Customer Relationship (CRM)

Customer Relationship Management

Customer Analysis can reap significant financial benefits for your organization’s Marketing, Sales and Customer Service departments. With so much data to contend, companies often struggle with making sense of information. CRM gives you unparalleled insights across your entire Sales Pipeline efficiently. The biggest benefit most businesses realize when they move to our CRM System comes directly from having all your business data stored and accessed from a single location helping the businesses improve in a number of areas as:

  • Understanding Customers Developing,
  • Improving and Retaining (through better customer experience) Your Customers
  • Attract and Acquire New Customers
  • More Business from existing Customers
  • Increase in Revenue
  • Cost Reduction
  • Increased Profitability

Running your day-to-day business task is quiet cumbersome and at times difficult to manage. Without the support of an integrated CRM Solution, you may miss growth opportunities and lose revenue because you are not maximizing your business relationship. Non visibility to information about your customers may help your competitors benefit, leaving your business fall behind and out of touch. You need a powerful CRM solution that brings everything about your customer in one place in a very simplified manner!


Sales LeadSales Lead

A Sales Lead is a prospective consumer of a product or service, created when an individual or business shows interest and provides qualified business opportunity handed over to sales after going through a qualification process. A Sales Lead is a potential sales contact which gets created for further business gains. A sales lead is not a sales prospect; further qualification of the lead is necessary to determine intent and interest.

Once Enquiry is done:

  • A Sales Lead is identified, and
  • Placed into Sales Pipeline

Using the Leads sale's professionals:

  • Send Emails
  • Provide Direct Marketing Material, and
  • Make outbound sales calls




Sales EnquirySales Enquiry

An individual who responds to marketing content by making an enquiry for our product or service. Voluntarily or upon request provides Contact Information to us is a Sales Enquiry.

Contact Information is:

  • Name
  • Title
  • Company Name
  • Email Address
  • Phone Number
  • Mobile Number, and
  • Other relevant information.

Businesses gain access to Sales Enquiry through various marketing activities.

The Sales Process begins with when an:

  • Inquiry is Received
  • Then sent for Qualification purpose.



Sales Enquiry Short Close

Partially sales enquiries against product are closed here.












Sales Enquiry QuotationSales Enquiry Quotation

Here you can create quotation against sales enquiry including transaction type, transaction number, transaction date, client name etc












Sales Cancellation EnquirySales Enquiry Cancellation

For cancellation of enquiry, this form is used.












Sales Performa InvoiceSales Proforma Invoice

A Proforma Invoice is a preliminary bill-of-sale that outlines and gives customer an idea of how much a certain number of goods or services will cost in advance of a shipment or delivery.

A Proforma Invoice is a request for payment, generally for goods or services which will be provided once payment has been received. it is sent before the Commercial Invoice to receive advance payment from buyer.

The seller and the buyer will not record this as “Accounts Receivables” or “Accounts Payables” in their respective accounts.

Once the customer has made the advance payment against the Proforma Invoice, then it can be converted to a “True Invoice”.

The Sales Process reaches a stage, where:

  • Purchase Order is booked as Sales Order
  • Proforma Invoice is sent
  • Advance Payment is received enabling deliveries of Goods or Services to the customer




Sales Quotation


Sales Quotation

Sales Quotation allows a prospective buyer to see what would be the costs that would be involved for the product or services they have enquired.

Sales Quotation is a formal statement of promise to the prospective customer by the potential supplier to provide

  • Goods or Services required
  • At specified prices, and
  • Within a specified period.
  • Having specific Terms & Conditions

The Sales Process moves ahead from Enquiry to the next level when:

  • A Request for Quotation is received
  • Followed by sending the Quotation by Email or Courier And
  • A subsequent follow up with the prospective customer begins for the Purchase Order.




Pending Quotation in SalesSales Pending Quotation

Here all pending quotations are summarized. When required then you can make quotation for the enquiry.












Customer Complaint LogCustomer Complaint Log

Here all customer complaints against sales of product are stored.



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