sales leads tracker software

15
PRESENTATION ON Sales Achieve Sales Lost Enquiry Regretted Follow-ups on progress Payment Received or Pending Detailed Report ` Customer Raised an Enquiry Data to be input in our Systems Enquiries can be changed on the basis of Save Time Reduce Errors Drive sales

Upload: domex-technical-information-pvt-ltd

Post on 06-Apr-2017

485 views

Category:

Software


0 download

TRANSCRIPT

Page 1: Sales Leads Tracker Software

PRESENTATION ON

Sales Achieve

Sales Lost

Enquiry Regretted

Follow-ups on progress

Payment Received or Pending

Detailed Report

`

Customer Raised an Enquiry Data to be input in our Systems

Enquiries can be changed on the basis of

Save TimeReduce ErrorsDrive sales

Page 2: Sales Leads Tracker Software

 Domex Technical Information Pvt. Ltd.

Our company is a 20 year old multi-dimensional company providing Sales & Marketing software products & customized software development in areas such as sales / marketing, HR, site management and logistics.

Domex also has a 20 year successful record in operating a KPO / BPO with customers from UK / EU, USA and East Asia countries. Our clients, comprise an expansive roster of covering a broad range of industries: automotive, financial services, retail, health care, insurance, etc.

About Us

Page 3: Sales Leads Tracker Software

Domex Sales Leads Tracker is a comprehensive software tool developed exclusively to cater all the needs of a Sales Team.

The software helps the sales personnel to manage leads, follow-ups and achieve sales closures efficiently throughout the entire sales cycle.

Sales Leads Tracker is perfectly aligned and tuned to fulfill the requirements of the Individuals, SME’s, Dealers & Distributors, Trading houses, and Larger organizations.

The inbuilt automated procedure enables the organization to easily keep track of all the enquiries and monitor the follow-up actions to achieve the targeted goal.

Our state of art, simple & user-friendly Follow-Up scheduler helps you to convert and analyze all the enquiries to maximize sales closures. The software also provides lost order reasoning which will help the management to make appropriate adjustments to their sales process.

About - Sales Leads Tracker Software

Page 4: Sales Leads Tracker Software

Software Features & Benefits

Simple dashboard to keep track of all the actions and performances.

Role-wise restricted access to customer data and inbuilt reporting structure to maintain no flaw, and also day to day monitoring.

Enables quick response time and special features to schedule follow-up’s and monitor the actions.

Easy to choose filter options to know the current sales performance, based on sales personnel, Lost order reasoning

Manage products, specifications, and pricing.

Track month-wise forecast of sales orders, in pipeline.

Export data to generate your own customized report for further MIS analysis.

Page 5: Sales Leads Tracker Software

Forms Details

Masters

Customer Master

Company

Product Master

Enquiry

Enquiry Form

Enquiry List

Order Details

Order Form

Order List

Task Details

Task Form

Task List

Action Details

Action form

Action List

Payment Details Payment details Form

Payment List

Page 6: Sales Leads Tracker Software

PPT slides that explains the merits & features of software

Page 7: Sales Leads Tracker Software

Status wise records which can be easily define, and take immediate action.

Easily identify today listed Follow-ups, also have a look

to missed follow-ups and future-ups

Here you can see the action pending enquires

Immediate reference of last 10 transaction records

regarding Enquiries, Actions & Order etc…

Dashboard

Page 8: Sales Leads Tracker Software

Fix Due Date

Add the customer Details

Add the Product Details

Add the mode of communication with the customer, also Add Next Follow-ups Details

Upload an Enquiry File Assign to executive or

yourself the next action

Enquiry Form

Page 9: Sales Leads Tracker Software

Enquiry List screen provides complete consolidated enquiry details with convenient

filter option available, required to find out the status & details mention

Enquiry List

Page 10: Sales Leads Tracker Software

Action Screen

View Enquiry details

Add product details

Change the status

Add Order Expected date

Remarks History

Fix the next follow up mode & date

Option - Attaching a quotation for reference

Option - change the status to the Order Lost with reason

Based on the status, likely the order received % will be

changed

Page 11: Sales Leads Tracker Software

Action List

Action List screen gives completed consolidated details with all sort of

filter options available

Page 12: Sales Leads Tracker Software

Task List screen gives completed consolidated enquiry details with all sort of filter options available

Click the link, which will take you to the action screen, then input the follow-ups details. And

also you can fix next follow-ups details

Easily identify today’s task, also the missed out follow-ups and future follow- ups

Task List

Page 13: Sales Leads Tracker Software

Order List

Order List screen gives complete consolidated enquiry details with all

sort of filter options available

Page 14: Sales Leads Tracker Software

Transaction ReportDetailed transaction reports covers almost all the fields like Customer /

Executive / Branch / Status etc….

Customized report can be taken by choosing the respective field which is required to be displayed, wherein also

excel output can be taken

Page 15: Sales Leads Tracker Software

Interested, please sendus an Enquiry

We Build Relationships

We respect your time

Email: [email protected] Mob: 9840056568