SalesTrack Workflow and Navigation

The sales process in Vertafore Agency SalesTrack can help you close more sales and achieve higher customer satisfaction. You can achieve more consistent sales interactions by following the sales process as it takes you through each stage, from creating a lead to closing the sale. You also end up with a more complete history, which you can refer to later on if you plan to work with your customer again in the future, or if your customer needs support.

Your sales process begins with a lead—someone who is interested in the products or services you provide. Your leads might be automatically generated by your own marketing, or they might come from other sources, such as website opt-in pages, email queries, or business cards you gather at trade shows.


SalesTrack Workflow

The sales workflow begins as soon as you identify a lead with a potential business value. You can enter a lead in SalesTrack and process them through the following workflow:


Once you have a Lead ensure, they are entered in SalesTrack so you can track their progress.

After you’ve determined that your lead is interested in your solution and has the appropriate purchasing power, qualify your lead. Qualifying a lead in SalesTrack converts it to an opportunity. For more information see the help topic Work with Leads.


Once you have converted a lead into an opportunity, you develop the opportunity. As in, you identify stakeholders, competitors, and sales team members and come up with a proposed solution. For more information see the help topic Work with Opportunities.


Once you have reviewed your customer’s needs and put together a detailed map of their needs, you make a proposal. This proposal meets their requirements, both coverage and cost wise and its then time to present your proposal to your potential customer. For more information see the help topic Work with Opportunities.


Did your opportunity accept or reject your proposal? At this stage you need to close your opportunity as won or lost. This can include filling orders, preparing invoices, and sending follow-up messages, depending on how your organization handles the end game. For more information see the help topic Close an Opportunity.






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