With Sales Force Automation module, you can manage leads, contacts & focus effectively on important sales leads. Also opportunities can be tracked as per the order size & expected close date such that sales person can prioritize his schedule as needed. Sales forecasting is wonderful tool to forecast Monthly, Quarterly, And Yearly sales & appropriate targets can be given for the sales team. The Manager can track his team activities by generating team activity report & can verify the team progress in real time.
The calendar function is powerful tool to set events, tasks for self or for team members. Reminders can be set for follow up tasks and special reminders can be set for repeated tasks.
- Manage leads ,contacts & focus on important sales leads
- Monthly, Quarterly, Yearly Sales forecasting
- Track sales team activities, reports & progress
- Track opportunities & prioritize as per size & expected close date
- Plan & prioritize calls, meeting & set reminder for follow up tasks.
- Manage leads effectively by classifying them according to source, type, area, industry
- Focus & prioritize on leads that are hot and fetches higher revenue opportunities
- Import leads from external sources & excel
- Qualify leads to next stage based on information captured in lead details
- Convert leads into sales opportunities, accounts, and contacts with a single-click
- Export leads to excel or pdf for analysis
- Generate Value added lead reports such as User wise, Stage wise, Source wise, Category wise, Area wise, Industry wise, Date wise
- Track opportunities based on stage with expected close date & value
- Export opportunities to excel or pdf for analysis
- Sales forecasting for month, quarter, year
- Associate opportunities with accounts, contacts, activities, and other modules to have a better visibility on the opportunities
- Generate Value added opportunity reports such as User wise, Stage wise, Sales forecast with value, expected close date wise report
- Manage all customer account information such as contact details, opportunities, and support activities in single screen.
- Manage multiple opportunities in single account.
- Create multiple account type to have suppliers & customer information as needed.
- Manage group companies by linking many sales account to one group
- Track past purchases along with dates, payment history, support history for identifying cross selling & up selling
- Import or Export leads to excel or pdf for analysis
- Generate Value added reports such as opportunities in account, support history report, payment history
- Import, export contacts from excel
- Link contacts with accounts for quick access
- Classify contacts based on department, decision making power, technical user etc
- Communicate effectively with customers with simplified contact management
- Plan all calls, tasks, meeting in centralized calendar
- Manager can plan activities for team players
- Track meeting, iterations, meeting status such as held, postponed
- Track travel visits with distance & export the report for travel claims settlement
- Reports on customer wise, lead wise activities