Sales Monitoring System means electronically monitoring on how much sales a company is making, and
how much profit is being earning.It is the process of continuously gathering
customer data and is a tool that empowers salesperson to update reports daily
and easily, even on field.
It is specially prepared
for those employees who are responsible for sales of the organization.Building a sales monitoring system is the best
decision every company is looking for as it helps us to improve their sales
performance, and we can do analysis so as to allocate the efforts to make the
right changes in the sales performance, to find best business opportunities,
find and replace dropouts in sales funnel and proper follow-up.
Sales
Monitoring tool is one of the fastest, most effective and reliable ways of
sending daily, weekly and monthly business reports which helps marketing and
sales professional to send daily and monthly reports.It also eases customer management, maintaining
records and follow ups. The sales monitoring system tracks leads as they move through
the sales pipeline and reminds sales manager to do follow-up with the prospect.
This process involves lead generation, lead and scoring, sales forecast, stages
of the sales pipeline, and constant follow-up.
Sales monitoring system
helps in streamlining business operations, managing data, analyzing data,
follow ups, customer retention better decision, visual sales process, automated
sales task, remote selling abilities,
Features like Customer communication History, Customer contact
information, Key Customers, Leads, Inquiries, Quotations, Payments follow up, sales forecast, sales
pipeline, managing task, dashboard , sales order, Invoicing, employee
performance, sales growth comparison, expenses, various sales reports for
analysis, email alerts & notifications enhance its utility for better sales
performance.
Our SalesFundaa CRM Mobile App helps you access
to software anytime and anywhere for business decision support.
We have also successfully developed and launched business websites also have developed some software packages for sale for our customers.We aim to continue our expansion activities for software development with professional approach and offer software solutions to companies so as to improve their overall productivity.
Activities |
Sales
Monitoring Features |
User-friendly
Features |
Dashboard on Homepage
with important feature |
Shows sales overview
what to do, Enquiry status, Reminders, invoice overview,Enquiry status, |
|
Enquiry status enquiry
by count, value and branch, Enquiry lost reason |
|
Leads Overview and
lead by employee |
|
Project task and
status |
|
Quotation by count and
value |
|
Upload Documents &
Download Documents for quick use |
|
Sending emails,
quotations to customers with attachments. |
|
Meeting and comment
report in graphical interface |
|
Employee Attendance,
Leaves & Holidays register & Employee Target Report |
|
Upcoming payment |
|
Employee can request
for leaves & facility for approval online. |
|
Products
List |
Generate product list |
Customers
Details |
Maintain client data
by regular updating |
Add Customer List – by
importing file or by adding manually. |
|
Maintaining Customer
History. |
|
Enquiries
& Quotations |
Add Leads and display
them. |
Add New Enquiries
manually product and service enquiries |
|
Add Enquiries &
Quotations and generating reports |
|
Enquiry list and Enquiry review by count and amount |
|
Sales Forecasting |
|
Generating Quotation(product
and service) and sending PDF to clients |
|
|
Show updates of
pending enquiries/quotations from field reports. |
|
Updating call details
by telesales department |
Invoice |
Add Invoices |
Generate credit note
list |
|
Generate Proforma
Invoice |
|
Generate Invoice |
|
Employee
Master |
Managing Employee
details. |
Managing employee
Attendance |
|
Employee Location
Tracking. |
|
Sales
Reports |
Create daily report
and send online instantly. |
Show reports Employee
wise, customer–person wise, & customer wise. |
|
Reports of
Enquiry/Quotation/Payments follow up. |
|
Consolidated Report |
|
Expenses |
Maintaining accounts |
Employee expenses &
for approval by the admin |
|
Show Employee-wise
Expense Statements. |
|
Payments |
Add pending payments
list manually. |
Show updates on pending
payments from field sales reports. |
|
Performance
Monitoring |
Incentive Scheme for
Employees for boosting morale of employee |
Evaluate Employee
performance for appraisals |
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