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Key
Features
Geographical Classification: Country, States. District, City, Area
Product Classification: Category, Details, Application
Client Classification: Business Category, Organization Category, Source of lead
Leads management with Client Master (Prospects).
Assign Leads to Concerned Person.
Pre-sale & Post Sale Follow-up, Alerts, Approval Management
History & Ledger of client interactions.
Sales Order Status Tracking.
Sales Order With delivery Schedule
Suppliers Master Details: Type of Products, Capacities, quantities, Rates.
Major
Business Benefits
Creation & submission of quotes to prospective customers/clients.
Conversion of qualified leads into ledger & accounts for preparation of Sales Order (SO).
Storage of contact information and monitoring of customer interactions on an ongoing basis through enquiry details
Leads management in identifying, recording and segregating leads, as well as follow up of those leads.
Setting of price list for products.
Functionality to set the credit limits for the customers.
Delivery Address management to set delivery locations & track all the dispatched items
Effortlessly create Proforma invoice for sales ready leads.
We
Achieved
Complete Software Customisation
Software service implementation
Streamlined software training process
Data security including backups
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