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Dashboards/Reminders
Based on the user level, dashboard provides birds eye view of business on a single
screen. Pending appointments, receivables, tender openings, sales figures, contract
expiries, security issues etc are presented as single line summaries, and each line
can be clicked to get the details on the same screen. Trigger period for events
for each user can be set by the user himself. For example, a user can instruct the
dashboard to alert him on sales appointments 3 days in advance. Based on the user
profile, dashboard data will change. Superusers will get maximum information, while
a sales executive would only get information pertaining to himself.
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Quotation/Item List
Sales executives or data entry operators can prepare the quotation, check the profitability
(if it is permitted for him) and then print out the quotation. He can also use MS
Word to create quotations if he wished to. The same quotation can be used as invoice
later. Quotation changes can be noted down in the notes column, if he wants to have
a record of quotation history for the same project. Payments received can also be
entered here and tracked. Pending payments would appear in dashboard.
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Tender Management
Sales tenders can be managed inside the sales module. Tender submission, opening,
EMD amount submission, collection etc. can be entered and tracked, and these
information pops up in the dashboard as alerts.
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Competition Management
If you need to maintain record of your competition for sales project, it can be
done here. Competitor’s quotes, notes on competitor’s bids, if the project was lost
to competitor then the reasons for the same etc. can be managed. This data is pulled
out by competition analysis reports to give you in depth idea about your strength
and pitfalls viz-a-viz your competitors.
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Document Management
All documents related to the sales project can be directly managed from here. You
can open the documents, edit the documents and print the documents. Datasheets,
specifications, scanned copies of purchase orders, invoices, delivery notes, tender
submissions etc. can be added to the sales project and managed.
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Project Sales and Marketing Reports
Extensive set of reports covers 4 areas.
1. Financial information and analysis reporting on sales figures, employee wise
sales, department wise sales, monthly sales, sales trend analysis, product sales
analysis, product group wise sales analysis, employee/product wise profitability
tracking, dealer sales etc.
2. Target based reporting – supports both profit based and turnover based monthly
targets. These reports can also be used to calculate commissions.
3. Pipeline reporting for sales planning and revenue.
4. Business status and progress in terms of customer acquisitions and retainment,
location penetration, lead analysis, competitor data analysis and lost opportunities
analysis. These factors could be analysed based on sales staff /products/product
category or in general.
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Centralised Contact Management
Contact management is totally centralized, but allows headroom for sales staff to
keep their customers as private from other sales staff. Contacts connected to customers
are tagged with the customer and contact details of customers and contacts belonging
to un-realised projects are also available in the database. This database can be
used for campaigns for upselling, cross selling and concept selling. Contacts other
than business contacts, can also be entered in the database. Centrallised storage
allows the contacts to be pulled into other modules like maintenance contracts,
service and calibration. Email to SMS gateway can be used to send SMS to contacts
using their mobile numbers.
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Appointments/ To-Do List
Appointment/To-do lists are totally centrallised, but only owner/superior accessible.
Sales appointments, sales visit schedules, sales plans, service appointments, service
visit schedules etc also appear in the same list. If an employee has sufficient
access privilege, he can create a to-do entry for another employee. For example,
sales manager can create a reminder for a sales staff, so that when the sale staff
logs-in, reminder will appear in dashboard. In many cases, system will automatically
create appointments for an employee.
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