Sales & Marketing
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Sales & Marketing
Features
Customer Creation & Customer Categorization
Generation of New Sales Enquiries (from cold call, internet, reference, fair/ exhibition, advertising etc)
Follow ups of the Sales Enquiries and complete past history is maintained
Status of each enquiry (Executive-wise etc on different parameters)
Tracking of all Sales Enquiries: customer-wise as well as Sales Executive-wise
Maintenance of Daily tasks and meetings through Diary
Facility of task scheduler and alerts
Pending task report.
Facility to send emails and documents through system and information to get filed with the enquiry as a case history, for future reference.
Central Maintained Library of all documents, which can be used by all executives.
Daily work report of Sales Executives
Once enquiry convert into order, sales order generated with Order No
Sales Order Generation with delivery schedule
Orders Status and Report (executive-wise / Customer Wise)
Closed enquiry and Order lost report for analyzing possible reasons for failures and to take corrective steps
Reports
Customer and consignee Listing
Sales Order Status
Sales Register
Pending task report
Last contact report of each customer
Daily Sales/ Calls Report of each employee
Monthly reports of Sales (Executives / Customers / Products wise