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.
Sales executives can manage all their Enquiries and leads. They can manage customers contact informations etc. Sales Co-ordinators can view and respond to all enquries.
A pro-forma invoice is a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods.
Create Invoice as per the sales order or you can also copy sales order directly to generate invoice. Detailed terms and conditions. Automatic tax calculations.
Sales executives can update their follow-ups (Visit, Phone, Mail) and keep the team informed about follow-up. Automated daily report generated per sales executive as per follow-up data.
Create Sales order and keep the team informed about the won sales enquiry. This can also be used to keep the backend team informed about scope of work and invoice details.
Standardize your quote formats. Send quotes to customers directly by mail. Auto Item master and price reference per customer, so you remain updated on the last quoted price.
Create Purchase requisition and assign vendors to get the price from. Vendors can online fill up the requested pricing. Generate Purchase order and send to vendors.
Track Payments recieved from customer and payable to vendors. Get outstanding report so payments can be followed up.
Assign Monthly targets to sales executive and track howmuch has been achieved by him. You can also assign complete company targets and track the total achievement.
Customer portal for customer to report issues. Track and close customer issues. Assign support executive to the issue reported.
Support Contracts form the backbone of the Services team. Customer Support Contracts, its scope assets details are entirely captured.
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.
Mailer integration enables C-Venture to Convert Email to enquiry or support ticket. You need to assign mailbox to Enquiry management and Support management system.
In project management, a task is an activity that needs to be accomplished within a defined period of time or by a deadline to work towards work-related goals.
Mass mailing is the concept that is widely using in the market for promote your business.
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