An integrated system for optimizing sales performance by providing sales representatives and managers of an organization a computer system and information to execute best sales strategies, comprising:
- a) a cloud-based storage device storing a computer system and an organization's database, including said organization's information database and prospect database, accessible from a sales representative's (sales rep's) electronic device;
- b) one or more communication devices enabling the sales rep to communicate with a prospect;
- c) one or more application servers hosting web-enabled applications with which the system synchronizes data, including web-enabled customer relationship management (CRM) systems;
- d) a memory system having instructions which, when executed, cause the system to perform multiple programs assisting the sales rep with relevant verbal and digital communications with the prospect, and tracking, recording, reporting information throughout the sales cycle for each prospect and sales rep;
- e) said programs tracking the prospect's digital behavior and adding such behavior to a prospect record;
- f) said programs enabling a search of the organization's database by the sales rep for relevant talking points;
- g) said programs sending pre-scripted or personalized emails and other pertinent information to the prospect;
- h) said programs tracking and timing each activity in a sales process, beginning with a sales rep's call preparation and all subsequent activities between the sales rep and prospect and adding such activity to the prospect record;
- i) said programs aggregating all prospect behavior and sales rep activities and creating a story-so-far;
- j) said programs filtering views of such story-so-far based on criteria selected by the sales rep or a sales manager;
- k) said programs accumulating and summarizing analytical data for each prospect and sales rep's activities from the initiation of contact to close of sale;
- l) said programs graphically displaying said analytical data for sales managers enabling them to monitor, analyze and improve their sales processes.