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Showing posts from 2018

Business Intelligence Improved Substantially

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Large team can only be controlled, monitored or managed by technology to grow with pace in the competitive market and taking small steps towards digitalization and virtualization helps to achieve big goals.     Without software, sales and service persons will update data in excel or any other format, which is actually crude way of storing data, liable to loss of information, calculation mistakes etc. Getting reports through excel, email or printed reports eats your valuable time and increase cost of a resource to consolidate & print reports. Whereas Software gives you real time reports and reduce the human error to minimum level. Reports and Analytics are the pulse of any organization which provides insights in the financial health of the companies. They provide objectivity to any operation and help the management to keep a close look on the performance and the results of strategic decisions.  Sales Mantra is an exceptional tool for management as it presents everyd

Get Advanced Business Intelligence Reports & Control Business by Investing Few Minutes!

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As sales processes get advanced and faster, we have incorporated various new Business Intelligence Reports which will help you keep pace with the speed of doing business in today’s world. The few reports which are an eye opener for organizations are: Ø    Lead Analysis Report : Helps to know the current status of leads received & analysis as per different criteria like source wise, region wise, etc. Ø    Proposal Analysis Report :  Gives complete analysis of proposals sent and open proposals based on hierarchy Ø    Meeting Analysis Report : Get missed meetings on tips for each team member and their conversion to orders and proposals Ø    Order Time Cycle Report :  Analyse the time a meeting took to convert to order. Work towards reducing this time cycle and thus improve efficiency Ø    Employee Performance Report:  Analyse complete performance of region & employees based on all parameters related to leads, meetings, proposals sent & orders received. A 5 mi

Best Email management tool that isn’t bloated to CRM System

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      When your customer records are in a CRM, and emails are stored in a mail client, what your sales reps eventually get is a messy and fragmented system that gives absolutely no context about a customer’s needs at all. The email management system in Sales Mantra gives you one place to access all your sales interactions, eliminating the need to switch between applications. By connecting your mailbox, the CRM filters out only your relevant customer emails and associates it with the lead or contact along with attachments, if any. You can also send e mails either from your mail client or from Sales Mantra and find the e mails in the Sent folder of both apps. The email management tool also has email tracking that tells you who has opened and clicked the  link on your email, when and how many times. Swiftly shoot out emails, receive emails and send emails in bulk to a larger group of customers, all from Sales Mantra. Types of Email Management Software There are two major typ

Importance of Sales Force Automation in 2018

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      Sales force automation is a technology solution which helps and manages your sales force, making loads of manual function redundant, thus saving big on the  productive time of your sales force. It is basically a technique to automate the business tasks like order processing, contact management, information sharing, inventory monitoring and control, order tracking, customer management, sales forecast analysis and employee performance evaluation sales, that leads to sales. But, to automate the process, you have to take the support of a software that is known as Sales Force Management Software . A brief look at the features of a sales force automation solution would make the functional understanding clear. Just have a look at mobile-based sales force automation software Sales Mantra specially made for the FMCG industry. It’s a mobile-based application accompanied by dashboard which can be viewed from office screen as well. Geo tagging : It provides you compl

Sales Force Automation

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     Sales Force Automation (SFA) is an integrated application of customizable customer relationship management ( CRM ) tools that automate and streamline sales inventory, leads, forecasting, performance and analysis. SFA tools include Web-based (hosted CRM) and in-house systems.SFA is also known as sales force management system . All SFA systems are built with two core components: Content management system: Tracks customers, activities, forecasting, contacts, communication/sales history and analytics Sales lead tracking system: Tracks lead and opportunity pipeline data Sales force management gives you a chance to improve your sales efforts and accordingly reduces disorganizations, cuts sales cycles, which is vital for monitoring and broadcasting as well as assessing sales performance and forecasting its future growth. Sales force automation software has features which maximizes sales activity of any business. The features include stock control, analyzing sales for