Marketing List & Member

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To create targeted campaign, marketing list can be created and contact member be added to it.

Marketing content publish via social media and other channels – Publishing product catalogue, brochure in social media and other online advertising portal helps product marketing bring better sales potential.

Lead

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Once lead is added in CRM on cloud, all activity via email, event can be tracked in FinAcct. 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.

Lead Grade and Lead score rule

Lead grade for any product is computed against few preferred settings of lead attributes. If the lead attributes match with this configured values, Lead grade value goes up and provides higher probability of deal conversion.

Opportunities

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Once leads are converted into opportunities, further activity tracking can lead to closure of final deal. Sales Quotation can be sent to probable lead contact.

Once any lead is qualified to be rendered as an opportunity, user can create Lead opportunity from it.

Deals value, probability of winning the deal, forecast date of closing the deal needs to be added in the above record. The tracking of lead opportunity is done via deal pipeline stages such as Contacting, Engaging, Qualified, in person meeting, Closing, Won, Lost.

Account and Contact

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Once leads gets closed, corresponding Account and Contact for the given customer can be managed for after sales service and support.

Event management and lead capture

Any Event can be captured in CRM modules to add participant and register them to it. They can be further followed up to generate sales lead. This helps track all the events and find best suitable way to run product marketing.

Sales Goal & Forecast

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This helps maintain Sales goal for given period and track sales outcome against it. This also help to add Sales forecast for a given period of time.

Sales Person performance evaluation can happen by tracking each person's sales goal

Sales Field Automation on Cloud

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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.

Target Customer planning

This logs the customer visit details with sales person assigned.

Customer visit can be planned or scheduled on a given date and time for any assigned person. User has the option of adding schedule record from customer target plan form or from calendar sheet. The calendar sheet gives a monthly overview of all the schedules with customer and assigned person at a glance. User can drag and drop the schedule as per the much needed changes using calendar