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CRM Management software features guide you to boost your sales

Are you still using CRM software or Excel Sheet to manage your sales data? Are your sales campaigns failing to meet monthly sales targets? Every business specialization deserves dedicated software, from customer relationship management to employee management and beyond. So if you are a sales manager and need to boost your sales margin why not use a sales management software?Are you still using CRM software or Excel Sheet to manage your sales data? Are your sales campaigns failing to meet monthly sales targets? Every business specialization deserves dedicated software, from customer relationship management to employee management and beyond. So if you are a sales manager and need to boost your sales margin why not use a sales management software?

CRM_Management_Features_sales365cloud_4 April,2018
Sales management software helps you automate sales procedures and redundant tasks such as attaining leads, quotes, conversions and generating periodic sales reports. Collecting key sales information in an Excel sheet is tedious and time consuming. With sales management software you can seamlessly calculate key sales performance indicators that include lead time, conversion rates, and win-loss ratio. Sales management software can give you a detailed picture of your sales team’s work on different products, services, locations, and customers.This article provides a comprehensive list of functionalities that you should look for before purchasing Sales365cloud – Sales management software. The features guide below lists the features of each functionality and the benefits they offer your sales team.Let’s start with an analysis of the core functionalities present in sales management software.

Core functionalities of Sales Management Software

⦁ Funnel: Manage all campaigns online at one place.

⦁ Dashboard: Make a plan with the team and assign a task.

⦁ Inventory Management: Using Barcoding functionality manage inventory.

⦁ AMC [Annual Maintenance Contract]: Maintain a record of starting and ending date of contract and history.

⦁ Complain Management: Users / Clients complain details.

⦁ Mobile CRM App: Mobile app functionality allow a user to update CRM anywhere anytime.

⦁ CRM – Loyalty Card: Credit management with history.

⦁ Budget Management: Targeted budget information about a perticular project. Or company monthly/weekly budget management history.

⦁ Campaign Management: Marketing related data will manage here.

⦁ Rights Management: As per designation and department rights will be allocate.

Detailing of Core Functionalities

FUNNEL: Centralise and manage all of your online campaigns in one convenient location with our Marketing Automation tool. Our Sales Funnel module helps sales team to forecast,focus,prioritize & win high probable sales opportunities. Successful and reliable sales forecasting is a key element of any sales strategy, and this is where our system really comes into its own.

DASHBOARD: Plan Task with team. Or you can assign task to perticular person. And also follow up details for that client you can store. In this module you can view log call of that client so any person get exact idea about that project. If group discussion or event is necessary for that client or product, you can create event for that client(project) and others which are involve in this project they are see that event. Using management tool user can manage organization and many branches at one place.

INVENTORY MANAGEMENT: Sales365cloud extends beyond the traditional CRM functions and enable complete sales cycle management features by integrating online inventory management features. Such as Products,Vendors, Sales, Orders, and Invoices with the Sales related modules such as Leads, Accounts & Contacts, and Opportunities. Barcoded imprinted Receipts makes it easy to enter the information in system fast and error-free.

AMC [ANNUAL MAINTENANCE CONTRACT]: We provide AMC Module in which you can add,view starting date and ending date of contract. You can assign contract to perticular person with notes related to project. You can view whole details of client so any person will assume the project motive. It manages all your customer details and their product purchase information. AMC module keeps track of all the information related to a particular annual maintenance contract which is accessible by just one click of a computer Keyboard.

COMPLAIN MANAGEMENT: Once a customer brought your product, each time he/she contact you for support you need to log a complaint with ticket number so as to track the complaint till it`s resolution up-to customer satisfaction.

MOBILE CRM APP:With Android mobile apps you can work from anywhere, any time. Mobile CRM App helps sales team to access the complete CRM in the mobile phone. Sales Team can view daily plan, update customer visits & update daily sales reports. The mobile CRM app has all relevant information such as leads, opportunities, customer contacts such that the salesperson can effectively close the sale.

CRM – LOYALTY CARD: Credit Management – Allow client to use your application without pay full payment of that application. In this tool save that client information with due amount and due date. After that day if client doesn`t pay full payment system will autogenerate mail and text and send to client for left payment.

BUDGET MANAGEMENT: Budget tool give you the functionality to save your targeted budget information about that project. You can also save team information which work on that project.

CAMPAIGN MANAGEMENT: In this tool, user can store information related exhibition, event spends exact cost. Also, store covered cost so you learn how much money you gain or loss from that exhibition or event.

RIGHTS MANAGEMENT: (Whom data see whom)Rights management tool useful to User so that he/she gave rights level wise. Like if you are company owner then you have all rights to add, view, edit or delete any content but if you are Employee then your rights are limited. Rights management also gave employee department wise.
For more details please visit: http://sales365cloud.com/

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