Sales Team Management Software
Track Sales Team, Increase Sales Efficiency & Productivity
Sales Team Management module helps sales team to plan, prioritize daily activities such as calls, followups & Visits. The module consists of Activity Screen, Due Date, Time, Email/SMS Reminders, Activity Completion Notes.
- Plan, Assign, Track Review - Calls, Tasks & Visits
- Send Email/SMS Reminders to Sales Team on Due Time
- Review Missed or Overdue or Escalated Activities
- Sales Team Tracking of Daily, Weekly, Monthly Reports
Sales Activities Management
Activities Planner
Plan daily, weekly activities of sales team in list & calendar view.
Daily, Weekly, Monthly Calendar
View sales team plan in calendar, change plans in drag & drop planner.
Email & SMS Activity Reminders
Send Email/SMS Reminders to Sales Team 30 minutes before due time.
Activity History
View all the activities against a specific lead or customer along with user details.
Daily Activity Reporting
Sales team can use mobile app for daily activity reporting along with sales details.
Activities Overdue Escalation
Reports on overdue activities, activities that are not created on leads or opportunities.
Sales Team Tracking Reports & Business Intelligence
Daily Visit Report on Email
Sales Managers will automatically get daily sales team visit report in email.
Daily, Weekly Productivity Report
View sales team call/visit counts on daily, weekly basis to measure productivity.
Telecaller Performance Report
Report to review daily new calls, follow up calls made by telecalling team
Overdue Activities Reports
Reports on overdue activities that are not completed beyond due date/time.
Sales Calls & Follow Up Reports
Daily new & follow up calls report used by telecalling team for daily calls.
Detailed Activity Report
Complete activity details including name of customer, nature of activity with remarks.
CRM Salient Features
Lead Capture
Capture Leads Automatically From Various Sources
Lead Assignment
Assign, Track & Manage Sales Leads with Activities
Opportunities
Manage Opportunities & Sales Pipeline with Stages
Task Planner
Plan Activities to Team with Email/SMS reminders
Mobile CRM App
Complete Mobile CRM that works even when Offline.
Integration
Integrates with other leading software systems.
Email, SMS Alerts
Send automatic & Manual Email/SMS communications
Customization
Customize forms, fields, reports to suit your business.
Reports
Business Intelligence Reports & Customized Reports.