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| CRM |
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Event Management
Classification of events Event planning Prioritization of events Association to sales teams Leads Maintenance
Maintain Leads
Lead – Account Conversion
Assessment of leads Conversion of leads Account and Contact Management
Maintain Accounts Account types, industry, turn over, market potential, sales person Current Setup
Opportunity Creation and Assessment
Sales person Task Reporting
Maintain sales task
Inquiry Tracking
Mode of enquiry capture Details of enquiry capture Association to sales teams Maintain Sales Quote
Terms and conditions captured Reference to pricelist Association to sales teams Taxes, charges and discounts Maintain Sales Order
Order acknowledgement Delivery date commitment Reference to quotation Revenue allocation to cost center Maintain Packslip
Shipment of goods from project zone Capture of lot/serial numbers Maintain Customer Order Invoice
Provision to modify price Payment terms capture Multiple invoices against single order Maintain Customer Receipt
Receipt at bank/cash Adjustment with Invoice Bank charges accounting |
| To know about the major pain areas our CRM Module can solve, See Demo |
