company markets, sells or partners with. They are the record in which sales activities are logged against whether it is a logbook or an Opportunity.
You have full visibility of all your Sales Contacts with the option to categorise by:
- Workplace Contact
- Agent Contact
Each Sales Contact requires a unique email address to prevent adding duplicates and simplify contact management with online enquiries. You will be alerted when adding a Contact with an existing email address.
When viewing a Sales Contact, you will also see any linked Opportunities and/or Logbook Activities.
The Logbook section in Sales allows you to add, view and edit:
- File Notes
- Tasks, and
- Email Messages
Activities to the Sales Logbook can also be created when you are adding a Sales Contact by clicking on the Add Activity button.
Learn More? Logbook
The Sales functionality in Wisenet will help track business leads for your organisation through recording Opportunities.
Opportunities are recorded against Sales Contacts where the following information about a potential sale is recorded:
- Opportunity Source
- Opportunity Stage
- Opportunity Type
- Close Lost Reason
- Sales Contact Stage
Under the Sales Tab, you’ll find Opportunities on the left navigation bar. On the Opportunity Board, you can:
- Add New Opportunity
- Search Opportunities
- Filter by Owner
- Filter by Open or Close
- Drag and Drop an Opportunity in their new respective Stage
Learn More? Opportunities
This allows you to link a Workplace Contact to a Workplace, an Agent Contact to an Agent, and a Sales Contact of type Learner to Learner Record.
NOTE: Linking Learners is only available for user of full LRM with Non Sales role access.
UTM codes are snippets of text added to the end of a URL to help you track where website traffic comes from if users click a link to this URL. Marketers can customize this text to match the webpage this URL is linked on, allowing them to attribute the success of that campaign to specific pieces of content.
Wisenet Sales+ provides you with these high-level sources of traffic, but this tool also helps you drill down into specific pages and posts within these traffic sources.
Application Management allows providers to more specifically track the application process. This allows separation between confirmed enrolments and those that are still open or rejected applications, therefore eliminating the need to create an Enrolment for an Enquiry or Application. You will instead create an Application that will need to be Accepted or Rejected.
Once an Application Status is set to Accepted, it will then become visible as an Enrolment. This also allows us to simplify Online Applications directly into a Course Offer.
LEARN MORE: Education Sales Management