TekStack’s Customer Relationship Management (CRM) software is known as TekStack Sales. This solution provides everything your sellers need to build a pipeline, delight and engage buyers, and manage opportunities. Included in the Sales solution is outbound sequencing, a robust prospecting tool.

Why TekStack Sales?

TekStack Sales helps you create a set of activities automatically and ensure your sales team members are completing their tasks. Track your progress against set goals to monitor how you are doing and to see where you can improve your success.

Use integrated outbound sequencing tools to be more effective and cost-efficient in finding specific high-quality leads and building a solid database of prospects. It automates your efforts to connect with hundreds of researched contacts to narrow and focus on those who respond positively to your messages. Improve your win rate by focusing on segments where you are most successful.

Integrate both marketing automation and outbound sequences to build your funnel.

What does it do?

• Build customized sequences targeting any market you desire. Add contacts to these sequences either in the sequence itself, or from the contacts in the account.
• See all the activities due that were generated by sequences you started. You can control sequences as a whole or by participant, starting and stopping as needed. See Build a Sequence and Edit Sequence Settings.
• A list of participants in sequences shows you what sequence stage they are in, what the date of the last action was, the account name, and what the next activity is.
• Build customized email templates to use over and over again for specific markets,
• Review your dashboards for sales activity trends such opportunities, open and closed, won and lost, sequences and sequence participants, prioritized accounts, engaged prospects and more.
• Set up products and bundles that renew automatically.
• Set up services and fixed price products such as licenses, and maintenance contracts.
• Set up price lists for different currencies and special offers.
• Classify products and assign to families for later cost-benefit analysis.
• Customize reasons for purchase decisions, customer disqualification, and customer nurture and re-prospect.
• Customize the industries of your accounts.
• Customize key account relationships and connection roles for stakeholders.
• Set up renewal schedules and notifications.
• Set up new opportunities with a business process flow that guides your sellers to:
  • qualify prospects
  • identify stakeholders on the deal and add competitors
  • add products and pricing
  • analyze the velocity of the sale process
  • capture notes, conversations, and documents using Microsoft apps such as Teams, SharePoint and OneNote that you’re familiar with
• Win opportunities, close lost opportunities while retaining prospect information and categorize as re-prospect with possibility for future business.
• Review open opportunities, upcoming and overdue renewals.
• Generate and automatically send invoices to customers. (This comes with the Revenue solution only.)
• Set up accounts with detailed records and stages that are automatically progressed based on activity and engagement scoring with account contacts.
• Add contacts to accounts with personal information as well as billing contacts with different addresses. Add contacts to outbound sequences. Capture detailed information about contact engagement in a timeline that includes email, appointments, phone calls and tasks.

What you’ll see

In the Sales area of TekStack, the left navigation pane gives you access to three important sets of functionality: My Work, Sales, and Customers.

My Work

My Daily Look shows different dashboards in the following views.

Activities shows you lists of your work items. This is where you’ll start your day. Here are some different views.

Sales

Under Sales you will see your lists of Opportunities and Competitors. This gives you quick access to all the business you are conducting currently, as well as many other options to keep you informed about how that business is progressing.

• Opportunities

Here are some of the views you’ll see.

• Competitors

Here are some of the views you’ll see.

Customers

Under Customers, you will see your database of accounts and contacts. This is integrated across all the areas of TekStack.

Learn more about the Customers section of the TekStack apps in Understand TekStack Navigation – Overview.