Once lead is added in CRM on cloud, all activity via email, event can be tracked in Peacksoft. Lead statistics for open/close deals can be generated in lead dashboard.
User can add many activities like Task, Email, event for tracking the lead progress towards Opportunity.
User can set reminder to any lead task for a given date and time and get notification sent via email. User can add as many notes against any lead activity from lead details report as shown below.
Read more on CRM Lead/Enquiry Management
Any Lead is marked new opportunity after activity tracking with prospects. New Deal/Opportunity is added into the system.
User can add potential deal value and probability of deal closure and date.
Once deal is speculated, user can add sales quotation from it and start engagement with prospects. Deals are followed up in the system through several pipeline stages.
Read more on CRM Deal Management
Sales Quotation is the commercial proposals for the products/service as requested by the lead.
User can maintain multiple revisions of the proposals and maintain the quotation status as and when engagement with prospects/customer goes.
Read more on CRM Quotation Management
Sales person activity planning
add sales person visit schedule for a given date and time with customer product details. The corresponding visit schedule can be checked from each employee login (ESS Portal).
Admin user needs to schedule date and time and allocates to employee with target customer and place in each sales visit.
Sales Person tour planning
For any sales person, multiple client visits can be scheduled according to optimized route of customer locations so that maximum customer coverage is achieved in shortest time and route path.
Sales Person Visit report capture
For every client visit, sales person should maintain visit report which can be verified by manager and above.
Read more on CRM Sales Field Automation App
CRM Analytics of Peacksoft ERP shows monthly chart of Leads, Deal, Quote, Sales Person Visit, Forecasting and sales Pipeline.
Dashboard has the short summary of Sales Visit schedules due in coming days and overdues from the scheduled date. User can work on these schedules as it allows user to directly manage
those schedules from the dashboard..
Read more on CRM Analytics
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