Manage Customers, and sales enquiries received from customers. Assign sales resource to the customer enquiries. A complete sales cycle process can be captured and tracked. Faster response to Customer with no errors is thus ensured. Sales Order Closure visibility and Sales order creation along with Scope of work make Sales Managers life Easy !
Standardize your Quotation formats. Send quotes and revise them as and when required. Stay updated with all quotes sent for that particular enquiry. Define Default terms and conditions. Provide scope of work and revise as needed. Customize header and footer Content. Send quotes directly by mail just on a single click from within the module. Add Additional CC while sending mail. Customize Mail body while sending quotes. Send Quotes in multiple currencies ..... And many more features.....
Responding quickly to the prospective customers dramatically increases the chance of winning the deal. With C-Venture you can schedule follow-up actions such as phone calls, visit and mail interaction along with the date and time so that you do not miss important follow-ups. Once the follow-up is done the interaction with the prospects can also be recorded. Remain updated with follow-ups done by Mail, phone call, or visit, and done by any person involved in the sales enquiry.
Sales Order Helps you to internally communicate about orders which have been won and the scope of work involved including financials involved. This provides the respective Manager insight about overall closures, target visibility and overall performance of the team. It also acts as input information for the Purchase department and the accounts departments for further processing.
Create a Sales Invoice, Services Invoice or a Proforma Invoice can be created from the Sales Order which have been won and have been approved. Customer Credit Limits can be set and the according to the limits a Sales Invoice will be created or put on hold. The Invoice captures all the details from the approved Sales Order along with the detailed terms, conditions and automated tax calculations.
Sales Teams always work with targets. Sales targets can be defined on individual basis and can be assigned on a monthly, quarterly or half yearly or yearly basis. The performance will automatically reflect the Sales performance of every individual. The Dashboard on the home page will also give the administrator a clear visibility of achievement. You can also Define complete company targets month wise and track the total achievement.
Process driven input from Sales process ensures that Purchase department has a visibility of the closed orders and can plan activities accordingly. Creation of Purchase requisitions, Sending RFQ’s to vendors, creation of comparison statement, Send Purchase orders to vendors and updating or add purchase entries for future reference. This reduces the Purchase departments process to a great extent simultaneously imparting better control.
Track Payments receivables from customer and payable to vendors according to the terms set in C-Venture. Get outstanding report so payments can be followed up and this helps in rating the Customers and Vendors.
The entire after sales service tracking can be captured and maintained. Products requiring after sales support can be maintained and support issues for those products can be converted to service tickets and can be tracked till the resolution is complete. Repair register for material that comes back due to fault is available for tracking equipment that move from the repair centre to outsourced vendors, testing and QC after repairs before sending it back to the customer . Manage large projects by defining all processes to be done in the project. Assign project manager and assign processes to support representatives.
Support Contracts form the backbone of the Services team. Customer Support Contracts, its scope assets details are entirely captured. One can precisely verify and support only those assets along with the relevant level of Service to be delivered along with detailed reports.
Diverse environments and inventories make it complex to provide Service. You can maintain all the relevant architectures, processes, Configurations, Scripts or any information that will be useful for the Support team to carry out their obligations.
Facility Management plays a very vital role for every customer. All the activities to be catered by the FMS team including management of SLA’s. Detailed reporting of the calls, Service requests, spares and resource timing utilizations give Business visibility.



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