Lead to Quote
Lead Management

 

GENERATE AND NURTURE LEADS, TRACK THEIR ACTIVITIES AND BEHAVIOUR TO QUALIFY.

Cloud based lead management software enables sales team to capture leads, track activities and behaviour, qualify them, nurture until the end process of closing the deal.

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INCREASE SALES TEAM EFFICIENCY BY GUIDING THEM IN RIGHT DIRECTION.

  • Solutions allows to eliminate lead leakage by capturing leads from both online and offline channels.

  • Provides easy to use solution for qualifying and prioritising leads based on the profile and behaviour.

  • Helps to reduce response time by tracking status, creating followup tasks and interactions of the sales people.

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LEAD CAPTURE

Automation ensures that each lead is fed into the system directly or integration with online channels, preventing lead leakage of any sort.

 

LEAD TRACKING

No matter where the lead is generated, it’s easy to manage in one single view, It offers multi channel communication with customers.

 

LEAD ANALYTICS

Lead dashboard displays intuitive analytics to business owners to understand pipeline and take decisions faster.

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Costing Management 

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ESTIMATE INTERNAL COSTS BASED ON ENQUIRY 

CREATE COST ESTIMATES WITH REFERENCE TO REQUIREMENT SPECIFICATION.

Enables sales to team to seamlessly pass on requirements to internal teams and get the accurate internal costs to create competitive proposals.

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IMPROVES THE PROCESS OF BENCHMARKING COSTS AND CONTROLS

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Enables to capture all aspects of costs which can be categorised or grouped for planning and execution.

Allows to add multiple sections which provides cost breakups by products, services, overheads and indirect expenses.

Helps costing teams with powerful functionalities to easily derive the costs and get it approved.

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CREATE COSTING

Allows to create costing by selecting products and services from item master and select fixed or variable pricing.

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ADD SECTIONS

Sections enables costing team to categorise or group the various costs in order to understand the right level of margins and discounts.

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C0ST APPROVAL

Brings compliance in the overall costing process by routing the estimates to different level of authorities and reduces overall cycle time.

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Quotation Management

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YOU CAN IMPROVE PRODUCTIVITY AND ACCURACY TO INCREASE CLOSING RATES 

THIS SOFTWARE MANAGES AND ORGANIZES ALL YOUR PRICE PROPOSALS IN A SYSTEMATIC WAY.

Cloud based Sales Quote Management software has the functions to create, maintain and send proposals to group of customers. You can always refer the well-maintained records in the future. With the help of Sales Quote Management software your sales department can handle multiple tasks simultaneously.

EXCLUSIVELY DESIGNED SALES QUOTE MANAGEMENT SOFTWARE

With our Sales Quote Management information is in one place so it’s easy to prioritise and make quick decision. Consistent pricing, discounting and right mic of components you can generate quotes for customers.

Monitor quotes, cost and margins, and performance by our solution and ensure consistency and maximize profit. Rest easy knowing exactly when and how often your customers open your quotations and follow-up emails.

Reduce the time and lower the error margins by standard and structured templates for sales quotes. Automate your CPQ (configure, price and quote) and sales process with our lightning fast software.

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makes it easy to work anywhere

FAST AND ACCURATE

We help you to generate accurate and quick quotes, build better deals and increase revenue.  As sales quotes are generated leads and forecasts are updated automatically, this gives you visibility which quotes need follow-up and which have expired.

 

FORECAST SALES

It helps to improve your sales forecasting by projecting when a customer will place an order and how it will affect your financials, allowing you to prepare your production processes accordingly.

STREAMLINE SALES PROCESS

With our guided selling, product and price selection your sales team can streamline to minimize time and errors. With customization options you can apply business rules and logic to meat the need of the customers and your business.

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