Inside the New Sales Feature of ATARIA CRM

ATARIA CRM just took a giant leap forward with its new sales feature. A powerful toolkit designed to simplify sales management and boost revenue. Whether you’re a sales manager or part of a sales team, this feature offers clear insights and easy control over the entire sales process.

What’s Inside the New Sales Feature?

The new Sales feature starts with a dedicated overview that brings the main sales-related areas together.

Sales Directory & Team Management

Managing your sales force has never been easier. The Sales Directory acts like a digital Rolodex, where you can organize and access all your sales agents effortlessly. You can group agents into Sales Teams, making collaboration and performance tracking smoother and more transparent.

Employee Wallets

Employee Wallets are a smart addition. Think of them as personal accounts that track earnings, commissions, and bonuses for each agent. This instant transparency helps keep motivation high and payments hassle-free.

Tracking Sales Performance at a Glance

The dashboard is your sales HQ. It provides brief insights into important metrics:

Total Revenue & Today’s Revenue: See how much money is coming overall and daily.
Average Deposit & New Depositors: Keep tabs on customer activity and engagement.
Revenue Trends: Understand sales patterns month-to-month and year-to-date.
Revenue by Account Type: Gauge your income streams from Live, Business, and Introducing Broker (IB) accounts.

These insights paint a clear picture of how your sales efforts are performing without digging through heaps of data.

Know Your Markets and Customers

It’s critical to comprehend where your sales originate. The feature breaks down sales by country and pinpoints the top-performing markets.

You also get a snapshot of top depositing clients, helping you recognize key customers and tailor your efforts.

Sales Funnel Analytics

A detailed Sales Funnel tracks every step, from Leads, to Registered users, to Deposited accounts and finally Active users. This funnel aids in maximizing conversion rates and locating drop-off points.

Also, watch Deposit vs. Withdrawal Ratio, so you can balance incentives and keep the cash flow steady.

Payment Methods That Work for Everyone

Diverse payment options mean fewer roadblocks for your clients. The feature highlights payment method distribution:

Mastercard

Visa

Paytiko

Crypto

Offering multiple payment methods can boost conversion and customer satisfaction. With ATARIA CRM, get your sales ducks in a row. It’s designed to empower your team and fuel your growth.