Marketing and sales management

With sales and marketing software you can analyse a huge amount of data in order to maximise the effectiveness of your activities. Review your quoting history and closure rates, the reasons behind wins and losses, your star sales performers, most effective campaigns and your biggest-selling products – all within personalised dashboards and easily understood reports.

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See the ROI of your activities – and intelligently direct marketing spend because Clarity tracks the full customer journey, from initial touch-point right through to invoicing, you can see the value achieved by each separate marketing campaign and individual sales staff. So you can intelligently redirect marketing spend, reward high-performers and invest in targeted training.

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Generate visual reports of your performance perhaps you’d like a pie chart of a year’s sales to one company, broken down into product types? No problem. Or perhaps a bar chart comparing the sales performance of each sales person? Done. Simply filter the information you need and generate highly customisable and accessible reports.

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Analyse your wins and losses thanks to the information captured within Clarity, you’ll be able to understand the reasons behind your sales – and your missed opportunities. So you can keep doing the things that work and improve on strategies that have missed the mark.

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Make accurate forecasts and sales projections for any business looking to grow, being able to predict lead conversions is hugely beneficial. The data generated by Clarity’s sales management system helps you to evaluate trends and predict the amount of new sales you’ll get from leads.

Explore other modules

CRM

Keep track of all your contacts in one place – build lasting relationships

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Estimating and quoting

Win more business and protect your profits with fast, accurate quotes

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Invoicing and reporting

Create automatic invoices and keep an eye on the health of your business

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Marketing and sales management

Track the performance of your campaigns and make more sales

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Production management

Increase the productivity of your business with automatic job scheduling

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Goods and stock management

Give your warehouse team unrivalled visibility and control over your stock

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Purchase orders

Keep a perfect level of stock with a quick and easy purchasing process

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Delivery scheduling and tracking

Keep a perfect level of stock with a quick and easy purchasing process

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Proof of delivery app

Capture digital signatures and photos with Clarity’s seriously useful proof of delivery app

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Cost analysis

Analyse your true costs, increase profit margins and grow your business

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Network integration

Link up your online ordering system or enquiry form with Clarity

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Nesting

Reduces wastage and makes the most of available materials

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  • Our quoting productivity is up by 50%. With Clarity Software I have the confidence that our quoting is accurate. Consequently, we've been able to increase our margins.

  • ~ Orlando De Abreu. Tali Digital Branding Solutions
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Trusted by great teams

Clarity Software is used by leading print and sign manufacturing businesses across the UK and beyond

Find out what Clarity Software can do for your business