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Sales Planning & Management

A budgeting, planning & forecasting application designed by OverDrive Solutions.
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The Sales Planning & Management software will help you maximize your revenue opportunities by preventing lost sales and identifying new sales opportunities. This product will guide you through the sales plan creation process, and help you create a plan that bridges the gap between your company’s strategy and the tactics you use to achieve your company objectives.

This product allows you to create an unlimited number of concurrent budgets and sales plans. All changes to sales plans are logged by date and user. The powerful analysis tools in this software will allow you to proactively detect trends and variances. The exception management functions allow you to identify and focus on your sales priorities. Furthermore, exception filters (setup by you) help you uncover potential problems before it’s too late to manage them. Powerful drill-downs and views make it easy to determine the root causes of potential problems and put you on the right path to make corrections. The match-maker feature will search to find potential product relationships that your sales team may be unaware of.

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