Sales & Marketing
- 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
- 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