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