sales leads tracker software
TRANSCRIPT
PRESENTATION ON
Sales Achieve
Sales Lost
Enquiry Regretted
Follow-ups on progress
Payment Received or Pending
Detailed Report
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Customer Raised an Enquiry Data to be input in our Systems
Enquiries can be changed on the basis of
Save TimeReduce ErrorsDrive sales
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
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
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.
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
PPT slides that explains the merits & features of 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
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
Enquiry List screen provides complete consolidated enquiry details with convenient
filter option available, required to find out the status & details mention
Enquiry List
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
Action List
Action List screen gives completed consolidated details with all sort of
filter options available
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
Order List
Order List screen gives complete consolidated enquiry details with all
sort of filter options available
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
Interested, please sendus an Enquiry
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