Manage Sales

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Relationship Capital Management - Relationship Capital Management describes a class of business solutions and software applications and services which help individuals and organizations to identify, manage and leverage their network of business and professional relationships as assets. Typical users of these systems include individuals involved with client facing activity such as business leaders, sales, marketing, business development and service personnel.

Custodian bank - ... financial institution responsible for safeguarding a firm's or individual's financial assets. The role of a custodian in such a case would be the following: to hold in safekeeping assets such as equities and bonds, arrange settlement of any purchases and sales of such securities, collect information on and income from such assets (dividends in the case of equities and interest in the case of bonds), provide information on the underlying companies and their annual general meetings, manage cash transactions, perform foreign exchange transactions where required and provide regular reporting on all their activities to their clients.

Sales tunnel - Sales tunnel (also called a Sales Funnel to emphasise the volumetric changes in deals) is the way that both direct sales persons and CRM systems visualise the sales process of a company. The structure may start at various process steps (e.

Sales process - A sales process is a systematic methodology for performing product or service sales. The reasons for having a sales process include seller and buyer risk management, achieving standardized customer interaction in sales and scalable revenue generation.

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