For the sales head
Keep every enquiry moving and every quotation honest.
As sales head you answer for the pipeline, the team and the margin. HelioLattice shows you who has which enquiry, which follow-ups are overdue, which quotations await your approval and which sources actually convert.
What does the sales head get? Bulk assignment, follow-up and ageing visibility, an approval queue for quotations, sales scorecards and source and funnel reports, scoped to the team you manage.
- Sales headNew enquiries to assignBulk assign to executives
- TeamFollow-ups overdueBy executive
- Sales headQuotations awaiting approvalCosting visible to approvers
- Sales headPartner leads under reviewDuplicate check
A day as the sales head
From assignment to approval.
Assign
New enquiries and imported lists are assigned to executives in bulk, with a manager set for each list.
Chase
See overdue follow-ups and lead ageing by executive, and request an internal follow-up from a colleague when needed.
Approve
Review quotations in the approval queue with costing visible, then approve or reject with a reason.
Learn
Read funnel, scorecard, source and lost-and-cold reports to coach the team and cut weak sources.
What the sales head sees
Manage the team, not the spreadsheet.
Pipeline control
Assign, reassign and manage enquiries by person, role or list.
- Bulk assignment
- Managed by person or role
Follow-up discipline
Call outcomes, next follow-up dates and internal follow-up requests keep enquiries alive.
- Call logging
- Request and response
Quotation approval
One queue of pending quotations with margins visible to you.
- Submit, approve, reject
- Revision history
Partner leads
Review partner submissions, catch duplicates and convert good leads.
- Duplicate check
- Convert to enquiry
Performance reports
Sales performance, scorecards, source performance and funnel reports.
- Lead ageing
- Lost and cold
Team-scoped data
See your team's records without seeing other departments' work.
- Managed scope
- Role-based reports
Questions
Common questions.
Can I see only my own team's enquiries?
Can I approve quotations from one place?
Can I see which sources convert?
See your team's pipeline in one queue.
Bring your current enquiry list and we will assign and follow it up in the demo.