Business Operations Processes

Sales process

Manage Business Contacts

Manage Leads

Track Sales Opportunities

Close Deals

Manage Accounts

Follow up Sales Activities

Forecast Sales

Generate Sales Quotes

Set up lead assignment rules to automatically assign sales-ready leads to the sales persons

Qualify leads to next stage based on the information captured in lead details. Once leads are qualified for prospecting stage, convert them into sales opportunities, accounts, and contacts

Sales Opportunities

Associate Sales opportunities with accounts, contacts, activities

Track competition on each business opportunity

Analyze the sales stage and probability of winning deals

Analyze the Sales Pipeline and optimize the sales process

Alert the intended audience in your organization when a big deal closes

Set up sales escalation process through Workflow rules for sales automation

Generate sales quotes, orders, and invoices from the sales opportunities

Automation tools such as, lead generation & qualification, pipeline analysis, sales stage & probability analysis, competitor analysis, real-time forecasting, quota management, reports & dashboards and other useful metrics. These functions give a business an opportunity to completely focus on the customer life-cycle (lead generation – acquisition – conversion – retention – loyalty) rather than sales process, thus increasing revenue.

Manage Customer Accounts

Track all customer accounts and related contacts, business opportunities and other details from a common repository.

Generate sales quotes, sales orders and invoices for the accounts

Track purchase history of the customers and analyze opportunities.

Identify referrals from customer accounts and contacts for promoting new products and services

Manage Contacts & Address Book

Track all contacts and related sales opportunities, sales activities, and other details from a common repository

Manage hierarchy of contacts within your customers company to have a better coordination while dealing with customers

Set up contact assignment rules to automatically assign contacts to the sales force in your organization

Synchronize contacts between tools.

Log all important customer calls for a quick reference in future and follow up Activities

Store customer meetings and calls in an intuitive calendar

Manage daily tasks of the users to have a streamlined sales process

Set up recurring events with daily, weekly, monthly and yearly


Sales and Revenue

Estimate how much revenue you can generate in each fiscal or financial year

Identify the sales persons who met their targets for fiscal quarter/year

Predict the revenue generation for the forthcoming quarters

Create fully customizable forecast reports and dashboards

Outstanding sales quotes from your prospect Accounts

Sales Quotes

Add line-items to the sales quotes and update sub-total, taxes, adjustments, and grand total amounts

Select different prices for the same product as per your customer segmentation

Create printer-friendly sales quotes and send to the prospects through email