Sales Activity Management System
A comprehensive solution to help track your entire sales process from lead capture through order acceptance. Covers the entire sales force including tele-sales, field sales and channel partners into a single integrated system. Managers are able to keep track of their own team using dashboards that bring out key performance indicators and highlight actionable items.
This solution has been extensively tested and used by businesses who provide a wide range products and services, and has proven to improve average conversion ratios as well as reduce average sales cycle times.
Sales Document Management System
Create all sales documentation including proposals, quotations, invoices, collections, letters and presentations using standard and customized templates. Manage an online library of ready-to-use components such as product images, technical information, price lists, solution configurations, diagrams and charts etc. Components from the library can searched and dropped into documents such as sales proposals. In addition, all documents created online are stored in a shared document archive, with permissions to different users based on their roles.
Improve your sales conversions by creating sales documentation that is consistent in information and professional in looks.
Customer Order Tracking System (COTS)
Provide online tracking of your orders pipeline and status for your customers, channel partners and sales team. Customers are provided a login and password that allows them to review the entire history of orders placed, and a detailed status report for all orders. Tracks various phases of order processing, with facility for customers to send or receive messages from the company. Customers can also receive automatic email or SMS updates on their orders. This is especially useful when there are situations where orders are stuck due to insufficient or incomplete information or documentation.
Keep your customers in the loop while your orders are being processed. Save your sales persons’ valuable time by allowing customers a direct access to order status instead of asking your sales person for updates. Create a significant competitive advantage by providing customers a professional service.
Customer Support Tracking System (CSTS)
Capture customer support requests using an web-based support portal. Customers can login and enter support requests. Support requests can have attachments such as screenshots, documents or drawings that illustrate the request further. As soon as a request is received, the customer support desk is sent an email/sms alert. Support personnel can retrieve the information or update the status of the support request by logging in with their individual login ids. Customers receive email / sms alerts when support requests are updated or closed.
Also available now! – A voice-activated interface to the customer support tracking system. Provide an automated interactive voice response system (IVRS) that can be used by customers to call in and submit support requests. Requests from the IVRS are automatically added to the web based system, which can be tracked similar to web submitted requests.
Reduce your customer support costs while improving service levels to your customers!
Accounts Receivable Management System (ARMS)
Keep track of your accounts receivables in a single, centralized system. Invoices can be entered with details such as delivery date, amount payable, customer contact details etc. Each invoice can be tagged to a person responsible for sales or collections. The person responsible gets alerts when the invoice becomes due for payment by email or SMS. All payment follow up activity can be logged, so as a detailed history or log is maintained. Collections are entered against the invoice when a payment is received by the person responsible or by the financial accounting department.
A detailed analysis of outstandings are provided, including ageing analysis, cash flow projections and customer-wise payment histories. Management alerts are included for situations that require intervention, such as when a payment is delayed beyond a specified time period, or when the amount receivable is higher than a specified amount. The system is completely customizable and can be directly integrated with any back-end financial accounting application.
