Lead And Opportunity
Target v/s Achievement
And Revenue Tracking
Sales Status And
This tool currently comprises of the following salient features :
Lead initiated are captured with details of the lead like Customer details, technical details & the initial discussion.
In case of large lead data base resulting out of an email campaign, Exhibition, Road show, Etc would be uploaded with mandatory details of Customer Contact & address details & area of interest.
Validating the leads logged, Calling details & Feedback post this on product & customer updated with history of call track.
Detailed prompting on call back tracking with alerts on the dashboard on the web portal.
As a final closure of lead status, moving to opportunity, closure with reason & deferred with callback status is posted.
Details of the meeting would be shown hierarchy wise , effort wise ,team wise . showing the beginning & end of meeting with location of customer . Status update to be given at the end .
Again this can be viewed team wise , hierarchy wise of the opportunity progress stages .This will depend on each of the activities like proposals , meetings and status updated.
These are the various analytic inputs to the senior management to know the hygiene of the sales team , for the period determined by them.
Hierarchy/Team wise tracking of achievement , targets & pipeline depending on the Timelines & also product wise.
These are various reports that can be downloaded to analyse the data & to send individual analysis ,as per requirement.
Senior management to have a full easy to analyse graphical view of the team.
At all levels of opportunity tracking ,attachments & repository is maintained technical , commercial , legal & mails can be systematically catalogued.
2017 Intelliuno Technology Solution LLP.