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Sales Force Management

iBusiness Suite offer Sales force management module that that tracks end to end the sale process. Sales force management module of INI Technologies is a system that automatically records all the stages in a sales process.

 

iBusiness Suite offers Salesforce management module that tracks end to end the sale process. Sales force management module of INI Technologies is a system that automatically records all the stages in a sales process. iBusiness suite sales force management focused on helping the Sales team to execute and manage the pre-sales process better and in an organized manner. The sales team is responsible for regularly capturing key customer interactions, any leads or opportunities.

This module allows top-level management to track all the interactions that have been made between the company/executive and the customer. Effective sales force management is vital to the growth of the organization.

Contact Management

It includes a contact management system which tracks the multiple levels of customer contacts like Administrative Contact, Technical Contact, Billing Contact, Decision Making Persons information etc.

Customer Segmentation

Sales force modules support customer Customer Segmentation and Account Management. You create customer segments like Top Corporate, SME, Individual etc.

Customer Segmentation based on vertical In addition to segmentation based customer size it also allows to keep segmentation based on their business vertical such are Hospitality, Health Care, Education etc.

Customer Account Mapping
Moreover, we can map customers to the respective account manager/executive for consistency focused account Management with accountability.

            Lead Management

Complete sales activities, see the detailed company and contact records and view communication history in one place so you can manage leads without the hassle. Approve genuine leads and automatically assign follow-up tasks to sales reps. iBusiness suite lets you track all the right information about your leads.

Follow-up Management
When converting a single lead into a deal, factors like what actions need to be taken and when play a big role in closing. Through iBusiness suite sales, force management module sales person get all data regarding the lead. Based on that data salesperson can do proper follow up like calls and send a series of emails via drip campaigns to qualify them.

Quote Generation

A quotation is generated which if “order placed” gets converted into a sales order. The sales order then flow into the back end (ERP) system for further execution and delivery.

Supervisory Access

This module allows top-level management to track all the interactions that have been made between the company/executive and the customer. Effective sales force management is vital to the growth of the organization. Access critical customer data including key contacts, communication history, and more — quickly and easily with iBusinesss.

Customer Order Login

The module allows external user login to the system and knows the status.

 

VAN Sales

INI provides the process of selling the goods from the supply (warehouse) to the demand point (customer) through vans. This process involves not only distribution of goods but also constitutes the core delivery of goods at the point of demand.

  • Stock from the central office is transferred to different vans/ branch on the basis of certain stock requests. It is essential to process the request from vans/branch for stock transfer.
  • Stock requests from different vans/branch can be processed by higher authorities based on the approval rights.
  • After the request approval from different vans/ branch, the stock will be transferred from central warehouse.
  • If any of the items are returned by van/branch, then it can be properly accounted through the stock return document.
  • The items can be transferred to the customer (credit customers /cash customers) from vans/branch.
  • Whenever the items are returned from a customer, it can be properly accounted for the invoice number in sales return document.
  • The collection against invoices from different customers can be entered through the collection entry. It can be in cash/cheques/ fund transfer mode.
General Features
  • Annual business plan definition
  • Assigning actors responsible for achieving objectives
  • Time management― accurately measures the tasks and the fraction of the time needed for each task.
  • Call management― Plan for customer interaction accounts for the fraction of Interaction management engine reps that comply with the process and have successful calls
  • Opportunity management― If the process is followed correctly then a sales opportunity exists. The fraction of Interaction management engine reps that use the tools, comply with the objective are all measured.
  • Account management― For multiple opportunities with a customer the account is measured by the tools, process, and objectives
  • Day Reports – It supports the management for daily activity reports of the Sales Force Sales executives performance incentives and tracking