Sales Management Portal

This is a conceptual design for a company’s sales pipeline database portal, at which sales staff enters clients’ information into pipeline by keeping logs of contacts and activities, opportunities and proposals, and eventually projects. The portal enables management to oversee works and track progresses, and in the meantime to interact with and provide guidance to sales staff timely. This portal should have a responsive design so it will adjust to diverse resolutions, making it easy for users to navigate the portal on their own devices. Sales management portal can perform a number of important functions, including: Sales management portal is designed to offer time-saving services: • Search: Allows users to staff find clients by names, either on complete or partial match. • A filter for browsing: can shorten list and separate prospects from current clients. • A sign-in form • Manager console: Managers can create user accounts, view and update entries, leave comments on entries, and send messages to staff, etc. • Pipeline reports: Managers should also be able to run various reports such as lists of prospects, reports of opportunities or proposals by dates, sales projections by month or by salesperson, project tracking, etc. To design and implement the Sales Management project is to build a software application in addition to its wide product offering, GSU Sales Management portal is designed to offer time-saving services