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BI CRM-Sales Tracking

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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.

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How we helped them

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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

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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

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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

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Screenshots-Dashborad

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Screenshot-Sales Pipeline

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Screenshot-Contacts

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Thanks

Velociter Solutions Pvt. Ltd.Website: www.velociters.com

Email ID: sales@velociters.com