ERP (CRM)

Event Management

Classification of events
Event planning
Prioritization of events
Association to sales teams

Leads Maintenance

Maintain Leads

* Lead Contact.
o Industry type
o Turnover
o Geographical segment

* Lead Source
o Lead type
o Lead rating
o Lead source information
o Leads interests & feedback

* Assess Lead
o Lead qualifier

* Convert Lead
o Converting lead into an account and opportunity.

Lead – Account Conversion

Assessment of leads
Conversion of leads

Account and Contact Management

Maintain Accounts

Account types, industry, turn over, market potential, sales person

Current Setup

* Problems faced
* Pain areas
* Expectations

Maintain key contacts

Opportunity Creation and Assessment

* Manage Opportunity

o Lead information, lead requirements, leads interests.
o Sales stage (current status of the opportunity).
o Competitors in race.
o Expected order date.
o Estimated revenue model & value.

Sales person Task Reporting

Maintain sales task

* Creation of task plan.
* Planned task authorization.
* Task booking against planned tasks.
* Task booking against lead, opportunity or account.
* Task booking authorization by supervisor.
* Supervisor remarks on the task performed.
* Execute sales administrative duties.

Inquiry Tracking

Mode of enquiry capture
Details of enquiry capture
Association to sales teams

Maintain Sales Order

Order acknowledgement
Delivery date commitment
Reference to quotation
Revenue allocation to cost center

Maintain Packslip

Shipment of goods from project zone
Capture of lot/serial numbers

Maintain Customer Order Invoice

Provision to modify price
Payment terms capture
Multiple invoices against single order

Maintain Customer Receipt

Receipt at bank/cash
Adjustment with Invoice
Bank charges accounting