Projects Introduction

Projects Introduction


Projects management allows you to plan, and keep track of the sales in your EEXAR account. This includes planning the sales meetings, preparing your content, inviting your clients etc. In EEXAR, projects management helps you to plan, execute and monitor sales in an organized way. You can do the following:

  • Create projects
  • Open, close and re-open projects
  • Invite Users as Attendees or Presenters
  • Access Web Session

Benefits

  • Planning sales meetings in advance.
  • Defining sales success metrics.
  • Building and testing sample sales meetings on a subset of customer and product data.
  • Tracking customer inquiries related directly to projects.
  • Tracking sales force closures related directly to projects.

Multi-session types

EEXAR provides you with the possibility to sell to your customers using different mediums, letting free choice on how you would like to interact during your sales meeting. It exists three of them: Web, Augmented Reality and Negotiation sessions, of course you can use all of them at the same time if your need fits, more about Session types.

Projects deep configuration

Each project can be configured to meet at best your business needs, choose whether users should input quantities, notes or express their interest. Configure deeply the rules applied to your business case, especially when it comes to guidelines on purchasing intentions (ex: MOQ, PCB, Volumes etc.), also need to give information to the users during the project? You can do so by setting Dynamic fields all along the project more here.

Real time interaction

Depending on the Session Types used during a project you will be able to invite Internal Users as being Presenters during projects. They will be able to interact in real time with customers to push them products and run the sales meeting, this role has been designed for Sales Representatives.

Built-in Email functionality

Without any email account configured, EEXAR sends emails to your prospects/clients to invite them to your project, more about Notifications.

Users permissions

Control the content visibility for each of your user group by setting their permissions according to your needs, more details here.

SEE ALSO
Session Types during Project

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