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eSales


Lead, Lead Follow-up, Quotation & PO

eSales Key Points

It’s integrated software for PRE Sales covering below elements :

  • Customer and Contact person management
  • Sales Enquiry Management
  • Sales Enquiry follow-up updates and reminder
  • Sales Quotation with multiple version(Negotiation) in PDF, Word and Excel
  • Lead Generation and follow-up management
  • Customer Visit Planing and Report
  • Sample and Demonstration
  • Sales Funnel
  • Next month forecast for Purchase Order
  • Product Campaigning
  • Multiple Currency support
  • Product Management and Update through Excel
  • Product Principal management
  • Competitor Tracking
  • Targets for Sales engineer, Business Owner, Branch and Principal
  • Multi user with customized permission

Silent Features

  • Configurable branches
  • Branch wise currencies
  • Currency Exchange rate & manual conversion
  • Global Currency Reports
  • Customize Quotation Format
  • Rate List Import & Update
  • Dashboard for Engineer, Manager, Branch Head & Global

Reports

  • Dashboard for Global, Business Owner, Branch Head and Sales Engineer
  • Category Wise Competitor
  • Enquiry Source Wise Project
  • Customer Machine Installation Report
  • Principal wise business summary
  • Weekly Sale Report
  • Customer Grade Wise Business
  • Branch Wise Business Summary
  • Business Summary Company
  • Sales Funnel
  • Team Performance
  • Product Category Wise Sell Report
  • Sell Report(Global)
  • Sell Report(Branch)
  • Sell Report(Product Owner/Sales Eng.)
  • Sample Consumption Report
  • Tour Execution Report
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