CRM Management Software, sales management software, Uncategorized

Lead Management Software

We provide easy solutions; with clear and concise advice that will bring your sales team closer to the lead management you expect. Our solutions will be easy for your sales teams to adopt and will provide management with the control they need to make effective decisions. Sales leads are the driving force behind your business, and you can’t afford to handle them poorly, or worse, lose them all together.
Managing leads have never been easier. You can engage with prospective and current clients in a rapid and responsive manner while building and targeting the profile of your ideal prospects. There’s never been a better time than now to make the transition to lead management software, built on a CRM platform from our Sales Management CRM Software.

We can deliver a simplified CRM solution for a budget that fits your business. We know that you need a realistic CRM solution and we’ll use our technical expertise and deep sales process knowledge to deploy your software in a way that will leave you satisfied, and your future customers even more so. We can solve any sales problem, and have fun doing it.

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Sales start with leads. Capturing, nurturing and tracking sales leads is essential to convert them into revenue generating opportunities.

Core Functionality of CRM Management Software

The process begins with sales planning and ends with the generation of leads. Important functions include:

• Planning & Targets

• Personal Information Manager

• Document Management
• Appointment & Tasks

• Target Group Management

• Campaign Management

The process begins with prospect planning & ends at customer acquisition. Important functions include:

• Lead Tracking

• Quote & order capture

• Dynamic Pricing

• Product Pricing

• Alerts Manager

• Claims Management

The process begins with order management and ends with continuous support. Important functions include:

• Order Management

• Collaboration

• Delivery Fulfillment

• Billing & Collections

• Knowledge Management

• Customer Help Desk

Lead Management
Customer management system tools qualify leads, assign by region and qualification to the right sales reps, and keep track of progress using our built-in tools.

Opportunity Management
Use Sales Management software to track timelines, follow up on all opportunity-related tasks and ensure compliance with your approved opportunity management policies (proposal authorizations, etc.).

Account Management
With sales365cloud – client management software, you’ll get a holistic view of the customer, including customer contacts, tasks, sales opportunities, price quotes, order backlog, shipments, invoices, payments, billing status/aging – all consolidated within a single work area.

Sales & Order Targets
Advanced sales management software, Priority helps you create a hierarchy of targets for sales reps, rolling up through the regional level and above.

Target & Forecast Analysis
Slice and dice sales pipeline opportunities by region, timeline, sales rep, product line, quantity, and other dimensions. Roll up data to generate aggregates across any dimension (product, region, sales team and more), or drill down for the details that make up the aggregates.

Marketing campaigns
Creation, management, and measurement of marketing campaigns to selected market segments.

Reports Management
Create and customize reports as per your requirement.

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You must be aware about Sales management Software Features before purchasing any CRM Software

New start-ups are emerging each day and the existing businesses are expanding itself giving a tough run to their competitors. Businesses now have become a way too complex and competitive making it difficult to retain customers. On the other hand, it’s a plus point for the customer; they have the number of options available. If you fail to provide the service they want, at the time they requested they are definitely going to look for the next best option.

Make sure Sales Management Software vendor has these basic features:

Now it’s a high time you change the traditional methods of running the sales team and adapt sales management software that makes sure that your sales team and your potential customers are freed from all that extra stress.

There are some key features which you should always look for when getting yourself a sales management software.

  1. Contact Management

In every business sales department, it’s actually people interacting people. Therefore it is necessary to have a comprehensible contact management system in place. Customer data is organized in a centralized location. Various customer data like his contact number, demographic, customer service interaction can be saved and retrieved here.

  1. Lead Management

Helps you get a 360-degree view of the sales activity, deals cracked till now and tasks undertaken. It also connects to the contact management system which provides a complete view of the customer and his interactions so far.

3. Dashboard

It consolidates streams of data coming from various sources in a meaningful way that generates patterns trends and behavior and other market insights. Some software also provides advanced features like tracking lead data from the third party websites.

4. Deals and task

Sales Management tools allow you to add, assign and track significant items and add them to your business pipeline. Deals and tasks get populated by itself using customer data. Another way to do this is updated using real-time information.

5. Sales Order Management

It’s the time when all your hard work pays off starting from your first interaction with the client till when he actually places an order. This is one of the most important features your software should have. as it ensures you are making your customer happy by delivering products on time irrespective of their geographical location. You can incorporate this feature or can get yourself a completely different sales order management software to track the delivery process from the moment the order is placed till it is delivered to your customer. Your software should be able to do some core functionality, obviously starting with sales order management, General Accounting, Inventory Management, Warehouse Management and Delivery Management.

Now if you are multicenter organization then you will have to look for one more additional feature i.e the lead distribution feature. It’s very important for such organization to manage few things to avoid mistakes and increase efficiency. These are listed as below:

  • Centralized Lead Management in place: Have a centralized lead Management Software in place, but also take proper care of how its access should be granted. Restrict users from viewing confidential information. You would obviously not want to overwrite data by the sales manager from another location.
  • Distribution of Lead Automatically: The software should automatically distribute lead to particular centers and salespeople using location and another lead attributes. This avoids manual errors, makes the potential customers experience better as local communication give them a flexibility of expressing their needs in the language they are most comfortable.
  • Different Analytics for different centers: Gives an Analytics report that helps you analyze if a particular center is getting proper ROI. It also gives you details about the best and the worst performing centers so the future actions to be taken can be decided accordingly.

You will exactly know about our software Sales365cloud Features using below snapshot.

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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.
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