Sales Management

Seamlessly integrate all sales entities like employees, channels, leads, existing customers, products and locations. Maximize the sales leads funnel and conversion through sales work management, sales activity report, sales planning, field trip-tour planning, geo-location GPS tracking and enterprise mobility for sales person on the move.

Sales Productivity

Leads Funnel

Leads Conversion Ratio

Conversion Speed

CRM Sales Lead
                Sales Management

Sales Leads Funnel Management

Capture & Classify leads through various channels, and allocate them manually or automatically. Set up work-flows & stages for different lead categories (i.e. individual vs. corporate sale). Configure lead master as per your requirements. Add unlimited Tags to leads like priority, customer type and lead sources.

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Sales Leads Management


Sales from Channels

Sales Leads from Channels

Track sales activities done through 3rd party Sales Channels. Ensure regular Channel Relationship Management to report on the business generated. Do an analysis on performing vs. non-performing channels, the turn-around time of closing the leads and channel profitability.

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Sales from Existing Customers

Ensure that you are in touch with existing customers for more business. Set-up sales target from existing customers, customer contact expectations, track actual contact made, the business generated from existing customers, and closure record. Reporting & Analysis includes value-index of customers, business patterns from existing customers, profitable products sales and dissatisfied customers.

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Sales from Existing Customers


Daily Sales Report and Activity management

Sales Representative Daily Activity Report

Allocate multiple sales activities to a single employee depending upon his role. Enable a sales person to capture details like contacts related to sales leads, the outcome, follow-ups, next-action and location visited. Update the stage of maturity of the leads as well as the category of leads in terms of Hot-cold-warm.

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Sales Planning, Targets and Standards

Undertake planning management where you can make monthly or weekly sales plan. Make plan for any custom periods, plans for special campaigns and custom durations etc. Configure parameters on which users can do planning. Assign different kind of parameters for planning on different entities.

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Sales Planning and Standards Management


Sales Daily Work Management

Sales Employee Daily Work Discipline

Define kind of activities and job responsibilities an employee is suppose to fulfill during his working hours. Setup Daily work management activities for any role. Customize DWM on weekly, monthly or quarterly basis. Download his DWM manual in popular formats and use it as a work instruction guide.

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Sales Rep Trip-tour Planning

Plan your daily/weekly or monthly field visits of your sales teams to any external parties. On monthly, weekly and daily basis, select the leads, customers and channels for sales visits and respective dates, based on various factors like criticality or entity type or location proximity. Track and monitor the adherence to the travel plans.

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Sales Trip-tour Planning


Field Sales Force Geo-Location Tracking

Sales employee Force Geo-Location Tracking

Using GPS Geo-location tracking CRM4Sure application, track and monitor the field movement and location of your sales staff and team. Get the location details in form of a map display, email & SMS alerts and a supervisor movement tracking panel. Get real-time date on the time taken to travel, time spent in meetings with the customer and adherence to the travel plans.

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Sales Agent Enterprise Mobility

Get fully functional CRM4Sure on a mobile website, as required by your feet-on-street. Ensure portability with CRM4Sure on mobile for all platforms like IOS, Android, Windows and Blackberry. Make available on-the-go a fully functional and virtual CRM capability to every user at an enterprise level., including knowledge management, activity capture, single customer view, Notifications, and several other modules.

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Complete Enterprise Mobility


Sales Work-Flow Management

Sales Process Work-Flow Management

Set-up any kind of sales work-flow- related to leads from new sources, existing customers and channels. Create a separate work-flow with specific stages as per different sources, products and lead categories. IN other words you can have a user and situation specific sales process management.

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Sales Customer Campaign Management

Design and track Sales Campaign, with specific set of activities (special offers, festive offerings, product launch) with targeted set of existing customers or leads. Create and publish custom templates and messages. Monitor the sales-campaign response rate, along with activity report on target customer contact and response to your offer. Get reports and analytics on the campaign effectiveness and business results

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Sales Campaign Management


Sales Reporting and Analytics

Sales Performance Reporting and Analytics

Get highly dynamic sales Reports, Dashboards and Analytics. Publish rich and actionable information to your teams in a highly intuitive, slice & dice format. Deliver data to desktops, mobiles and tablets. Do real-time Click & Drag, drill down and hybrid analysis.

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Sales Person Organizer, Task and Schedule Manager

Let your sales employees get rid of their diaries, stick-on sheets and to-do spirals. CRM4SURE provides state of the art Task, Calendar and Contact management. Create and track appointments, actions and follow-ups. Configurable homepage displays snippets of your work for the day, pending items, dashboards, trip plan for the day and many other items. A permanently active sidebar-drawer will be a constant reminder and highlighter as you go through your day.

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Sales Organizer, Task and Schedule Manager


Sales Notification, Alerts and Communications

Sales Notification, Alerts and Communications

Keep your leads, customers and sales teams informed and updated in real-time by multiple channels of Email, Pop-Ups and SMSs. Create the notification triggers and communication templates. Ensure that exceptions and issues are quickly escalated and made visible to the right decision makers. Be it ageing of leads, conversion stage of a sale, field-visit by your sales teams or a customer response to your sales campaign, stay informed as it happens.

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Sales Executive Compensation & Incentives

Calculate and inform your sales people on the incentive and monies they have made or are expected to make, based on their current and projected performance. Sales incentive is a great motivator for sales troops and CRM4Sure enables you to set-up rules and generate the sales compensation details. You can mention various projected scenarios performance and money-making to your sales person, and thereby set-up a more engaging targets for him.

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Sales Compensation & Incentives


Sales Training & Development

Sales Representative Training & Development

With the support of our knowledge and learning module, provide the world-class and intuitive training to your sales teams. Deliver context-sensitive tips, sales techniques and training videos on mobile & desktops for your sales troops. Create on-mobile short learning modules and assign them to employees based on their needs and skills. Reduce your sales training expenses and increase learning effectiveness multi-fold.

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