Create and Assign Leads
Leads come from different sources. Your customers may give referrals, an inbound lead can come from marketing, your partners bring in opportunities. Create and manage leads in one place.
Assign it to your salespeople, last-mile partners, and track sales stages, all the way to closures.
Track Calls and Meetings
A prospective customer wanted to talk to your sales or promised to meet you at the webinar. Single click calls, WhatsApp to your leads, record meeting notes, and schedule follow-up calls or meetings.
What more? Being a sales manager, track the calls of your team members, meetings they attended, and the bookings they made.
Salespeople do a lot of travel and lots of meetings. Mark your meeting locations on geo maps. This helps in multiple ways, whether to see the routes traveled, or showcase your visits to managers.
What more? Geo location tracking helps in planning your travel, as with one report you can see all customers in a specific location.
Inside Sales and Lead Profiling
Earmark leads that need to be profiled or qualified before spending your precious salespeople's time. Assign them to Inside Sales (IS) reps or telecallers. They can now receive these leads securely, call the prospects, record notes, schedule meetings, and assign it to a salesperson.
Sales Qualified Leads (SQLs) improves your salespeople's productivity, multifold.
Sales Org Hierarchy
The structure of your sales team is mirrored into your sales app, as well. See your own leads, your team member leads, meetings, and orders. Your sales team's performance is within your grasp.
What more? Your sales team and lead pipelines are visible to only you and your relevant team members.
Sales Reporting and Analysis
All reporting made easy. Less data-entry had been our mantra while developing the app. We acknowledge the fact that salespeople do not have time to write extensive reports.
But the number of reports you can see in the app is a lot. Pivot your views by salespeople, sales teams, sales stages, and more.