SWD Sales: the CRM for companies that sell as a team

Two salespeople call the same customer in the same week. An interested prospect sits in a spreadsheet for a month without a call back. At the end of the quarter nobody can say for sure who brought in what. These scenes are common in any company that sells with more than one person, and they have a clear cost: lost opportunities and internal arguments.

The reason is rarely a lack of effort. It is a very human mechanism: we tend to hold on to a contact we see as “ours” even when we are not working on it, and without a deadline important things always slip to the next day. You need clear rules and a tool that makes sure they are followed.

Why speed and order drive sales

Research published in the Harvard Business Review on online sales leads showed that companies replying within an hour were nearly seven times more likely to have a meaningful conversation with a decision-maker than those replying an hour later. After a day, the gap becomes huge.

The second figure is about time: according to Salesforce’s State of Sales report, salespeople spend only 28% of their week actually selling. The rest goes on support tasks, updating files and looking for information. Every minute the organisation gives back goes into deals.

What SWD Sales is

SWD Sales is the CRM we built to run a sales network in an orderly, transparent way. We use it ourselves at SWD Group with our own sales team, and we offer it to companies with the same problem: several people selling, many contacts, little visibility on who is doing what.

How it works

A clear pipeline, stage by stage

Every contact goes through the same stages: free, prospect, lead, negotiation, closing. You can see at a glance where each customer stands and how many contacts there are at each stage, for each salesperson and for the whole team.

One owner for every contact

When a salesperson takes on a contact, that contact is theirs and cannot be assigned to anyone else. No double calls, no disputes over commissions. You can set a maximum number of contacts per person, assign a customer permanently, or keep the most sensitive contacts reserved for management.

Stage deadlines and extensions

Each stage has a maximum duration, set by the company. If the contact does not move forward by the deadline, it becomes free again and can be handed to a colleague. Anyone who needs more time asks for an extension, which management approves or rejects. That way no opportunity sits idle for weeks.

Quarterly targets for every salesperson

Targets are set for each quarter: prospects, leads, negotiations and revenue. New team members follow a ramp-up path over their first four quarters, then move to a standard band. Salespeople and management see the same dashboard, updated in real time.

Closed deals and earnings

Closed deals show the one-off amount, the annual fee and the total, together with the commission earned by the salesperson. A clear figure for everyone, leaving no room for interpretation.

A quick start

Contacts are imported from a file, with no manual re-typing. SWD Sales runs in the browser, in the office or on the road, and sign-in uses a personal link sent by email that is valid for a few minutes, with no password to remember.

The benefits, in practice

• For the owner: knows at any moment how many opportunities there are, where they stand and who is handling them, without asking for spreadsheets at the end of the week.
• For the sales manager: shares out contacts fairly and steps in where a deal gets stuck.
• For salespeople: the same rules for everyone, clear targets and their work recognised, commissions included.
• For customers: they are called back on time, by one person who knows their history.

Who it is for

SWD Sales is designed for SMEs, service companies, agent networks and businesses that work with partners: in short, for anyone with at least two people selling who wants to stop managing the pipeline with spreadsheets and messages.

Tailored, with a certified partner

SWD Sales was developed in-house by SWD Group, an Italian software house founded in 2007 and certified ISO 9001 and ISO/IEC 27001. We start from a ready-made base and adapt it to your sales stages, your fields and your rules, instead of forcing you to change the way you work.

Frequently asked questions

Do I need to install anything?

No. SWD Sales runs in the browser, with nothing to install.

Can I import the contacts I already have?

Yes. Contacts are uploaded from a file and are then ready to be assigned to salespeople.

Can it be adapted to our sales process?

Yes. Stages, deadlines, targets and fields can be configured, and we develop the more specific customisations ourselves.

How much does it cost?

It depends on the number of users and the customisations required. After a 30-minute call we send you a precise proposal.