Pre-Sales Operations
CRM for Sales Team
- Tools
- Sales Funnel
- Pipeline Management
- Sales Reports
- 360 Customer View
- Repeated Sales Automation
Targets
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Suggests Targets based on last year performance and current market progress and trend
- By Product Category
- By Customer Category
- By Product and Customer
- Track Target Vs. Actuals periodically
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Track Sale by
- Super Stock List
- Distributor
- Dealer
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Track Category wise Stock and Sales
- Super Stock List
- Distributor
- Dealer
Marketing and Sales Intelligence
- Track Marketing Costs
- Calculate ROI
- Track Marketing Channels and Campaigns
Quotations – Orders – Payments
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Send Quotes
- Take orders
- Send Payment Links to Clients for Advance Payments and Order Booking
Multi Channel CRM
- Campaigns
- Social Media
- SMS / Emails
Discovery
- Campaigns
- Contact Creation
- Enquiry Creation
Manage the after sales team
- Preparation
- Assign
- Plan, Track & Review - Activities
- Track Field Staff Activities
- Activity reports for Daily, Weekly, Monthly tracking
- Follow-up
- Demonstration
Close Deal
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Request for Proposal (RFP)
- Marketing assistance Product management assistance
- Proposal
- Sold / Deferred
Enquiry / Lead
- Create / Edit Enquiry or Lead information
- Update Complete contact details
- Record Products Enquired and initial rates quoted
- Record if Customer is using any other Brands currently
- Competitor Information
Enquiry Allocation
- Allocate or Re allocate the Enquiries to Existing or New Executives
Enquiry Status Update
- Online / Real time status update for an enquiry
Customer Survey
- Customer Survey with user defined parameters
- Will help for Quotation and decision making
Enquiry Follow-up
- Automatically get all pending enquires by executive to Follow up
- Check Executive Dairy
- Update follow up notes and Status of Enquiry
- Update Next follow up date and time for an Enquiry
- Auto Book Appointments
- Check History of an Enquiry
- Record Reasons for lost enquires
Customer Concern
- Track Customer Concerns
- On Sales Person
- On Product Information
- On Product Satisfaction
- Detailed description of Concern
- User defined Parameters for rating of product or sales executives
Quotation
- Submit Quotations to clients
- Apply Price Lists area wise
- Apply Taxes area and region wise
- Multiple Quotes or modify quotes based on negotiations
Pre Sales Reports
- Registers of all Transactions
- Historical Reports
- Survey Reports
- Additional Analysis Reports