Sales managers are always looking at ways to make improvements to their processes. They want to take every opportunity to close the leads put in front of them. And make sure no sale is ever lost to inefficiency or error. Anything that makes the sales journey more manageable, especially in uncertain times, is now a necessity. 

As soon as a sale is closed, the purchasing process is underway. From creating the sales documentation, adding the purchase value and structuring the payment plan to handling reservations, gifting and paying the commission to sales agents. Most sales managers would agree, nothing would be better if all this could be completed in less than 20 minutes. 

This is where Merlin Software Classic comes into play. Developed by the Merlin team based on their timeshare and fractional sales experience, the Classic Merlin Sale Module offers a full range of functionality sales managers, and administration staff can use before, during and after the sale to streamline the process and improve workflows. 

The Sales Module allows you to:

• Monitor your teams’ performance in real-time
• Allocate and track tours
• Assign gifts 
• Create and manage your inventory 
• Raise contracts including internal and external cessions, conversions, trade-ins, upgrades and downgrades. 
• Track ownership changes 
• Adapt products to your needs

The contract

The contract documentation process is simple. Merlin uses your customized templates with foreign languages and multiple currencies available. Detailed contract-related paperwork can be uploaded into Merlin against the buyer’s unique identification so that it is readily available at any time – by any user in the organization. Sales milestones can also be set up in minutes and followed by anyone involved in the process. 

Finance and payment plans

Structuring payment plans used to be a headache for sales administrators. This has now been simplified with the Merlin Sales Module. Users complete the pre-designated fields then amend rates and dates where necessary, and update invoices automatically.

The great news is that because this module is integrated with Merlin’s other modules, any updates are made throughout the system. No more repetition or input errors. And no more asking other departments for their involvement. Sales administrators can make reservations, allocate points, issue management fee billing, and manage loan servicing all from the Sales Module.  

Sales Agents

Agents are uploaded to the Sales Module and allocated to a specific team or venue. Leads and tours are allotted to them, and their success can be easily monitored as they are linked to the sale contract. Agent commissions are automatically calculated based on your rules configured in the Sales Module – and which can be amended at any time.  

Sales Module Reports

Where would the sales team be without reports? And the Merlin Sales Module does not disappoint in this area. We understand the information you need and have a wealth of report templates that will provide you with data on every aspect of the sales operation. Need something specific? Then we can develop this for you too.

Merlin Sales WebApp – NEW

Coming soon is the new Merlin Sales WebApp which uses the latest technology to allow sales agents to process sales quickly and easily with a smooth, intuitive workflow. 

Both Merlin Software Classic and our new Merlin WebApp are fully customizable to your specific sales needs.  

To find out more about Merlin Software Classic and our new Sales WebApp, contact Mark Thomas today for a demo on markt@quickmerlin.com.