Author Archives: admin

Sales Cycle Time – a critical metric for measuring performance

In the previous post on sales performance analysis, we talked about how certain key performance indicators can be used to measure sales performance.
Now armed with some of the feedback from users of On2Biz and further validated by a great post by Lori Grant on Smart Lemming, there is a new sales metric on the On2Biz [...]

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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 the [...]

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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 [...]

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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 here, [...]

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Keeping It Simple is Not So Easy! (KISNOSE)

One of the biggest challenges in On2Biz development is to manage a complex set of features required for users to manage their business online, while keeping the interface as simple as possible. One of the gurus of Web application design, Luke Wroblewski describes in an article on UX Matters, a magazine for usability titled “The [...]

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Lead Management: What is a lead and how to qualify leads?

Brian Carroll, CEO of InTouch, Inc. and author of Lead Generation for the Complex Sale (McGraw-Hill 2006) maintains a blog for B2B Lead Generation. He is an expert in B2B marketing, lead generation and complex sales. He wrote an interesting article in the Target Magazine which talks about “What’s a Lead?”. In a post on [...]

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On2Biz virtual development team, thanks to open source

I recently met someone who sells Microsoft CRM to companies in the Middle East. When I demonstrated On2Biz to him, he was really impressed with how much we have achieved. But he raised one important question about On2Biz – how can you compete with the likes of Microsoft with their huge development team, marketing and [...]

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Why do you need a CRM or Sales Force Management System?

As individual sales persons, we are quite adept at managing our sales process. We have been doing pretty well without any “systems”. So why do we need one?
The simple answer: To grow your sales! You can drastically improve your sales performance. Not just tweak it, but take it to the next level!

Managing customer relationships is [...]

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