Understanding Front Office Box

Have you read Reengineering Sales Management? If so you’ll understand why the traditional approach to selling and sales management doesn’t work so well anymore.

Our software is different, and for very good reasons. You can use it for free, but to make the most of it, you’ll need to understand both the differences, and the reasons.

Please don’t make the mistake of thinking FOB is a CRM system. It isn’t, although for the right business it will do an excellent job helping you manage customer relationships.

Please don’t make the mistake of thinking FOB is a sales tracking system. It isn’t, although for the smaller business it will do that very well.

And please don’t make the mistake of thinking FOB is corporate business software, with chinese walls, reports, graphs and alerts. It isn’t, although it will do an excellent job helping small businesses organise opportunities, resources and schedules.

Well, if it isn’t any of those applications, what is it? FOB is small business management software. It’s about planning and scheduling and sharing and staying on top of who is doing what, and when.

Smaller businesses don’t need, and won’t use, that complicated business software designed for organisations with rules and departmental silos. They don’t need systems which get in the way of getting stuff done. They need systems which help them organise and manage, to get where they want to go.

That’s what Front Office Box does.

We built it to offer capability to as many businesses as possible, with records and processes which are generic to any business – companies and people to do business with, project plans for sales, and customer service, and anything else you want to do, and schedules for people.

The opportunity for you here is the design of the software will let you do virtually anything you want to. The downside is if you don’t know how you want your business to work Front Office Box won’t tell you how to do it.

That means you have to put in some effort – understanding how you want your business to work, and finding out which of the many FOB functions will help it do that. There’s plenty of guidance for you with our video demonstrations and Getting Started Guide.

The central function of FOB is sales pipeline management. If you want to use this for simple prospect/customer records and lists of sales opportunities you can do that. Even at the simplest level, this will do a better job for you than spreadsheets and email contact files.

But when you use Sales Probability Process Management, FOB really shines, with weighted probability values calculated automatically and colour coded for easy identification of projects needing your attention.