EQMS is a smart and intuitive tool for sales lead management which helps you manage leads in an effective and organized way. EQMS is designed with the view to cater your business needs. All important details such as customer information, reminders of follow-ups and more are captured in EQMS. It gives you the complete insight of information. It lets you improve interactions with your prospects and keep them informed about offers or any other information by sending them Email/SMS and attach documents exchanged with the customers.
Main features:
- Captures complete lead information such as contact details, source of enquiry, products enquired
- Complete insight of follow-up
- Receive timely Reminders for important follow-ups
- Sales forecast
- Region-wise lead details
- Comprehensive customer details
- Customer loyalty like track of repetitive business from a particular customer
- Know reasons for losing orders
- A single place where all the data related to a lead is maintained
- Maintain payment details of order booked
- Incentive calculation made easy
- Assign leads to the sales executives
- Re-assign the existing leads incase of employee leaving the organization
- Re-open closed leads for re-negotiation
- Create quotes from EQMS to complete the sales lifecycle.
- Measure team/employee performance
- Export data to excel to build customized report for further MIS and forecasting
- Backup and Restoration facility to safeguard your data
- Upload existing data from excel file
- History of follow-up done and document shared with customer
- Improve communication with prospects by sending Emails/SMS
- Access data from anywhere across multiple branches and locations.
- Powerful reporting capabilities with slice and dice reports, MIS and dashboard helps you explore and gain complete insight of information.
- Create quote within the system to complete the deal lifecycle.
- With Adhoc reporting easily manage indirect or dotted line reporting of team or employee.
- Geographic Access helps you manage channels sales and let you access your data anywhere, anytime
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