Book A
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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