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Lead Management
  • Dynamic Lead Qualification
  • Lead Forecast
  • Lead History
  • Account Management
  • Manage Activity
  • Mobile Integration
  • Outlook Integration
  • Data Security
  • Audit Trail
  • KPI based Dashboards
Service Management
  • Manage Service Contracts/ History
  • Manage Install Base
  • Pre-scheduled alerts for Customers and CSE’s
  • Monitor Service Request Resolution
  • Manage SE Visits
  • 360 degree Customer View
  • Evaluate Service Contracts (ROI), SE Performance
  • Unique BI for optimizing Resource Utilization
  • KPI based Dashboards
Sales Management
  1. Orders
    • Receive/Capture/Process
    • Upload with Product/Spare
    • Approval through Matrix
    • View of Entry/Exit stages
    • Approval status alerts
    • View Order stage progress and issues up to Delivery
  2. Customers Details
    • View Customer details with Terms & Conditions
    • Search based on Customer/ Order Month/Product/ Business Unit/Sales Team...
  3. Discount/Margin
    • Discounts & Commissions/ Prime Margin
    • Manage Cost/Margins for Orders
  4. Dashboard
    • KPI based Dashboards
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