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Sales Visit Management System (SVM)

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Multi-User System:
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 management.

Reporting:
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 to use.

Data Export:
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.

Forecast Customization:
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.

MIS Reports:
Following reports would help management for better forecasting and business analysis.
  New customers added in a month
  Reminder Reports
  Help Needed by sales reps
  Forecasting Report
  Call movement
  Customer wise visits made
  Pending list of complaints
  Principle wise Forecasting

Features & Benefits:
  Visit information capturing
  Product discussed during visit
  Visit merge
  Calls made by representatives
  Follow ups
  Quick search
  Graphical reports
  User Privileges
  Integration with Microsoft through Microsoft Outlook, MS Word. Also supports PDF formats


Click for Demo !!!

Download Brochure !!!

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