It is one of the important modules within the sales stream. Centralize organization and contact management to maintain a healthy sales funnel. It stores all the contacts & organization information that the sales process demands. All the data within CRM will be built around a customer. All the customers are grouped under respective corporate. This will enable one to analyse business across a corporate.

User has flexibility to check whether the required customer is in sales stream. If not, user can request for creating the same. Based on the request, a unique customer will be created under specific corporate within the system. This process will maintain the uniqueness in defining a customer.

Create and assign leads to your respective sales team. It allows you to see all the leads and their current stages at a glance. Each person can add quick notes to their respective leads to get better at managing the sales cycle.

A lead is a contact who is interested to know more about the specific products/services. Usually leads are generated through marketing campaigns done by the marketing team or direct sales.

Application has provided an option to define the responsibility of a lead to individuals from the respective sales, technical and marketing departments. These team members/stake holders can capture their activities under the respective lead. A matured lead can be moved into an opportunity with all the pre-defined data so that it will be helpful for the sales team to take it forward.

Once a lead reaches a matured state then it will be converted to an opportunity. This module helps the sales team to capture the customer interest in detail like different flavors of the product, quantity, value and the contact details of the customer. Like leads, even an opportunity will be owned by the individuals from sales, technical and marketing. In addition, there is also an option to define the heads (for each opportunity) so that they will be responsible for guiding the owners to work on the respective opportunity.

Opportunities can be grouped under different categories based on the chances of closure. Once the opportunity is closed as won, then all the related documents like purchase order, related final quote and the order acceptance from host can be uploaded for the backend team to work on it.

If it is lost, then the reason for the same will be captured. The details that are captured can be used for further analysis.

Issues related to the usage of the products/services by the customer can be captured and managed within this application. When a customer raises an issue about a product/service, the same will be captured in this system with a unique ID against that customer. Support/services rendered on such issues will be captured against respective IDs. We can also capture the customer satisfaction on the support/services rendered by the team.

Provided reports to that will display the customer satisfaction against different categories like division/location/region/city etc.

All campaigns/marketing events planned by the organization are captured in this module. All details pertaining to a specific campaign like products, budget, number of participants, date range, ROI, etc., can be captured against a specific event. Activities/tasks that are completed against specific events can also be captured under respective events.

Report to display the number of leads generated against each event can be generated.

Month-wise target (revenue goals) for each sales personnel can be defined and their progress can be tracked at regular intervals by their reporting manager which will give a clear overview of who will reach their target and who is lagging behind. Funnel report can be generated for each sales member (for both individual/team).

All the processes/steps carried out during booking and billing of an order can be captured in this module.

Orders received need to be processed as per the organization requirement. After confirming to the requirement, such orders need to be placed on product/service provider. Such activity can happen as one time/continuous.  Interaction between order processing team and the field can be captured against each order.

Reports are available to find the order status at any moment of time. Comprehensive sales reports and charts show you the state of lead management by the sales team. By this graphical representation, we can use these numbers to understand which stage of the sales pipeline requires more attention and use those insights to smoothen your sales cycle.

Track all the stages of a sales pipeline from our sales dashboard, CRM makes it easy for you visualize the sales pipeline in entirety and see how efficiently leads trickle down the various stages of the sales funnel.

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