Sales Process Management

Sales Process Management

A cloud-based sales process management software for streamlining unique sales processes and maximizing sales team output. Get sales processes automated within days, ensure that sales agents are free from manual data input, each lead passes through specific stages down the sales funnel properly, and close more deals faster.

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Flexible sales process
to address your ever changing needs

At a high-level the sales funnel workflow describes selling a service or product and includes prospecting, initial contact, qualifying, needs assessment, sales pitch or product demo, proposal, handling objections, closing and follow up. At the same time, the sales process differs from company to company. Moreover, a well-established sales process can’t stay the same over time and have to be continuously improved in order to stay competitive.

Workflow management software by CMW Lab is designed to empower non-technical executives to automate the entire sales process — starting with the prospecting, and initial contact to proposal, handling objections and closing — with drag and drop simplicity. It ensures that all leads are tracked in a single system with complete tracing of the processing history. It also eliminates manual data entry and pressure from deadlines thanks to timely notifications, and enables central management of all related documents such as offers, contracts and the customer data.

Setup an automated sales funnel to transform the way the sales process is handled to improve customer journey and boost sales team productivity!

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The Best Business Process Management Software in 2023

CMW Platform is rated #1 BPM suite in 2023 to start your business automation.

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Key CMW Lab sales process management software features

Automated Sales Process

Have a new, automated sales process up and running within days, not months, and ensure your pipeline stays tight.

  • Visual process builder for easy process setup and maintenance
  • Any number of process steps, both sequential and parallel
  • Timely and accurate lead routing and notifications
  • Escalations based on inactivity and due dates
  • Full automation and elimination of error-prone spreadsheets/email process tracking
  • Service catalog with configurable KPI’s
sales process automation capabilities  Automated Sales Process

Sales Funnel Tracking and Reporting

Stop using Excel spreadsheets. Get full visibility and real-time control over the sales process.Enjoy both execution and control of task flows within a single web-based sales process management tool.

  • Transparency of lead processing flows
  • Tailor-made sales funnel tracking dashboards
  • Notifications and reporting
  • Support for mobile platforms: execute your workflows on-the-go
sales funnel tracking and reporting  Sales Funnel Tracking and Reporting

Team Communication and Collaboration

Improve your team performance thanks to a unified environment for the work group and built-in social collaboration tools.

  • Task and file commenting
  • Searchable discussions with reference to order
  • Document and knowledge sharing in work context
  • Ready-to-use contract approval process
  • Integration with MS Outlook, SharePoint and Active Directory
team communication and collaboration  Team Communication and Collaboration

Additional Extensions To Connect

Get a sales process management tool that fits all your business requirements and simplify your work by integrating CMW Platform with any API enabled web service.

  • OCR (Optical Character Recognition) services for scanning text documents and converting them into editable format
  • Automatic line matching services for capturing data from scanned documents and automatic form fields filling for further processing
  • eSignature services for proper signing digital documents
  • Financial management software by CMW Lab and 3rd-party alternatives
  • Outgoing email tracking services for attachment tracking, email open and click status
extended sales process  Additional Extensions To Connect

Powerful LOW-CODE Sales Process Management Software you were seeking. Risk-free trial!

What is a Sales Management Process?

It’s important to keep in mind that there are various processes in sales, such as sales planning process, sales forecasting process, lead onboarding and data entry management process, sales order management process, budgeting, performance review or evaluation etc.

Sales management process is an umbrella term which, in general, means the coordination of employees and resources for reaching the desired goals effectively. Diving into more details, an effective sales management process includes sales force development, and sales operations coordination, sales techniques implementation, and, doing so, ensure that a business constantly hits its sales targets. There are a number of common sales management methodologies and techniques, meanwhile, at the end of the day,each organization has unique sales management process steps on its way to success in the specific target market.

When diving into sales automation it is vital to take into account that both leads and clients increasingly require service/product providers to switch for digital communication and quicker services, and businesses can no longer wait to invest in business process automation. It’s time to start the ongoing digitalization process and make sure that technology you choose supports business innovation initiatives when being compatible with IT systems currently in use in a company.

In Cloud & On-premise

In Cloud & On-premise

CMW Lab® provides both on-premise and in Cloud deployment options. Besides, flexible transition between cloud-based workflow solution and on-premise one can be rolled out if needed. Deployment options

API and Integrations

API and Integrations

CMW Lab provides wide workflow integration capabilities.Take advantage of bidirectional integration scenarios, s support for both fine grained, and bulk export operations – all available through Web Services open API’s and built-in enterprise services. Integration capabilities

CMW Mobile Apps


Run your workflow seamlessly on your desktop computer, iOS and Android phone or tablet and enjoy fully consistent user experience.

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