Tour Front Office Box

We used to capture Sales Reviews on a whiteboard and carry the information around in spreadsheets and paper notes. We never had all the information we needed it, when we needed it.

We built FOB so we could manage our pipeline with maximum effect and minimum effort, and it works. It’s not rocket science, just sales management best practice in software. Here’s how we do it.

Our Prospect List

With a list of Sales Opportunities in a Pipeline ordered by Close Date, showing %Probability and Weighted Forecast, with Colour Coding we’re always on top of the status of every deal.

The closer to the top of the list the more focus, because that’s next to close. Our unique approach to planning and colour coding tells me where I can relax, and where I need to get involved. If the deal isn’t green I need to get to work.

Our Sales Plan

For each deal there’s a Sales Plan with Opportunity details, Milestones, Actions, Task Assignments, Documents and Correspondence. This is where I keep everything to do with this particular project. I don’t need to go hunting for documents or notes.

It’s all here, on one page.

Our Customer Relationship

When the buyer calls my Customer Relationship is right here with Addresses, People, Actions, Assignments, Documents and Correspondence – all on one page. I don’t need to go hunting for information.

My whole team is on this page when we need to respond to customers.

Our Plans in a Timeline

Every business needs to keep a plan of what needs to get done, when and who’s scheduled to do it. Our schedule is shown in a Timeline of Tasks with Opportunities and Customers Past Due, Today, This Week, This Month, Next Month Selectable by Individuals or Everybody. We can all know what the business needs to be done.

It’s all here, on one page.

Email drives our business

We can Assign Incoming Emails to Existing Companies, Plans, Actions or Create New.

This way we keep the business going in the right direction with the smoothest workflow.

Calendar Integration

Sometimes we forget to login to our FOB but that doesn’t stop the schedule. We Publish our Schedule of Actions to Calendars, and get Notifications via Email.

Everyday at 5.00am I get an email with a list of my schedule for the day.

Your Front Office Box

You can get started with your own Sales Pipeline Management today.

Click here to Register for Your Account and get professional tools to help you stay in control of those deals while you get on with closing them.