LEAD GENERATION
Make the best out of your contacts you have generated through meetings & seminars. Engage your prospect via generating leads through our marketing team.
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CRM PRO
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CRM PRO - FEATURE RICH CRM
PIPELINE MANAGEMENT
Manage Multiple pipeline and Categorized the generated lead to into logical groups.Manage product or business unit wise pipeline
TARGET MANAGEMENT
Define Target for your organizations and drill down to the teams & the sales person. Track Sale vs Target. Real time data on your finger tips.
QUOTATIONS & SALES ORDER
Create multiple versions of the Quotations, and convert confirmed Quotations to Sales Orders.
Lead Management
Targets
Activities
Reminders
Dashboards
Mobility
Workflows
Define workflow as per your company policies. Such as if there is discount then send for approval and many more.
Team Management
Manage teams efficiently. Organize teams as per geography, product category etc. Give them goals and track progress automatically.
Activities
Add Activities to each Lead or Quotation or Sales Order. Timely reminders & alerts to notify you to take actions.
Territory Management
Divide your target geography into Continent, Country, State, City wide regions. Assign territory to dedicated team or sales person.
Transfer territory from one sales person to another as per your organization's need.
Lead Generation
Manage Contacts and convert them into leads. Automated funneling process to qualify the leads and assign to the concerned team or sales person.
Assign activities to the leads and setup automated or customized reminders.
Pipeline Management
Manage the funnel of the Opportunities generated from the leads. Categorize Opportunities, Track Sources and many other information.
Collaborate with multiple teams such as Sales, Product, Design, Legal to work on big opportunity.
Share opportunity among teams, track their performance against the target.
Quotations & Sale Orders
Send Quotations directly from the Opportunity form. Create multiple versions of the quotations.
Interact with the prospect and negotiate from the opportunity form itself. No need to open Outlook or Gmail to send emails. Customers responses getting tracked in the chatter.
Confirm Quotation and convert to Sales Orders.
Complete history of the actions, activities & changes are tracked.
Dashboards
Dashboards to keep you updated regarding your Pipelines, Quotations, Conversion ratios.
Trend Analysis, Pipeline Health, Sales Person's Performance, Product Performance all on single click.
Contact Us for a free consultation on optimizing your Sales Processes.
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