Generate an Enquiry number. Add all customer details, allocate a status to the lead (cold, hot, warm). Search for enquiries raised on the basis of dates, numbers or client name.
Know MoreManage detailed Follow-Up lists at all times. Build detailed Follow-Up list by Account Name, Zone, enquired Product Category, Enquiry Status and Follow-Up status.
Know MoreTrack all the quotations sent at one time. Get compiled reports on the Quotations sent and status by Enquiry No., Account Name, Quotation Prepared by, Number of Revisions done.
Know MoreRespond to the Need for samples or demos generated by the leads. At the quotation phase itself, generate instant store request for such Demo or sample products.
Know MoreTrack and manage Enquiries. Track and manage Enquiries by Accounts, Product Categories, Geographic Markets, Account Executives, Enquiry Status, Win Status and Actions Taken.
Know MoreRecord detailed information of each sales transaction. Recording my customer details, sales details, enquiry details, product details, Installation charges applicable.
Know MoreGenerate Service Contract at the sales point itself. Allocate service contract type, interval Manage by warranties, free services, and related business promotion offers
Know MoreA simple process to register all complaints. A simple process to register all complaints. Allocate an action for the damaged product like moving to Inventory or sending it to the Supplier.
Know MoreTrack the status of the assigned Executive, Schedule date, and Follow-up. Recording my customer details, sales details, enquiry details, product details, Installation charges applicable.
Know MoreIdentify if a certain complaint is chargeable or not. Skip billing, if the complaint falls under the Non-chargeable category.
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