Build, Maintain & Strengthen your Customer Relationships
Inputsoft can develop the Best Fit CRM custom solution for your company. A CRM solution consists of the following features:
Lead Management
Leads are raw details of company, person or business opportunities which are unqualified sales opportunities gathered at various situations likje trade shows, seminars, advertisments etc.
- Automate and accelerate lead management from lead generation > Qualification > Conversion > Sales Opportunities.
- Capture leads directly from your Web Site using Web-to-lead forms.
- Import leads from external sources.
- Set up lead assignment rules to automatically assign sales-ready leads to sales persons.
Track Sales Opportunities
Customers that show clear signs of closing a deal or proceeding with a complete transaction are opportunities. They request quotes, relevant product details and make offers for payment.
- Track all sales opportunities end-to-end in a sales cycle
- Associate Sales opportunities with accounts, contacts, activities, and other modules to have a 360-degree view of opportunities
- Track competition on each business opportunity
- Analyze the sales stage and probability of winning deals
- Analyze the Sales Funnel and eliminate any bottlenecks in the sales process
- Use Workflow Managmenet to reduce bottlencks in the sales automation
- Generate sales quotes orders and invoices from the sales opportunities.
Manage Customer Accounts
An Account represents a company, organization, business. Account management is the process of managing the communications and transactions with businesses having many contacts and divisions.
- Track all customer accounts and related contacts, business opportunities.
- Generate sales quotes, sales orders and invoices for the accounts
- Track purchase history of customers and analyze opportunities for up-selling and cross-selling
Manage Contacts & Address Book
Track all contacts and related sales opportunities, sales activities, and other details from a common repository.
Follow up Sales Activities
- Log all important customer calls, notes and conversations for a quick reference
- Store customer meetings and calls in calendar
- Manage daily tasks of the users to have a streamlined sales process
Forecast Sales
Estimate how much revenue you can geenerate in each fiscal year. Identify the sales persons who met their targets.
Generate Sales Quotes
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