It is a CRM for a hardware selling firm

1. BI CRM-Sales Tracking
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2. About the client and requirements
Sales tracking
software keeps a
record of the New
leads generated by
your company’s
sales professional
You can add
contacts which
can be converted
into leads
These leads enter
the pipeline and
are kept a track of,
regardless of
whether they are
successful.
The system
provides you a
summary of these
leads and
performance of
each sales
representative
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BI Solution, are acutely aware
that information technology
influences the performance and
profitability of any organization,
and they strive to offer the best
solution for your unique
requirements – enabling
business transformation, growth,
profitability and most
importantly – Business
Continuity.

3. How we helped them
SalesPipeline
Contacts
Appointments
Dashboard
Reports
Provides a
basic overview
of leads and
contacts
It informs you
about the
latest
Activities and
notices
Provides
information
about
upcoming
tasks
Keep a track
of contacts of
suppliers and
clients
Add of edit
the existing
contacts
Bulk upload
contacts
You can send
mails to
categories of
clients
You can
schedule mails
to be sent on
festivals etc.
Keeps track of
all the leads
generated and
their status
You can add a
lead
You can edit
the status of a
lead
You can also
send quotes
to clients via
the CRM
system
Create and
manage
appointments
Get reminders
for client
appointments
Create reports
to analyze
performance
Download
reports
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4. Architecture
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Data is stored
and processed
in the server
Add contacts, Leads
to the server
Create
appointments
and send quotes
to customers
Customer
receives quotes Admin can add new sales
people and generate
performance reports

5. How they benefitted
Sales people
•Now the sales people can generate appointments easily
•They can also generate quotes and send them to
customers
•They can schedule e-mails to customers for festivals etc.
BI Solutions
•They can now generate reports quickly and analyze
performance of employees
•They can keep track of all the leads which are being
generated
•They can quickly estimate the value of their pipeline
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6. Screenshots-Dashborad
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7. Screenshot-Sales Pipeline
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8. Screenshot-Contacts
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9. Thanks
Velociter Solutions Pvt. Ltd.
Website: www.velociters.com
Email ID: sales@velociters.com
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