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Sales Team Management module helps sales team to plan, prioritize daily activities such as calls, followups & Visits. The module consists of Activity Screen, Due Date, Time, Email/SMS Reminders, Activity Completion Notes.
Plan daily, weekly activities of sales team in list & calendar view.
View sales team plan in calendar, change plans in drag & drop planner.
Send Email/SMS Reminders to Sales Team 30 minutes before due time.
View all the activities against a specific lead or customer along with user details.
Sales team can use mobile app for daily activity reporting along with sales details.
Reports on overdue activities, activities that are not created on leads or opportunities.
Set sales targets for your team. Track their progress individually.
Instant Intelligence to track who engages more, responds faster & collaborates more.
With automatic routing rules, instantly assigns new leads to right sales rep.
Our lead communication process
Our Artificial Intelligence Reports will give your clear insights of your Prospects so that you can take actions to make them as your customer before your competitors do