Setup as many individual as you like, each with their own passwords. This
enables you to keep track of which person took which call, run reports on
individual users and allows users to personalize their preferences. Multiple
Views - Use the predefined views to easily check the status of sales calls and
keep track of your own sales calls.
Daily Call Report:
Sales representatives need to fill information about visit including contact
information, call type, discussion details, and expense details and next follow
up details. This data gets transformed into your DCR template and e-mailed to
The reports system can be used to keep track of your users and the amount of
sales calls they are answering / closing. Additionally it can report on the
amount of sales calls not closed within your chosen lead time. A Pie chart
representation of the report can also be produced for your use.
Easy Data Entry:
Raising a call is a simple as can be. Open the New Sales Visit, enter a few
simple details and save it - it's as easy as that! You can even save companies
and products on the fly, so the next time you need them they are there for you
Export data to Microsoft Excel with the click of a button.
Automatic Lead Routing & Alerts:
Lead assignment rules to automatically route leads to right sales authority.
Set custom alerts and rules so that management can get automatic notification
of critical business events.
Use any forecasting methodology you choose and view sales data by timeline,
manager, territory, individual sales rep, product line, expected close date,
and more. Roll up sales information across unlimited levels of sales regions.
Drill down for a closer look at the details behind the numbers.
Following reports would help management for better forecasting and business
New customers added in a month
Help Needed by sales reps
Customer wise visits made
Pending list of complaints
Principle wise Forecasting
Features & Benefits:
Visit information capturing
Product discussed during visit
Calls made by representatives
Integration with Microsoft through Microsoft Outlook, MS Word. Also supports PDF formats