LEAD
Management of Lead Database
In Every business many potential leads goes into dead leads just because of improper management, which results in the business loss. Ease your Lead management by managing lead-related information gathered in one place in a synchronized and efficient way and earn profit from the dead leads.
Allocation Of Leads
Allocate the lead based to the sales team with complete security and privacy. Users can access the lead only if it allocates to them. The lead can also be managed by this supervisor and manager.
Nurturing The Leads
Nurture your assigned leads with a scope of further follow-ups through emails, phone calls, demo meetings and get reminders of follow-ups.
Conversion Of Leads Into Sales
After follow-ups with the pre-mature leads, transform the lead into sales and increase the percentage of sales productivity to reduce the chance of miss leads.
FOLLOW UP
Management Of Follow-Up Actions
Allows you to manage the B2B workflow of sales & purchase with the additional feature to build the dealer library and access the dealer related information at one place to enhance the relationship with each dealer timely to manage and compare the deals.
Get Follow-Up Reminder Notifications
Get reminder notifications to process your daily work with the automate listed follow-ups, pending payments from dealers, and also to generate pending invoices.
Record Follow-Up Interaction With Customer/Dealer
Allows authorized users to access the ready to use dealer statement at any point of time.
DEALER
Management Of B2B Purchase & Sales
Allows you to manage the B2B workflow of sales &purchase with the additional feature to build the dealer library and access the dealer related information at one place to enhance the relationship with each dealer timely to manage and compare the deals.
Get Pending Payment And Invoice Reminder Notification
Get reminder notifications to process your daily work with the automate listed follow-ups, pending payments from dealers, and also to generate pending invoices.
Access Of Dealer Statement
Allows authorized users to access the ready to use dealer statement at any point of time.
PAYMENT
Automated Payment Management System
It’s a feasible and easier system to manage the credit & debit transaction and also allows the user to track the history for future reference.
Get Payment Reminder Notification
Get Pop-up alert of due-dates payments
SALES
Manage Different Lead Sources
Ease your management of lead conversion through different kinds of sources such as Leads through direct selling, Leads through Customers/reference and Leads through Dealer. In this way user can segment your leads sources as well as their management.
Tracking Of Approved And Dispatched Orders
Allows authorized users to mark as dispatched products and approve the selling product
Creation Of Invoice
Ease the process of invoice generation with the accuracy and less mistakes.
Inventory Maintenance Of Sales
Build accessible management of stock for sales, return-sales to upgrade the inventory timely.
Management Of Return-Sales
Make sure returned orders are managed through warehouse team to allot the return orders in categories like returned to stock, return approved - disapproved, or perhaps sent back to the supplier for a credit.
SALESFORCE TEAM
Capture and Track the movements of employees
Make sure returned orders are managed through warehouse team to allot the returnMobile-based tool will capture the image, track the meeting location and their timings to calculate the working hours of the salesperson.
Track Of Attendance
Easily maintain attendance of multi-level hierarchy and It is a one-time process that will generate the automate attendance of field force sales team.
QUOTATION
Standardize The Creation Of Quotation
Build a standard format for the creation of quotation with additional feature of pdf conversion.
COMPLAINT
Support Ticket
Easily manage the customer/dealer issues in respect of products/services to track the status of the ticket, no. open & close tickets, time consumed to resolve the tickets.
REPORT
Automate Generated Report
Build automated reports of Sales, Payment, and Complain to analyze business Productivity effectively and customized further as per the business requirements.
Downloadable Access
All reports can be downloaded either as a PDF to easily print or as a data files, e.g. with Excel, for further analysis.
In-Built Targeted Emails
Allows to send multiple emails at one time from a single source to avoid the time-consumptions with complete privacy and security.
Email Summary
Maintain the complete summary of every mail to track the emails sent and status of every email.
PURCHASE
Ease The Purchase Process
Easily build and create the purchase requisitions and comparison matrix, and Sending RFQ’s to vendors, getting prices online from vendors.
Maintenance Of Purchase Database
Timely update the purchase related information such as add purchase entries and purchase orders details.
Inventory Maintenance Of Purchase
Easily maintain the purchase goods to keep the stock inventory updated and keep a managed the pipeline stock.
CATEGORY
Categorized The Products
Build and maintain listed categories of products.
PRODUCT
Ease The Maintenance Of Product Information
Build the details of product and product categories which can easily modify the product name, unit price and description.
Customization Of Product Documents
Keep a record of each product and maintain centralized documents of each product such as product images, specification details and product catalogue.