Financial Sales
Management Tool
by
The sales financial information you need, at your fingertips.
Watch the video to learn more.
The Financial Sales Management Tool’s easy-to-use features and dashboards will empower you to understand and optimize your sales like never before. Also, it is easily customizable.
Make running your business easier
Profitability
Our financial consulting services are designed to help you get a deeper understanding of your business' finances.
Financial Statements
Our tool simplifies how you prepare your Cash Flow, Income Statement, and Balance Sheet, saving hours of time and increasing accuracy.
Competitive Advantage
Our platform provides you with the right information at your fingertips, enabling you to maximize revenue by selling more strategically. Partner with us to optimize your operations and build a sustainable advantage over your competition.
Financial Sales Management Tool:
A financial tool. A resource you can rely on.
Bronze
Excel Tool
Silver
Excel Tool
Gold
Excel Tool
Regardless of which option meets your specific needs, we’re here for you every step of the way. And don’t let our expertise in finance fool you. While we’re known as finance people, first and foremost, we are people people. Numbers are our expertise. Helping people manage the financial aspect of their business is our passion.
Leverage your financial information on three levels.
Valuable Insights
Gain valuable insights into your active & inactive clients to add value to your sales team.
Organization
Collect & organize client information so you can analyze your industry market share .
Financial Concepts
Increase your corporate financial knowledge and be more competitive in the market.
The financial tool that empowers you with important insights
Integrate Tools
Link the Client Card to your Sales Record and the analytical report lets you see exactly how much money your business is generating.
Enlightening
Build your company’s financial policies by taking advantage of the suggested guidelines provided in the support table.
Customizable
The Client Card comes in 2 easy to use options, an Excel spreadsheet that can be sent to the client and a database to be used internally and integrated with other tools.
What Our Customers Say
Shannon TeemullOwner - ShMarTee Co.
Since I started working with Anira and her company, Spring Management Academy, my life has changed for the better. I used to be so disorganized and completely overwhelmed with my financial accounts and keeping track of expenditures and revenue. I have never felt more in control and empowered than I do now that I work with Spring. In my humble opinion, this company is the best company in the market today for organizing a businesses financial accounts and analyzing the data in order to maximize the productivity and profitability of that business. It is truly an AWESOME company! Thank you very much for everything, Anira and Spring Management Academy!
Arina SantosOwner - CIA do Algodão
Great problem-solving. Understanding of the demands and doubts presented. Agility in returning these demands. Adaptation of the specific needs of each segment that I requested. Spring supplied me with material, spreadsheets, and graphics easy to understand. Through Spring’s services, I have had the pleasure of working with information and data for the management and financial structuring of my business. I’m enjoying this opportunity!
Shannon TeemullOwner - ShMarTee Co.
Since I started working with Anira and her company, Spring Management Academy, my life has changed for the better. I used to be so disorganized and completely overwhelmed with my financial accounts and keeping track of expenditures and revenue. I have never felt more in control and empowered than I do now that I work with Spring. In my humble opinion, this company is the best company in the market today for organizing a businesses financial accounts and analyzing the data in order to maximize the productivity and profitability of that business. It is truly an AWESOME company! Thank you very much for everything, Anira and Spring Management Academy!