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It is a CRM for a hardware selling firm
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04/09/2023 Proprietary and Confidential 1
BI CRM-Sales Tracking
2Proprietary and Confidential04/09/2023
About the client and requirements
Sales tracking software keeps a
record of the New leads generated by
your company’s sales professional
You can add contacts which
can be converted into leads
These leads enter the pipeline and
are kept a track of, regardless of
whether they are successful.
The system provides you a
summary of these leads and
performance of each sales
representative
BI Solution, are acutely aware that information technology
influences the performance and profitability of any organization, and they strive to offer the best
solution for your unique requirements – enabling business
transformation, growth, profitability and most importantly – Business
Continuity.
3Proprietary and Confidential04/09/2023
How we helped them
Sale
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Cont
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Provides a basic overview of leads and contactsIt informs you about the latest Activities and noticesProvides information about upcoming tasks
Keep a track of contacts of suppliers and clientsAdd of edit the existing contactsBulk upload contactsYou can send mails to categories of clientsYou can schedule mails to be sent on festivals etc.
Keeps track of all the leads generated and their statusYou can add a leadYou can edit the status of a leadYou can also send quotes to clients via the CRM system
Create and manage appointmentsGet reminders for client appointments
Create reports to analyze performance Download reports
4Proprietary and Confidential04/09/2023
Architecture
Data is stored and processed in the server
Add contacts, Leads to the server
Create appointments and send quotes to customers
Customer receives quotes Admin can add new sales
people and generate performance reports
5Proprietary and Confidential04/09/2023
How they benefittedSales people• Now the sales people can generate appointments easily• They can also generate quotes and send them to
customers• They can schedule e-mails to customers for festivals etc.
BI Solutions• They can now generate reports quickly and analyze
performance of employees• They can keep track of all the leads which are being
generated• They can quickly estimate the value of their pipeline
6Proprietary and Confidential04/09/2023
Screenshots-Dashborad
7Proprietary and Confidential04/09/2023
Screenshot-Sales Pipeline
8Proprietary and Confidential04/09/2023
Screenshot-Contacts
04/09/2023 Proprietary and Confidential 9
Thanks
Velociter Solutions Pvt. Ltd.Website: www.velociters.com
Email ID: [email protected]