Marketing & Sales
Proper planning, effective navigation system for the sales team, a definite framework of targets and an effective analytical measure in case of any crisis.
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Lead & Opportunity Management
Track open and closed opportunities for the Year/Quarter/Month.
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Multi-Product Lead and Opportunity Management
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Lead Heat Map – Analysis Matrix
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Email Integrations for First Response
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Workflow Management of Leads
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Third Party Lead Generator Integrations (Just Dial and Others)
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Auto and Manual Lead Assignment
Benefits
Contact & Communication Management
Contacts mean relationship, and contact defragmentation leads to unproductivity.
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Company / Contact Detailed Profiling
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Follow-up, Minutes of Meeting, Activity
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Multi-Category Assignment for Analysis and MIS
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Third Party Mapping for Integrations (Tally and Others)
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Multi-Product Relationship and Sourcing Management
Benefits
Inquiry & Quotation
Clear Communication Translates to Content Clients.
Workflow & Approvals
Sourcing Management
Multi-Template Formats
Integrated DMS, Task and Followups
Multi-Vendor Price List
Self Design Template Format
Benefits
Product Management
When you have In-depth Insights into your Inventory, Productivity is a Click Away!
Product Profiling
Multi-Contact Relationship
Inventory Management
Support and Service Specifics
Tax Compliant
Benefits
MIS Analysis & Reporting
Extract, Evaluate, and Execute! Make Data-driven Decisions to Optimize your Actions.
Interactive Dashboards
Drill – Down Graphs
Advanced Filtering on Reports
Extended MIS Reports
Integration to EdifyBiz BI
Benefits
Pre-sales Timeline Management
Sales team can perform productively only in an information fed scenario.
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Hub – A 360 Degree Integrated Approach to Business
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Customer / Product / Executive Centric Timeline
Benefits
Sales, Target,
Performance Analysis
A business thrives on its sales team. Target achievements and outstanding performance of the marketing and sales teams.
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Multi-Dimensional Sales Analysis
Target setting on Various Activities and Sales
Customer / Product / Executive Centric Performance Measures
Advanced Funnels for Drill Down Analysis
Benefits
Tour & Expenses
Business Trip? Sales Tour? Any Company Related Tour? Don’t worry we got your back.
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Advanced Tour Manager with Workflow
User Defined Policy for Executive Spendings
Advanced Mobile Based Expense Upload
Third Party Integration for Expense Management
Benefits
Global Positioning System
Always keep in touch, and never miss out on where your employees are through real-time location tracking.
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Real Time GPS Tracking and Monitoring
Attendance In-Out / Meetings Check In-Out
Salesperson Based Area Coverage
Advansed MIS and Analytics Reporting
Benefits
Sales
One can say that the entire business rests on the shoulders of the Sales team.
Infographics Dashboard with In-Depth Insights
Workflow for Delivery and Installation
Complete 360 Degree Sales Process coverage
GST Taxation with Reporting
Sales Target Management
Self Design Template Format
Benefits
Document Management System
Organized and Efficient, Make the Best of your Paperless Power!
Integrated to All Core EdifyBiz Modules
Manage it as Private, Public and Shared
Request File Links with Security
Supports All File Formats
Multi Tag Meta Descriptions
Unlimited Storage with Extended Access Security
Benefits
Task Management System
Systematically Arranged Tasks on the basis of Priority, with One Simple Step Bring Order to Chaos!
Task Management Dashboard
Task / Sub-Task / Group Task with Extended
Process Automation through Task Automator
Task Monitor – Drill-Down Task Monitoring
Checklist and Preset Checklist Management
Task Quadrant for Task Importance and Urgencies
Benefits
