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Contact manager, account manager, task manager, contact and tasks synch with Google apps, sales team and territory management, Quotes, proposals, invoices, forecasting, reports and dashboards
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Saleswah CRM- Features and functions
Data subject to change without notice © Anwesha CRM Pvt Ltd Version 1.5 October 2012 Visit www.saleswah.com for latest features Page 1
Saleswah CRM is an enterprise
class hosted software product
that is constantly adding to its
features and functions. Saleswah
CRM synchs with your Google
Apps account Tasks and Contacts
and allows Single Sign On using
Google Apps credentials
Please visit us online at
www.saleswah.com and follow
our blog
http://blog.saleswah.com where
we will keep announcing new
features and functions on a
regular basis. By its very nature,
this document is outdated almost
as soon as it is published!
Basic terms used in Saleswah:
Accounts are organizations you
sell to and Contacts are people
that work there; people you need
to meet, phone, email or
otherwise engage to get
business. Contacts in Saleswah
are grouped under Accounts.
Campaigns are marketing led engagements with contacts and accounts
aimed at getting more leads for the sales people to follow. The
campaigns are created by a process of designing an email template,
then selecting a filtered list of contacts to email to and then emailing
them. The purpose of the emails could be email newsletters, seminar
invites etc.
Tasks are activities that you have scheduled and assigned to your sales
people to perform related to some product and contact.
Sales proposals are created and saved as draft for anyone to access,
modify and send out saving time.
Quotes, purchase order acknowledgements and invoices are self-
explanatory.
A deal is an opportunity and Saleswah offers you the ability to track its
progress through the stages, map the tasks and quotes associated with
it and forecast a possible closure date and chances of a win.
Saleswah users
Saleswah allows various classes of users who have different roles in
the organization. These users differ in terms of their access to
functionality as well as their access to the part of the database. For a
detailed description, please contact Saleswah Sales. Briefly, the roles
are:
1. Sales: a) Sales Executive/ Account Owner b) Sales Manager
Saleswah CRM- Features and functions
Data subject to change without notice © Anwesha CRM Pvt Ltd Version 1.5 October 2012 Visit www.saleswah.com for latest features Page 2
2. Marketing 3. Administrator (who can also double up as a manager) 4. Telesales/ Receptionist/ Sales co-ordinator
Saleswah customization
Saleswah allows customization
at the user admin level for
various functions. You can pick
your currency (ies), upload your
logo, configure your email,
upload product list etc.
More customization? Talk to us and we will examine your particular need. Modules/ Features: We are listing all the features of Saleswah below this. Depending on the specific role of the user in the system, some roles may not be available.
Contact Manager Add, update, delete contact records. Also upload your contact list from Excel or synch with Google Apps.
Expect to spend a lot of time on this screen, as most customer facing
activities like sending literature, sending a quote or proposal can be
initiated here. As those activities are performed, they are
automatically logged in Saleswah, under the same contact record.
Saleswah CRM- Features and functions
Data subject to change without notice © Anwesha CRM Pvt Ltd Version 1.5 October 2012 Visit www.saleswah.com for latest features Page 3
Tasks related to a contact-
can be seen under the Tasks
tab
Account Manager See all the accounts in a list, sort,
filter. You can merge duplicate
accounts as well- which brings all
the contacts and related activities
together under the same new
account record.
You can create an account record
and then add contact records to it
or create an account record in the
process of creating a new contact
record.
Other information The contacts within the account and the comments about the account are stored in separate tabs, all information captured over time, by whoever has anything to contribute. You can sort, filter, delete and merge account records. Merging allows you to get rid of duplicate records at the same time, ensuring the contacts, deals, tasks etc of the merged records are kept associated with the same merged
account record.
Accounts screen views: List, View details and modify, Contacts and
comments tabs
Accounts are very important in Saleswah’s scheme of things. All other
records like leads, deals, contacts are aggregated and correlated at the
account level. Accounts are the level at which responsibilities/ ownership is
established- an account can only be assigned to a single account owner/
sales executive.
Saleswah CRM- Features and functions
Data subject to change without notice © Anwesha CRM Pvt Ltd Version 1.5 October 2012 Visit www.saleswah.com for latest features Page 4
Task manager
Saleswah allows you to schedule
a task for yourself or for anyone
below you in the direct chain of
command. You can add a
comment and relate this task to
a product. It is necessary to
select the customer contact to
whom the task is related.
The task once created, is
assigned to the account owner
and he can update the task
status, add comments and
change the follow up date with
full visibility to his supervisors.
History of all tasks are
maintained in the system. A
dashboard shows you bird’s eye
view of the pending tasks with
all executives.
