Having an intuitive sales reporting system is crucial to the success of any small or medium sized enterprise, bringing greater efficiency and flexibility.
Having an intuitive sales reporting system is crucial to the success of any small or medium sized enterprise, bringing greater efficiency and flexibility. Tera-Asper is a firm specializing in the development and implementation of enterprise software in a variety of fields. Facing requests from a wide variety of customers with differing needs, Tera-Asper needed a way to ensure consistency and quality throughout its teams’ reporting. “What’s important is to have a methodical and organized reporting system. Without quality organization reports are useless to the team.”
One Solution, Every Platform
Vis-a-Vis has been designed from the bottom-up to meet these needs. By giving sales managers easy customization over report format, allowing the creation of highly specific and highly standardized reports, Vis-a-Vis takes the frustration and guess work out of legacy systems. A discussion system within reports brings the entire team into the action, allowing superior coordination.
Native applications for Android and iOS make using Vis-a-Vis a breeze from phone, tablet, or computer – it’s where you need it when you need it. “Sales can use Vis-a-Vis through smartphone or tablet, making it convenient to stay up to date and respond to their progress. Vis-a-Vis also has a forwarding function and discussion areas which helps logistics personnel receive vital information immediately.” Chairman Li added.
Teamwork Brings Success
“I’m happy that my supervisor can comment directly on my reports, which really improves the learning curve.” said Ms. Lin of Tera-Asper’s sales department. “Using Vis-a-Vis, the entire staff can stay up-to-date on our latest deals as well as weekly and monthly reports.
We use the indicators to sort our reports into useful classifications like ‘budgets’, ‘competitors’, ‘proposals’, etc. If I miss something my supervisors can easily remind me through Vis-a-Vis.” She also praised Vis-a-Vis as a valuable training tool. “After using Vis-a-Vis our newest sales team member quickly understood our entire selling process.”
Denny states frankly that since their team is split up into different locations, a great deal of thought must be put into managing both sides as a whole. Previously, only Outlook was used to manage internal documents, reports and sales files, but Outlook can only assign tasks in a top down direction, and leaves no room for internal communications or input from other members of the team. And following the growth of the company, the number of employees on each side of the straits also increased. Outlook was no longer enough, the company now needed an effective and systematic management tool to improve both vertical and horizontal communication within the company, and also effectively track the progress of each task.
With every update instantly uploaded into the cloud, everyone stays on the same page. Managers have immediate access to information like the number of calls received or problems that have arisen, allowing them to more efficiently direct their resources. “As records are being updated constantly into Vis-a-Vis it’s easy to keep abreast of new developments or problems.
“We had to make a change to improve our organization. If we had stuck with our old ways we wouldn’t be able to move forward. In the social media world not moving equals degeneration.”
Through Vis-a-Vis, our sales and managers can all immediately know how many new cases they have on their hands, which cases are in progress, and which cases require a response from the original manufacturer or approval of a discount. Members of our sales team can better understand their goal and clarify the needs of customers while drafting their reports. The cloud capabilities also allow them to search for the status of any previous cases for items such as: customer order quantity, price, special requests and etc.