Sales activity management
Plan your daily activities and provide real-time status updates.

• Daily plans & targets
  Start each day by defining targets and create a plan to meet prospects. Managers can coach their teams with real-time visibility into the plan.
• Lead management
  Receive leads from multiple sources, schedule appointments and record all activities performed against the lead.
• Daily sales reports
  Submit daily sales reports at the end of each day. Managers analyze the report against the plan to guide their reporting hierarchy.

Streamline operations
Empower sales teams to operate through digital channels and provide them with information on their fingertips.

• Sales training
  Access product brochures, videos, announcements and other training material. 

• Onboard customers
  Once a prospect is won, onboard them using digital channels and track their status. 

• Customer servicing
  Access customer information and updates in order to provide superior service. 

Performance management
Measure and view actionable insights based on data to improve your sales team performance. 

• Goal sheet & targets
  Assign goals and revenue targets to each team member and monitor Target v/s Actual. 

• Sales activity insights
  Gain insights into activities performed by each team member and provide guidance. 

• Sales performance analysis
  Analyze performance across various parameters like user, product, branch or location. 

Increase sales conversions
Additional features in the lead management software that make sales teams perform.

• Mobile & web
  Android, iOS and responsive Web application available for sales teams to manage their prospects.
• Lead allocation
  Distribute leads based on various configurable parameters like product, location, language, branch, source.
• Lead sourcing
  Capture leads via a lead form, bulk upload and various sources like website, ad campaigns, with connectors.
• Channels & products
  Setup autonomous business channels and configure and independent hierarchy, product lifecycle and status workflow.
• Organization hierarchy
  Define complex reporting hierarchies, enabling reporting authorities to analyse performance and take informed decisions.
• Digital diary
  Receive incoming leads, schedule appointments in the future, receive reminders and follow-up with interested leads.