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The issues faced by most businesses (including yours) and how

An Innovative Sales Lead Tracking System to achieve greater insight, control and success in your sales activities. The issues faced by most businesses (including yours) and how. helps resolve them…. NO CONTINUOUS ENGAGEMENT WITH CLIENTS.

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The issues faced by most businesses (including yours) and how

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  1. An Innovative Sales Lead TrackingSystem to achieve greater insight, control and success in your sales activities

  2. The issues faced by most businesses (including yours) and how helps resolve them…

  3. NO CONTINUOUS ENGAGEMENT WITH CLIENTS • Establish one-to-one client relationships through personalized mass mailing • Create individualized emails from stored relevant information and then send to a large customer group • Set different sales campaign for the list of clients

  4. DIFFICULTY IN VIEWING COMPLETE CLIENT CORRESPONDENCE • Store all client correspondence in one secure location • Instantly write customer letters concerning any previous resolutions, with the whole history of the relationship at your fingertips

  5. JUSTIFYING ROI OF PARTICIPATION IN ANY EVENT, EXHIBITION OR CAMPAIGN • Segment all leads based on profile • Track all captured leads from participated events, exhibition or campaign

  6. WASTAGE OF FINDING CLIENT INFORMATION • Easily store and retrieve client information with just a click • Search information based on name, company name, mobile number etc. • Intelligently categorized your prospects or customers

  7. CHASING LEADS THAT ARE NOT INTERESTED • Score leads based on their product interest (hot, warm, cold) to easily know ‘sales-ready’ leads • Contact “Hot” leads first and increase chances of closing deals fast

  8. PITCHING THE RIGHT DISCOUNT • Pitch the correct offer to finalize discount • Segregate leads based on price factor (hot, warm, cold)

  9. MEASURING EFFORTS ON ENQUIRIES • Track all activities done on enquiries • Get insights of efforts put into particular queries and then try to reduce or shorten the cycle

  10. ASSIGNING WORK TO SALES TEAM AUTOMATICALLY • Get progress status updates and track the development of circulated leads • Allocate leads to sales team - set the task of relevant team member based on lead action

  11. ASSIGNING WORK TO SALES TEAM AUTOMATICALLY • Assign each team member the tasks to be performed on per-day basis • Get the sales team to start the day’s work, without waiting for instructions or making calls

  12. TRACKING ON-TIME COMPLETION OF ALL CRITICAL ACTIVITIES • Easily assign follow-up activities to sales team • Ensure all critical follow-up activities are completed on-time

  13. ANALYZING FACTORS BEHIND LOST DEALS Get complete insights on WON and LOST deals Get proper query based reports, analyse factors behind the loss and take effective measures

  14. DUPLICATION OF WORK IN CREATING DOCUMENTS WITH SAME CONTENT • Save all standard documents as templates • Re-use templates just by personalizing them, saving time and making work easy

  15. ENFORCING SECURITY MECHANISM IS DIFFICULT Centralized admin panel to look after everything All documents and data stored in secured location Easy security & role based access rights mechanism

  16. FEATURES AT GLANCE • Manages Prospects & Suspects • Monitors Sales Lead • Tracks follow-ups • Manage sales team activities • Quotation/Proforma Automation • Correspondence Management • Query Based Reports • Excellent Analysis • Real-time Activity Tracking • Central Repertory of  Precise Sales Knowledge • Tracking Documents to Leads

  17. QUICK INSIGHT OF SALE LEAD TRACKER

  18. ADD CONTACT Save the required details of prospects

  19. OPPORTUNITY Save all the important information about customers and products they are interested in

  20. PRODUCT Complete details of products to be sold for every sales lead. Also, rank your leads.

  21. ADDITION OF ACTIVITIES Details of every interaction with prospect is being noted for future follow-up

  22. PROMPT FOR DAILY FOLLOW-UPS

  23. LETTER AUTOMATION It is just Four clicks job to prepare a letter

  24. SELECT THE DESIRED CONTACT

  25. SELECT REQUIRED FIELDS

  26. CLICK TO OPEN EDITABLE LETTER No need of Naming & Saving files Track every document To respective Sales Lead

  27. GENERATE PERSONALIZED PRO FORMA INVOICE

  28. PRO FORMA INVOICE VIEW SCREEN

  29. QUOTATION VIEW SCREEN

  30. CAMPAIGN MANAGEMENT

  31. AUTOMATICALLY GENERATE QUOTATIONS

  32. REPORT FOR WON SALES

  33. REPORT FOR LOST SALES

  34. REPORT FOR ACTIVITIES DONE

  35. BENEFITS • Helps you to win more sales • Effective follow up of sales lead • Helps in analysis/planning and forecasting of sales • Knowledge sharing • Schedules daily activities • Reduces the chances of human errors • Eliminates dependence on remembrance/paperwork • Enables you to know your strengths as well as weaknesses INCREASES EFFICIENCY OF SALES PERSONNEL PERFORMANCE EVALUATION

  36. REG. OFFICE 26, Champa Gully, M. J. Market Lane, Mumbai – 400002. INDIA Tel : +91 - 22 – 4226 4444 Mail : info@everexinfotech.com URL : www.everexinfotech.com Thank You! We aspire your association “A business that consistently enriches lives is a wealthy business” We are Authorized sole distributor and support center for Hazel range of product and solutions

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