Task view update screen
Open tasks by owner/ managers and type of task: Report
Saleswah CRM- Features and functions
Data subject to change without notice © Anwesha CRM Pvt Ltd Version 1.5 October 2012 Visit www.saleswah.com for latest features Page 5
Marketing campaign management and lead generation Saleswah has comprehensive
campaign management
capabilities. It can create
campaigns such as newsletters,
seminar invites and log the
responses to the database
automatically.
So, you can invite contacts to a
seminar on email and have an
updated list of those who have
registered for the seminar.
More interestingly, all
marketing campaign responses
are stored and correlated with
the other activity data in the
database constantly – like
literature mailing, seminar
attendance, sales calls etc to
judge when to send a automatic
trigger to the sales executive
regarding a possible
opportunity to sell- or a “lead”.
This is unique to Saleswah.
HTML newsletter – embedded with tracking codes and customization tags
Campaign responses and follow up:
Responses from campaigns are available real-time. You can get a list of
registered attendees in a seminar right in the campaign screen so that on
the day of the seminar, you can mark the ones who attend present.
Automatic lead identification and triggering: A Saleswah special
Saleswah CRM- Features and functions
Data subject to change without notice © Anwesha CRM Pvt Ltd Version 1.5 October 2012 Visit www.saleswah.com for latest features Page 6
Saleswah differs from other platforms
in being a complete platform for
performing and logging all customer
facing activities. Rarely do you need to
leave Saleswah for performing any of
the activities that Sales and Marketing
folks need to perform.
Saleswah adds to that experience. It
trawls through the database sifting
through all the activities, responses,
attendances in events, requests for
quotes etc and when it spots activities
in an account converge around a
product class, it triggers the account
owner that there is a “lead” for him to
follow.
Sales Proposals
You can create professional looking
proposals for use in different sales
situations for your sales people to
modify and reuse. Especially useful for
standardizing responses to
preliminary inquiries, periodic
responses to channel partners etc.
This is also useful when you want to
send your quotations with a
forwarding note. With upto 3 attachments to every proposal possible.
Quotations
Do you need to send formal quotations, with taxes, discounts, delivery
terms, payment terms and such? Use the inbuilt quotation builder and send
out professional looking quotes such as these:
Quotes and Sales Proposals can lead to Purchase Orders and they
sometimes need to be formally acknowledged on amended terms and
conditions. This is why, Saleswah allows you to log a PO Acknowledgement
directly from the platform as well and send to the customer.
Saleswah CRM- Features and functions
Data subject to change without notice © Anwesha CRM Pvt Ltd Version 1.5 October 2012 Visit www.saleswah.com for latest features Page 7
Leads and deals
Leads can be created in the system,
either automatically or by someone
manually flagging a contact as a lead
for the responsible sales executive to
follow through. In either case, a lead is
a sales intent captured at the
preliminary stage. Leads need to be
first thought worthy of being followed
up by the sales executive, where he
marks it as a deal.
A deal is a qualified sales opportunity.
The sales executive works on it and
logs the names of the decision makers
and their roles in the purchase process,
stages of the deal- has the product (s)
been discussed and do the decision
makers like it, has the customer budget
been identified, have the items been
quoted for and if so, is the quote within
the budget. The sales executive also
makes two qualitative judgements:
when will she forecast the order to
come in and what are the chances of a
win. The deal record contributes to the
sales funnel which is always updated
by the changes in the values of the constituent deals.
Sales deal record- log and update stages and forecast month and chance
Sales forecast report
Saleswah CRM- Features and functions
Data subject to change without notice © Anwesha CRM Pvt Ltd Version 1.5 October 2012 Visit www.saleswah.com for latest features Page 8
Now, synchronize with Google!
Keep your contacts synchronized.
Now, you don’t need to worry about
whether your contact data in Gmail
is current or indeed, have to retype
all the information you entered in
Saleswah in Gmail. Intelligent
Contact synchronization is just a
click of a button away.
To do this, you must have a Google
Apps account (no, we do not
support synchronizing with personal
Gmail accounts, yet) and your role in
Saleswah must be that of an
Account Owner.
And, effortlessly keep track of your
Saleswah tasks in Google calendar
too! Simply synchronize your tasks
with GoogleTasks.
As in Contacts synch, any changes
you make to your tasks in Google
will show up in the corresponding
tasks in Saleswah and vice versa.
Mobile alerts
Salient details of all tasks and leads created in Saleswah are automatically
sent by SMS to the sales executive wherever she is in the world.
Customization
The following customizations can be done by the user.
1. Add logo
2. Currency: select master (default) currency and other currencies to use
and the conversion factor from the master currency.
3. Add your own tasks to the system.
4. Upload your quotation terms and conditions
5. Modify and save as many custom templates for proposals and email
newsletters as you want.
If you need more customized changes specific to your requirements, please
contact us.
Saleswah! Anwesha CRM Pvt Ltd; A43 Sector 7, NOIDA 201301 www.saleswah.com
+91 9990172233|+91 120 4202319|sales@saleswah.com |
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