ANALEC ClientManager vs Nano Sales Manager

ANALEC ClientManager empowers a global investment bank's brokerage business to proactively manage its customer needs and intelligently allocate resources to boost profitability Empower your client service organization: A suite of integrated and easy to use client servicing tools that ensure each touch-point of the client servicing relation – calls, emails, meetings, roadshows, conference, research consumption, client feedback etc. – are not only captured but iteratively feeds the client service process. Boost client profitability: Helps your organization fight the classic 80:20 challenge, wherein 20% of your clients are responsible for 80% of your business. Helping to optimize your sales & trading footprint across your clients, on the basis of importance, priorities, and revenue generation potential. Actionable business intelligence: Versatile management reporting tools that are able to meet your regular but also bespoke reporting needs, without delay or tedium; improving quality of decision-making across the organization. Call List Management: Unified user interface to list your individual clients, their priorities, their service needs, and any pending tasks against any of them Individual client lists feeding activity into the Account Management structure to ensure all servicing activities is tracked at both the individual and account level without any manual process Active management of "To Do items" and related tasks, both that are assigned to other colleagues as well as assigned to the logged in user from the rest of the business Set minimum standards on service for individual clients (against specific logged in users) and have proactive alerts to ensure fulfillment Roadshow Management: Simple to use, intuitive workflow, and drag-n-drop capabilities to run and manage roadshow preparations Ensure the most appropriate clients (in terms of either priorities or interests) are targeted for specific roadshow invitations Seamlessly integrate Thomson Reuters’ buy-side portfolio holdings and contacts database to feed your roadshow invitation capabilities Generate itineraries; commit meetings in MS Outlook calendar; incorporate logistics planning; and capture client feedback (on meetings) all within easy reach.

Nano Sales Manager will help you to arrange the process of selling the products and services from the first meeting with a potential client to the turning him into a permanent customer. The Application will also demonstrate you the efficiency of this process by means of the sales funnel. There is also a desktop version of the app that is fully compatible with the mobile version. The application allows you to automate various business-processes of sales. In the most simple case these are the processes with a short cycle when a client found you by himself and wants to purchase your product or service. The only thing left for you to do is to create a sales order, add the necessary products therein, accept the payment, give the products to the client and set the "Completed" status of the order. The application has all the necessary tools for this. The sales with long cycle are automated by means of the "Projects" module. The project stores complete history of your negotiations with client and passes a number of stages when developed. For example, the stages may include "Introduction", "Presentation", "Commercial offer", "Contract is signed", and "Sold". The sales funnel visually demonstrates you the number of projects being at different stages. By means of Nano Sales Manager you may arrange the customized sales as well. Issue the invoices for the products not available in stock and estimate the products requirement in the "Purchases" module. Upon receipt of the products from the suppliers you forward them according to already made sales orders to your clients. Other options of the application: - Keeping the product catalog with the photos. - Tracing the stock on hand taking into account the reserves and the income estimates. - Estimation of the products requirement taking into account the minimum and maximum provisions, the level of re-order and purchasing rate. - Clustering the clients according to the credit status, types of prices, types of discounts, ABC-class, fields of activities. - Controlling the amount of the maximum credit on products for every client. - Tracing the debtors and creditors. - Creation of the sales orders, printing and sending the invoices and delivery notes to email. - Controlling the profitability of each transaction and each product. - Working with the suppliers with the help of the "Purchases" module. - Accounting of monetary transactions in terms of invoices, transactions, and categories of incomes and expenditures. - Adjustment of taxes. - Reports on sales, purchases, finances and stock. - Import and export of data from your favorite electronic table - Work with local data base - even without Internet!