Editor: EQMS Software: Enquiry Management/Sales Lead Management Software.EQMS Basic edition software product is designed with a modular approach; hence it comes with all the basic features that is required to keep track of sales leads .
Software Features
- Reminders for an important follow-up can be scheduled. Action to be taken during next follow-up can also be recorded.
- Unified view of data is available. Critical information about enquiry, follow-ups, quotation submitted, payments, customer Details etc. can be retrieved in a click. Informed decisions can be taken by the respective department head.
- Excel upload of existing clients' data can save time of entering data in EQMS. A pre-defined format can be created and uploaded at one go. Thus, EQMS is ready to use from day one.
- Exporting tool empowers you to create customize reports to analyze business at micro level.
- Backup & Restoration utility helps you safeguard your data. This helps in maintaining data integrity in case of virus attacks or PC crashes.
Benefits
- EQMS gives you a transparency in your daily processes as it follows hierarchical workflow. Enquiry assigned to an executive is private to him/her and cannot be viewed or modified by another sales executive.
- Team creation gives the control to the team owner to monitor a team and this can help the team owner to guide/help team members to do a better Closure
- Reasons or strong selling points can be evaluated based on closure details. Loss of an enquiry can be traced. This helps you strategize your business for a selected region or for a selected product(s) or selected customer segment.
- Payment details can be captured at every closure. This helps you get the total value of business in a day. Weekly/Monthly and Yearly sales report can also be generated. This gives an edge over others as sales Forecast can be done based on the historical data.
