Sales Leads are always important lifeline of every business.
And working on each lead is important.
What if ?,.. you “forget” a lead…. Or remember too late, when the competition has already clinched a deal that should have been yours… only because, you did not monitor the followup properly.
Finsys ERP has two solutions for you
- Pre Sales CRM Part 1:- Quotation Management
- Sending a one page Financial Quote to the Customer via the ERP. ( excluding any technical specs)
- Pre-Sales – Make, edit/save/print/ email the Sales Quotations
- Database of the past quotations
- Online approval of the Quotations before sending to the customer
- Single repository of the Quotation so that confusions are avoided.
- Pre Sales CRM Part 2 :- Enquiry Management + Quotation Management
- Pre-Sales CRM
- Enquiries Management,
- Lead Tracking,
- Business Development,
- Sample Development,
- Opportunity Conversion,