The sales meeting should be about the deals, not about whose numbers are right.

Early access

Sales Management Software in Surrey

Sales Management Software built, hosted and supported in the UK, serving Surrey including Guildford, Woking and Farnham. Set up around how your team actually sells, not the other way round.

Book a walkthroughAbout CubeCRM

Across Surrey we see the same problem in different clothes: plenty of customer information, but not in one place, and not in a form the whole team can act on.

Sales Management Software is how you stop relying on memory.

Managing a sales team usually means assembling a picture from several places: the pipeline spreadsheet, the quote folder, the accounts package and whatever each salesperson says in the meeting. By the time it is assembled it is out of date, and the conversation is about reconciling figures rather than improving them. CubeCRM gives sales managers one live view of activity, pipeline, quotes and results by person and team, measured against targets you set. Calls, meetings and quotes are logged as a side effect of doing the work, so the data is current without anybody maintaining it, and the weekly review can focus on the deals that need help.

  • Live

    Activity and pipeline by person

  • Set

    Targets on revenue, accounts or activity

  • One

    Set of figures for the whole team

What it does

Inside sales management software

The parts of CubeCRM that make up sales management. Everything here sits on the same customer record, so nothing needs re-keying between them.

  • Targets that track themselves

    Set targets by person, team, product or period - revenue, new accounts, quotes issued, calls made - and see progress against them live.

  • Activity without timesheets

    Calls, emails, meetings and visits are logged as the work happens, from the desktop or a phone. Activity reports reflect what was done, not what was remembered on a Friday.

  • Dashboards by role

    A manager’s view across the team, a salesperson’s view of their own week, and a director’s view of the whole business - all from the same numbers.

  • Exceptions, not averages

    Stalled deals, unanswered enquiries, quotes about to expire and accounts nobody has contacted recently, surfaced so they can be dealt with this week.

  • Teams and territories

    Organise salespeople into teams and territories, move accounts between them with their history, and report at any level.

  • Reports that arrive

    Scheduled reports sent by email on the morning of the sales meeting, so everybody arrives looking at the same figures.

In practice

Problems this actually solves

Typical situations, anonymised. What businesses tell us before they change anything, and what changes afterwards.

  • Case 1

    A sales meeting spent reconciling

    Before

    A packaging distributor’s weekly sales meeting began with twenty minutes of comparing each salesperson’s spreadsheet against the accounts package. The discussion about actual deals was always rushed.

    With CubeCRM

    Everybody now works from the same dashboard, sent automatically on the morning of the meeting. The meeting starts with the deals that need a decision.

  • Case 2

    A new manager with no history

    Before

    A newly promoted sales manager inherited a team of six and no record of who had been doing what. Coaching was based on impressions rather than evidence.

    With CubeCRM

    Activity, conversion and deal size are visible per person. Two salespeople with similar activity had very different win rates, and the conversation about why was far more useful than a general push for more calls.

  • Case 3

    Accounts nobody was looking after

    Before

    A trade supplier discovered several mid-sized customers had not been contacted in over a year, because each salesperson assumed somebody else looked after them.

    With CubeCRM

    Every account has an owner and a contact frequency. Accounts that fall behind are listed on the manager’s dashboard, and lapsed revenue from existing customers started to recover.

The features behind it

See the parts doing the work

Each one has its own page showing how it works. And if the business later needs orders and stock, CubeCRM grows into CubeERP on the same records.

Local coverage

Sales management across Surrey

Our Surrey coverage includes Guildford, Woking, Farnham, Reigate, Epsom and Redhill, and the GU1, GU2, GU3, GU4 and GU5 postcode districts. If you are in Surrey and not on that list, we almost certainly still cover you - ask.

Getting to you

64miles from our Olney office

Discovery and training can be done at your office - watching how enquiries really arrive and how the team really sells tells us more than any questionnaire.

Postcode districts

  • GU1
  • GU2
  • GU3
  • GU4
  • GU5
  • GU6
  • GU7
  • GU8
  • GU9
  • GU10
  • GU11
  • GU12
  • GU14
  • GU15
  • GU16
  • GU17
  • GU18
  • GU19
  • GU20
  • GU21
  • GU22
  • GU23
  • GU24
  • GU25
  • GU26
  • RH1
  • RH2
  • RH3
  • RH4
  • RH5
  • RH6
  • RH7
  • RH8
  • KT1
  • KT2
  • KT3
  • KT4
  • KT5
  • KT6
  • KT7
  • KT8
  • KT9
  • KT10
  • KT11
  • KT12
  • KT13
  • KT14
  • KT15
  • KT16
  • KT17
  • KT18
  • KT19
  • KT20
  • KT21
  • KT22
  • KT23
  • KT24
  • SM1
  • SM2
  • SM3
  • SM4
  • SM5
  • SM6
  • SM7
  • CR3
  • CR5
  • CR6
  • CR8

Areas we cover

Guildford, Woking, Farnham, Reigate, Epsom, Redhill, Leatherhead and Dorking.

Sales management elsewhere in Surrey

How it happens

What getting started involves

The same process wherever you are, and for Surrey discovery and training can be done in person.

  1. 1

    Discovery

    A short, structured session on how enquiries arrive, how you quote, and where customer information lives now - the inboxes, the spreadsheet, the old CRM and the notebook in the car. We come back with what works as standard and what needs configuring.

  2. 2

    Setup

    Pipeline stages, fields, quote templates, email connection, teams and permissions set up to match how you sell - not a demo account with your logo dropped on it.

  3. 3

    Data import

    Contacts, companies, open opportunities and quote history brought across from spreadsheets, inboxes or your previous CRM, with duplicates merged. You check it against what you had before anybody switches over.

  4. 4

    Training & rollout

    Short, role-based training so the sales team learns the pipeline and the office learns enquiries and cases - in person where it helps. Guides and screen recordings left behind for new starters.

  5. 5

    Ongoing support

    UK support from the people who built the platform, with a named contact, agreed response times, and a product roadmap you can influence.

You might call it something else

If you searched for any of these, this is the page you wanted.

  • Sales team management software
  • Sales tracking software
  • Sales performance software
  • Sales activity tracking
  • Sales CRM for managers

Questions

The things people ask first

Not on the list?01234 672 617hello@cubecrm.co.uk

  • Only if you want them to. Permissions control who sees which dashboards, deals and accounts, and some teams deliberately share a leaderboard while others keep figures private.

  • Yes. New accounts, quotes issued, meetings held, calls made, response times and margin can all be targeted and tracked alongside revenue.

  • From won deals and accepted quotes in CubeCRM, and optionally from invoiced sales synced from Xero, Sage or QuickBooks - so targets can be measured on either won or invoiced revenue.

  • It gives you the figures commission is calculated from, by person and period, in a report you can export. The calculation itself often has house rules we would rather replicate in a report than guess at.

Related

Other things we can put right

Also available in Surrey.

Working in Surrey?

Sales management for your Surrey business

Tell us what your current system does badly. We will tell you whether CubeCRM fixes it, and what it would take.

Start a conversationCall 01234 672 617