Tracking the progress of your goal

Most of the progress towards any significant goal inevitably comes in bursts.  For example, consider this actual goal’s progress:

Goal Progress Chart - BizMerlinMost of the progress came between two short months (or even lesser of Jan/Feb 2013).  Then, there is a period of relative little progress until July, and then there is the final burst. This may work for goals that are multiple months, and that require a lot of creative thinking.

However, for goals that are of shorter duration and have a more clearly defined steps, more consistent progress is desirable.  BizMerlin’s goal collaboration features and reminders are designed to make that happen.  When you create a goal, you can make someone be your check-in partner, and that person can periodically check in with you to ensure more consistent progress.  You can pay forward, and be the check-in partner for someone else.

Take the first step and set your goals.

Territory Management

A sales territory may be based on customer group or geographic area which will be taken care of by an individual sales manager, sales head and salesperson. BizMerlin allows you to define the territories and geographic area according to your business needs.

Territory Management, BizMerlin

BizMerlin Territory Management helps you to manage your territories at different hierarchical levels. You can easily define parent territories and child territories and then assign them to respective persons like sales manager, team lead or sales personnel. The accounts, opportunities and contacts can then be assigned to any one of the territories and the users assigned to the same territories will be responsible for their growth and management. These users based on their roles have complete ownership and accountability for their territories which results in good performance and productivity of their territories.  Thus, effective territory management establishes consistency for entering, tracking and advancing opportunities in sales pipelines.

Some of the features and advantages of using Territory management system are:

  1. It becomes easy to segment and organize your Customers.
  2. Users in a territory can be granted different access permissions like read, read/write, or owner for opportunities/accounts lying under a territory.
  3. The owners and heads of territories become responsible and answerable to sales within their territories and hence improved performance.
  4. Effective territory management results in effective pipeline management, opportunity planning, account planning.
  5. Resources like salesperson may or may not be shared among multiple territories.

Expense Management

If you are an owner of a small or medium business looking for ways to manage your expenses then BizMerlin’s expense management is a right option for you. All employees of your organization can create their expense reports and can submit them for approval.

BizMerlin, Expense Management

The expense reports can be related to some project or they can also be generic. Multiple expenses can be attached to a report. Once you submit an expense report, your administrator can analyze the expenses of your submitted report and can decide either to pay or reject.

BizMerlin, Expense Report Details, Expense Management

The expense management is very important for all organizations because of the advantages offered by them:

  1. Employees can easily and quickly record and claim expenses.
  2. Approve-rs can see the full detail per line item for any given report.
  3. Faster approval/rejection process.
  4. Admin users can create expense types from setup menu.
  5. As you build an historical database, you can plan and manage better.