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1. Sales CRM (Client Relationship Management) is an enterprise software that organizes client's contacts and manages lead pipelines. It centralizes all the information for the sales team to one system that will keep track of everything. Sales CRM could help organizations to improve their sales process, sales forecasting, pipeline sales, achieve business milestones, organize documents and more.
Some Functions of Lead Management Software
- Add Clients and Prospects to the CRM,
- Update Clients to several stages (Hot leads, Cold Leads, Rejected Leads, Converted Leads etc),
- Generate & Send Quotations to updated leads,
- Update Notes, email log, call log,
- Get Summary and Activity of each Leads,
- Get reminder of followup dates, meeting dates on Dashboard and via email
- Filter leads on Date wise, Employees wise, Status wise
2. Order Management System:
Order Management System allows your sales staff to perform the following activities:
- Onboard New Retailers through mobile app
- Place New Orders directly through app
- Track Live Map view of Field Force Staff
- Check in & Check out log of each visited outlet
- Maintain central database of retailers and notify them with new schemes
- View Dispatch history, New Sales Report
- Manage Party wise Outstanding dues and Credit Limit
CRM Dashboard
CRM Dashboard
CRM Analytics
CRM Analytics
Lead Management
Lead Management
Order Management
Order Management
Marketing Analytics
Marketing Analytics
Sales Quote Generator
Sales Quote Generator
Sales Forecasting
Sales Forecasting
Sales Tracking
Sales Tracking
Sales Management
Sales Management
Client Management
Client Management
Sales Dashboard
Sales Dashboard
Sales Reports
Sales Reports
Customer Management
Customer Management
Email Integration
Email Integration
Document Management
Document Management
Daily Sales Activity Reporting
Daily Sales Activity Reporting
Team Tracking Management
Team Tracking Management
Ticket Management
Ticket Management
Role Management
Role Management
Self Service Portal
Self Service Portal
Android / IOS
Android/ IOS App
CRM Leads Summary- Daily, Weekly, Monthly, Custom
Order Summary
Personal Reminder
Upcoming/ Next Followups
CRM Graphical Representation
Priority Based Contact Segregation
Type Based Contact Segregation
Customized Sales Dashboard
Lead Generation
Daily Approaches
Lead Distribution
Active/ Awaiting/ Converted/ Rejected Leads
Create and List Orders
Reminder Management
Document Management- Proposal, Contract, Quotation, Profile
Contact Management
Import/ Export Data
Customer Support Tracking
Email Marketing/ SMS Marketing
Email Templates
Territory Management
Service History Tracking
Contact Import/ Export
Ticket/ Issue Tracking
Sales CRM Employee Tracking
Sales CRM Notice Management
Mobile App- All Features of Sales CRM
Mobile App- Team Tracking (GPS)
Mobile App- Cache Implementation (Offline Browsing)
