Sell More With A Standardized Sales System

Boost your results by using a standardized Sales System. Define a clear sales pipeline and the actions required to move deals along while improving the efficiency of your sales staff. Platformax has everything you need to operate a KPI driven sales system and train new staff properly.


Sales pipeline management

What is your sales forecast?

Business opportunities develop in pre-defined stages (the first contact, negotiation, deal, initial order, etc), and these activities make up your sales pipeline. Customize your sales pipeline to suite your company (learn how).

The Platformax sales forecast report allows you to predict future sales accurately.

Sales opportunities

Get the most out of your sales opportunities

Sales opportunities arise whenever a potential customer expresses interest in your product or service. Following the normal course of the sales process, sales opportunities move through the various stages (eg. the first contact, offer, order, etc.).
If a business opportunity doesn’t lead to a successful close, our reports will help you figure out exactly what went wrong and what you can do to make the sale next time. Click here and see how to work with opportunities.


Task management

Chores and tasks

Plan calls, meetings, lunches and other tasks to make sure you never forget anything on your to-do list. Relate tasks to sales opportunities, set reminders (email, SMS, in-app) and make sure your opportunities get the attention they need and don’t get overlooked. Click here to see how to plan activities in Platformax


Meetings management

Plan meetings and review your calendar as needed, on a daily, weekly or monthly basis. Relate meetings to sales opportunities and set email, SMS or in-app reminders.


Review your activities in the calendar

View and organize tasks and appointments. Share calendars with colleagues and sync with Google Calendar to sync your meetings with your mobile device.




An automated and efficient prospecting solution

Everything you need to effectively execute prospecting or lead generation campaigns and track their performance. Built-in tools allow your sales reps to process more calls or send more emails in less time.

Our prospecting solution is seamlessly integrated with VoIP telephony, which tracks calls statistics in real-time, with an automatic dialer that helps your reps make more calls.

More about Platformax prospecting


Smart filters for segmentation

Process your customers based on segments

Your contacts can be filtered into different segments (eg. Bay Area Companies, contacts we haven’t contacted in the last 6 months, companies with more than 50 employees) and then systematically processed them via email or phone using various email templates and call scenarios.


Successful opportunities report using data collected.

Identify successful sources of sales and most productive  team members. Track new opportunities in the processing stage and plan your company’s operations accordingly.

Plan your future sales activities based on the performance of past opportunities.

Easily identify the source of successful sales opportunities or recognize the most successful sales team member. Keep track of your sales opportunities in different stages and keep your pipeline clean.


Order management / Workflow

Process your customers’ orders

Structure your team workflow. Define how you deliver an order to a customer into steps, from “order placed” to “order delivered”. Assign responsibilities and tasks to specific people, so everyone knows exactly what they’re supposed to.




Failed opportunities report

See all of the reasons for not closing the deal and pivot your future sales approach to take advantage of that information. Click here to learn more about Opportunity fail reasons.


Track sales by product or product categories

Track purchasing behavior and analyze your sales performance by product categories.


Would you like to organize an effective sales process and after-sales support?

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