Sales Monitoring System means electronically monitoring on how much sales a company is making, and
how much profit is being earning.It is the process of continuously gathering
customer data and is a tool that empowers salesperson to update reports daily
and easily, even on field.
It is specially prepared
for those employees who are responsible for sales of the organization.Building a sales monitoring system is the best
decision every company is looking for as it helps us to improve their sales
performance, and we can do analysis so as to allocate the efforts to make the
right changes in the sales performance, to find best business opportunities,
find and replace dropouts in sales funnel and proper follow-up.
Sales
Monitoring tool is one of the fastest, most effective and reliable ways of
sending daily, weekly and monthly business reports which helps marketing and
sales professional to send daily and monthly reports.It also eases customer management, maintaining
records and follow ups. The sales monitoring system tracks leads as they move through
the sales pipeline and reminds sales manager to do follow-up with the prospect.
This process involves lead generation, lead and scoring, sales forecast, stages
of the sales pipeline, and constant follow-up.
Sales monitoring system
helps in streamlining business operations, managing data, analyzing data,
follow ups, customer retention better decision, visual sales process, automated
sales task, remote selling abilities,
Features like Customer communication History, Customer contact
information, Key Customers, Leads, Inquiries, Quotations, Payments follow up, sales forecast, sales
pipeline, managing task, dashboard , sales order, Invoicing, employee
performance, sales growth comparison, expenses, various sales reports for
analysis, email alerts & notifications enhance its utility for better sales
performance.
Our Sales Funda® CRM Mobile App helps you access
to software anytime and anywhere for business decision support.
We have also successfully developed and launched business websites also have developed some software packages for sale for our customers.We aim to
continue our expansion activities for software development with professional
approach and offer software solutions to companies so as to improve their
overall productivity.
Activities
Sales
Monitoring Features
User-friendly
Features
Dashboard on Homepage
with important feature
Shows sales overview
what to do, Enquiry status, Reminders, invoice overview,Enquiry status,
Enquiry status enquiry
by count, value and branch, Enquiry lost reason
Leads Overview and
lead by employee
Project task and
status
Quotation by count and
value
Upload Documents &
Download Documents for quick use
Sending emails,
quotations to customers with attachments.
Meeting and comment
report in graphical interface
Employee Attendance,
Leaves & Holidays register & Employee Target Report
Upcoming payment
Employee can request
for leaves & facility for approval online.
Products
List
Generate product list
Customers
Details
Maintain client data
by regular updating
Add Customer List – by
importing file or by adding manually.
Maintaining Customer
History.
Enquiries
& Quotations
Add Leads and display
them.
Add New Enquiries
manually product and service enquiries
Add Enquiries &
Quotations and generating reports
Enquiry list and Enquiry review by count and amount
Sales Forecasting
Generating Quotation(product
and service) and sending PDF to clients
Show updates of
pending enquiries/quotations from field reports.
Updating call details
by telesales department
Invoice
Add Invoices
Generate credit note
list
Generate Proforma
Invoice
Generate Invoice
Employee
Master
Managing Employee
details.
Managing employee
Attendance
Employee Location
Tracking.
Sales
Reports
Create daily report
and send online instantly.
Show reports Employee
wise, customer–person wise, & customer wise.
Reports of
Enquiry/Quotation/Payments follow up.
Consolidated Report
Expenses
Maintaining accounts
Employee expenses &
for approval by the admin
Show Employee-wise
Expense Statements.
Payments
Add pending payments
list manually.
Show updates on pending
payments from field sales reports.
Performance
Monitoring
Incentive Scheme for
Employees for boosting morale of employee
Evaluate Employee
performance for appraisals
Next step: Explore Sales Funda® CRM , ERP , or book a demo . Browse city guides on Locations .
Next step: Explore Sales Funda® CRM, ERP, or book a demo.