Sales & Marketing System

Overview

Running a productive sales organization can be nerve-wracking: trying to grow your business, putting effective sales processes in place, and giving your sales representative the tools they need to be successful.

Sales and marketing system is therefore designed to support your sales order processing, control daily activities like prospecting, manage contacts and customers.

Our system allows activities starting from contacting customers which are referred to as pre-sales activities till the proposal is won, to be recorded. It also allows to generate a proposal, add items, add covering letter, and export your proposals.

Major Modules

Lead Management

Customer Relation Management

Proposal Management

Key Capabilities

  • Cloud-based architecture
  • Accessible anywhere, any time
  • Right based access control
  • Approval based Process
  • Tracking of daily/monthly/yearly transaction
  • Help to take the right decision at the right time
  • Save money, time, and effort.
  • Email/SMS notifications

Key Features

  • Lead generation
  • Generate complete, consistent, professionally formatted proposals
  • Quick proposal generation
  • Streamlined Processes
  • Customer Data on a Single Click
  • Customer Relation Manegement
  • Service Desk
  • Track the history of proposals sent to customers
  • One-click generation turns content into a formatted document
  • Include and attach multiple supporting documents to any proposal
  • Proposal approvals based on designation

Lead Management

  • Sale Call
  • Lead Assign
  • Lead Generation
  • Lead Conversion/ Forward

Customer Relation Management

  • Contact Management
  • Company Information
  • Interaction Tracking
  • Calling Integration
  • Multiple Contacts detail
  • Other Compliance with GST detail
  • Customer call logs

Proposal Management

  • Proposal Editor
  • Maintain version history
  • Approval Process
  • Change Proposal status to won/lost
  • Upload Purchase order

Reports

  • Business Proposal
  • Sale Call
  • Agent Call Report
  • Call Summary
  • Customize Reports

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