ETPLCloudSon

Sales and Marketing

Leads, Pipeline and Activities

Every prospect, every conversation, every next step. Prospects enter as leads, move through a pipeline by stage, and are worked with calls, visits and meetings that are planned and logged. Follow-ups are owned and visible, so nothing waits without someone knowing.

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CloudSon · Sales Pipeline
A real screen from CloudSon, shown with demonstration data.

In detail

See it working

Screens from CloudSon, shown with demonstration data.

The sales executive’s dashboard

Revenue, room nights, targets and performance for each executive in one view.

CloudSon · Sales Executive Dashboard
Sales Executive Dashboard with revenue, room nights, ARR and target achievement tiles, an executive performance table, a revenue trend and target-versus-forecast figures.

The problem

What goes wrong without it

  • Leads kept in personal notebooks and lost when a person leaves.
  • No view of where a deal stands or what happens next.
  • Follow-ups forgotten until the prospect has booked elsewhere.

The result

What changes with CloudSon

  • A pipeline that survives staff changes.
  • Follow-ups with an owner and a date.
  • Management sees every opportunity, not just the wins.

Key features

What it does, in detail

What the labels mean:Available built and working in the productExpanding the core is built and more is being addedOn the roadmap coming next

  • Lead Management

    Capture and qualify leads from enquiries, campaigns and prospecting, and convert them to accounts and opportunities.

    Available

  • Sales Pipeline

    Opportunities by stage on one board, moved by drag or by choice, with value and probability.

    Available

  • Sales Activities

    Plan and log calls, visits, meetings, site inspections and sales blitzes on a sales calendar.

    Available

  • Sales Follow-Up

    My, team and overdue tasks, with a follow-up workbench that shows what is due and who owes it.

    Available

  • Business Development Management

    Opportunities, RFPs and tenders, and proposals with versions, comparison and approval levels.

    Available

Workflow

How the work flows

The path a piece of work takes through this part of CloudSon.

  1. 1

    Capture

    A lead enters from any source.

  2. 2

    Qualify

    The team scores it and plans the first call or visit.

  3. 3

    Propose

    A proposal is prepared and approved.

  4. 4

    Win

    The deal closes and the account is set up with its rates.

Integrates with other CloudSon modules

Sales and Marketing

Accounts, Travel Agents and Contracts

Corporate and agent business on agreed terms, loaded once.

Sales and Marketing

Targets, Forecasting and Performance

Set the number, watch the pace, reward the result.

See Leads, Pipeline and Activities in a personalised demo

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