MANAGE YOUR PROSPECTS & SALES

Improve sales by creating estimates (trades), and tracking leads, prospect status, product &/or resource sales.

ALL LEADS IN ONE PLACE

Manage your pipeline and assign leads to team members. Improve sales tracking and allow sales people to pro-actively contact leads, schedule appointments, etc giving you more confidence in closing deals.

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CREATE ESTIMATES (FOR TRADES)

RAVEN has a built in "quote" or "estimate" function, allowing you to quickly and easily create an estimate for a lead, with time and materials or fixed cost. Schedule an appointment for the estimate once the lead is captured, and assign a team member to conduct the visit.

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CONFIDENCE IN PRODUCT & STOCK LEVELS

Check product/stock levels and availability of resources, so you can be confident in delivering what you promise to your customers, on time, on budget and on specification!

(Our Stock Control module also allows minimum order volumes to be set for ordering and batch processing.)

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Real Business Benefits

Convert more of your leads to sales, and improve the experience for prospects.

Measure what matters!

Improve your chances of success by taking control of all your leads, opportunities, prospects and sales.

Complete management of your sales pipeline with a single solution - all your data is in one place and synced at all times.

Gain more visibility of your sales process, and improve conversion, whilst delivering a great experience for your prospects.

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Nurture & convert more of your prospects

See the total value of opportunities in your pipeline & prioritise them effectively

Ensure job pricing is more accurate and improve profitability

Easy invoicing (links to your accounting system)

Deliver what you promise with available stock, materials and resources

SALES STAGES

Prospect Status

You will have a complete picture of your sales data. You can see what stages deals are in, and assign sales deals to be worked on. The built-in CRM system allows you to track appointments and follow-ups, and also integrates with MailChimp for marketing campaigns.

Leads in Pipeline

Meeting/Discussion

Proposal/Estimate

Decision - Successful

89%

ALL LEADS IN ONE PLACE

All team members can access prospect information in real time, from anywhere, because it is cloud based.
RAVEN is a unique tool that helps you manage your chances of success, and take the strain out of tracking all of your sales opportunities, prospects & stock levels.

MANAGE ESTIMATES & PROFITABILITY

Create estimates with itemised time and materials in order to ensure accurate job pricing, and that nothing is left off. Choose whether to send the customer an estimate with time & materials split out or just a total price.
And if the sale goes ahead, track the actual cost against this to manage the profitability of the job!

MANAGE PRODUCT/STOCK LEVELS

Making sure you have what you need, when you need it, in order to meet (or exceed) customer expectations is made easier when you can check inventory and availability throughout the sales process.

Top Tip:

Track the source of your leads, to give you visibility of which marketing strategies are working best for you!