Complete Sales Documentation

Lead + Customer Lead Follow-up Sales Quote Sales Quote Follow-up Sales Order Proforma Invoice Invoice
What? you do practically
How? to do in system
Why? benefit of system

Marketing activities Generate new Lead
Record the Lead in software
Lead Customer Database
Follow-up new lead for Sales Enquiry (SE)
Record all conversations with this lead in Software, set when to follow next
History, Reminder, Systematic, Smooth Transition
Once SE received give a Sales Quote (SQ)
Create Professional SQ from system
SQ History, MIS, Reports
Keep following for confirmed Purchase Order (PO)
Record all conversations for this SQ in software, Reminders + Assign to others
Negotiations
Hurray PO received.... Marketing Activity is successful
Once PO received from Customer convert SQ to Sales Order (SO), make necessary changes in SO
Delivery Pending, Marketing, Proforma, Conversion ratio, Order Booking
Follow customer for Advance Payment if in PO
Generate Proforma Invoice (PI) for Advance Payment by converting SO to PI
Proforma Invoice in seconds
Dispatch Product, Raise Invoice
Convert SO to Sales Invoice (INV), if partial then change quantity or remove items not dispatching currently
Invoicing, Delivery Pending, Customer Servicing, Reports, MIS
You should subscribe for this service if you or your organization has below matrix
  • Good in New Lead Generation howeverForget to follow new lead for generating Enquiry
  • Able to get new enquiry howeverpreparing a quote is time consuming.
  • Religiously give quotes to all parties howeverno time to follow for order.
  • Completely booked, have good amount of Sales Order howeverdispatch / delivery pending list maintaining is cumbersome
  • Advance payment clause is good howeverstaff not aware which PO they should raise Proforma Invoice for advance payment.
  • Packing marking is done howeverraising Sales Invoice is painstakingly time consuming and always there is some other information missing.
Getting a Lead following it for an Sales Enquiry, sending Sales Quote and following same for confirm Purchase Order (PO), once PO received raising Proforma Invoice(PI) and following Customer for Advance Payment, tracking pending item / material delivery , making Sales Invoice are few of the tasks we sales and marketing people do. This service enables you, your team, your organization to efficiently manage the complete marketing and sales business process. Sales Documentation is the most important tool to any B2B business in today's digital business environment.
 
 
Product Features
 
  • Create new Lead / Opportunity / Quote database
  • Follow Lead / Opportunity / Quote record the response given by contact person in system, when next time anyone from our company follows will know the communication chain
  • Set a reminder date to know on which date to follow-up, system will let you and your salesman know whom to follow and when to follow
  • Grade the Lead / Opportunity as Hot / Warm / Cold.
  • Close lost quotes with reason for same for further analysis
  • Single screen to view status of all Leads right from Enquiry received, follow-up started, Sales Quote generated.
  • Once you receive the order convert Lead to Customer.
  • Convert Sales Quote to confirmed Sales Order Acceptance in one click, do necessary changes if any
  • Raise Proforma Invoice for advance payment against Sales Order
  • System auto maintains delivery pending list
  • Raise Sales Invoices against Sales Order at a click of button
Other Features, Functions & Benefits of system:

Create leads with multiple addresses and contacts.
Instant Lead / Quote follow-up.
Grade your leads / Quote e.g. Hot, Warm, Cold.
Records the interest of your leads.
Set a reminder to next follow-up date.
Track all previous contact history on a single screen. Anyone can communicate with the Lead as he / she has access to past communication rather than DEPENDENCY of single contact point.
***Transparency in communication and follow-up with Leads and Customer***
Easily convert lead with all details into customer without making a new entry.
Easy to search and copy paste old Data.
Company Logo / Company Letterhead on Quotation PDF format.
Quotation numbering.
Taxes & Charges for Quote or for individual line item wise.
Terms & Conditions.
Discounts.
Create and maintain your own list of customers. Capture all their details under their contact for future use.
Supports multiple currencies. Create and send Quote in the currency you choose.
Register report.
Export quotation into sales order, sales order into proforma invoice and sales invoice with a single click.
Mention consignee / third party and transporter.
Apply GST on full invoice or Apply GST Line item wise.
All GST format report for Sales invoice into Excel format.
Even if an employee / salesman leaves the organization, all his data is within the system no need to copy data or search for quotes in his pc / laptop / email box.


Price per User per Month
1040
3 Months
Total Max Records per user### : 10000
No of Users : 1
Max Records per Day per user## : 250
960
12 Months
Total Max Records per user### : 10000
No of Users : 1
Max Records per Day per user## : 250
800
24 Months
Total Max Records per user### : 10000
No of Users : 1
Max Records per Day per user## : 250
Trial
1 Month
Total Max Records per user### : 2000
No of Users : 1
Max Records per Day per user## : 250

Information

### Total Max Records per user: For every user you get total maximum no of records in system is 10,000. When you reach 10,000 records limit you need to subscribe one more user, your limit will be increase by 10000 records for e.g.
You have subscribed for 4 users you will get 4 * 10,000 = 40,000 maximum total no of records in system. Once you have reached the limit of 40,000 records you will have to subscribe for at least 1 more user as it will give you additional 10,000 records to use. Now you will have 5 users 5 * 10,000 = 50,000 maximum total no of records in system.
Why this limit: Processing records takes time as each record increases, it adds to processing time which in turn increases cost. CPU, RAM, I/O, Database size, File size processing time and cost increases with increase in number of records / data size. Software is provided to you as a service, you are subscribing for the same we do not want you or others to find lag or slow response time processing records. For clarity on records see point Records.

## Max Records per day per user: For every user you get total maximum no of records in a day in system is 250 provided you don't cross the limit of 10,000 records. for e.g. If your organization has subscribed for 4 users you will get total 1000 records in a day. In system so any user can make any number of records however total count of records cannot exceed sum total of no of users subscribed * 250 i.e. 1000 in a day in this scenario.

Why this limit: We don't want few to benefit at cost of others if they are heavy users they should pay for same, processing records takes time as each record increases, it adds to processing time which in turn increases cost. If any single user has more than 100 record to enter in system on daily basis that means he is not a basic user he is a heavy user he needs to upgrade to bigger plan or add more users. CPU, RAM, I/O, Database size, File size processing time and cost increases with increase in number of records / data size.

Records: Records is the sum of total no of entries in below mentioned table list

Transaction Line Item Count Products Entities Addresses
Contacts Suppliers in a Purchase Enquiry CAPA Records Bill Of Material
Bills Receipt + Payment Debit Note + Credit Note Direct Journal Entries
Courier Register records Tasks assigned to Employees Daily Field work reporting Advance Adjustment Entries

*Above mentioned Tables may or may not be applicable for your plan