Selling Work
Maximise your sales
Managing your sales pipeline is key to ensuring a predictable flow of work, to keeping your resourcing under control and to hitting targets. Topsail provides the tools you need to keep your new business flowing and to manage the resources you need to deliver what you win.
Drive your sales meeting
- Use Topsail’s opportunity view to drive your sales meeting
- Provide real time data for all to see, even when the team are calling in from multiple places
- Nothing for your admin team to do – the sales pipeline is always live and ready for you to review
Predict revenue and margin
- Use expected project value and likelihood percentage to form an accurate picture of future revenue
- Use Topsail’s sophisticated planning tools to predict when revenue will hit your books
- Get a live gross margin estimate as you plan and refine your proposal
Resourcing
- Make provisional allocations so that colleagues know who’s pencilled in to potential future projects
- See the existing cost and commitments of all team members when you’re planning how you’ll staff up your pitch
- Create roles for staff you haven’t got yet to drive planning for the freelancers and staff you’re going to need
Seamless new win integration - no rekeying
- Transfer won proposals to active work at the click of a button
- “pencilled in” resources become firmly allocated
- Revenue and sales pipeline are updated to reflect the win
So much more than just selling work
You’re in business to do great work for your clients. But before you focus on their business, spend five minutes every day with Topsail and focus on our three simple steps to propel your own business forward.
Gather data; track performance; and action change with our innovative Professional Services Automation (PSA) software. So you can concentrate on what you do best – great work.
Book a demo today
See Topsail in action in under 3 mins
A rapid tour, including real screens. See how Topsail makes it easier to take better decisions now and in the future. Play the video below.
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A concise overview of how Topsail works, on the live system, in whatever time you have available, with one of our expert users. There’s no obligation.