Esteemed Sales

End-to-End Talent and Customer Acquisition

Overview

Welcome to the comprehensive documentation for Esteemed Sales, a powerful and customizable add-on to Esteemed CRM/ATS. As an extension to the foundational Aura platform, Esteemed Sales transforms your customer acquisition processes by introducing advanced features like Leads, Opportunities, Deals, Placements, and Contracts. This documentation is your guide to unlocking the full potential of Esteemed Sales, creating an end-to-end talent and customer acquisition platform tailored to your needs.

Key Features

  1. Leads Management:
    • Esteemed Sales enhances your lead management capabilities, allowing you to capture, qualify, and convert potential clients and candidates seamlessly.
  2. Opportunity Tracking:
    • Visualize and manage sales and talent opportunities with precision. Esteemed Sales provides a clear overview of opportunities, empowering effective decision-making.
  3. Deals Management:
    • Streamline your deal management processes. Esteemed Sales facilitates the creation, tracking, and closure of deals, ensuring transparency and accountability.
  4. Placements Monitoring:
    • Elevate talent acquisition with dedicated tools for tracking placements. Esteemed Sales enables you to manage candidate placements efficiently.
  5. Contracts Management:
    • Simplify the creation, tracking, and management of contracts. Esteemed Sales includes features to streamline the contract lifecycle within your CRM/ATS platform.

Getting Started

  1. Accessing Esteemed Sales:
    • Log in to your Esteemed CRM/ATS account and navigate to the Esteemed Sales module. If not visible, contact your system administrator to enable Esteemed Sales for your account.
  2. Configuring Leads and Opportunities:
    • Explore the step-by-step guides on configuring Leads and Opportunities in Esteemed Sales. Tailor these modules to align with your unique business processes.
  3. Managing Deals and Placements:
    • Learn how to efficiently manage sales deals and talent placements within Esteemed Sales. Follow best practices for optimizing your deal and placement workflows.
  4. Contracts Best Practices:
    • Dive into the documentation on managing contracts effectively. Understand how Esteemed Sales can streamline your contract management processes, from creation to closure.

Integration with Esteemed CRM/ATS

Esteemed Sales seamlessly integrates with the core Esteemed CRM/ATS platform, creating a unified environment for managing both talent and customer acquisition processes. The integrated approach ensures that your team can seamlessly transition between CRM, ATS, and Sales functionalities, fostering collaboration and efficiency.

Conclusion

Esteemed Sales is your go-to solution for transforming Esteemed CRM/ATS into an end-to-end talent and customer acquisition platform. This documentation provides comprehensive guidance on leveraging Esteemed Sales to its full potential, empowering your organization with enhanced lead management, opportunity tracking, deal management, placements, and contracts. Welcome to a new era of unified and efficient business processes with Esteemed Sales! For further assistance, refer to our support resources or reach out to our dedicated support team.