Sales and Activities
A robust solution to manage, track and target the potential leads and clients of the organization. It smartly assigns tasks to different sales representatives who work on converting a prospective lead to a satisfied customer.
The record and analysis of every customer helps to evaluate the positives and negatives of the sales performance.
Single Platform for Everything
The solution provides a cumulative platform to view all the leads of the business and the timely progress made with them. The database allots the task to the personnel without much effort which lets the sales department focus on soliciting actual revenue than on choosing the right salesman. It saves valuable time and energy.
Detailed information about all the leads, tasks allotted to sales-rep, counts of calls and visits made and the sales contract entered for the period, the entire where-about of the client can easily be accessed through this solution in just few clicks. Instead of going through different software for different details, find them all at one place.
Leads and Customer
Take an all round view of the potential leads, monitor the tasks performed to identify, attract and secure such leads and coordinate with customers to maintain a long term business relationship.
360' View of Leads
Store your leads’ tiniest to mightiest detail for you to access it later at the time of sales call. A complete overview of the lead helps in cementing the sales possibility.
Categorize your leads as per their interest score and draw periodic statistics to set your lead priorities. In future, target the ones with the maximum score and bag the sale.
With great sales comes great paper work. Reserve all the documentation from registration to legal forms in the client’s database and avoid dealing with hardcopies.
View Related Activities
The whole web of activities and events related to one particular client can be accessed easily as everything gets stored in the client reservoir.
Meetings, Calls, Task
Contrive what tasks can be performed and by whom, schedule meetings with sales representative, time the calls and durations of them and make sure every task is adhered to the designed time table.
An elaborate calendar is generated for each individual sales representative to show the time table of the day’s meetings and calls that are to be attended by them.
On or off the sales field, schedule upcoming meetings with leads as per your convenience. The date, time and venue of meeting will be recorded and notified accordingly.
Insert new tasks (call, visit, documentation) in the software and get reminded on time. The list of pending and finished tasks assists you in tracking the progress with leads.
Keep track of the number and duration of calls made to the leads. Enter the details in the database to know how much efforts are to be made in future to secure the account.
On the Go Access
With Our Mobile App
Working on a sales lead, sales executives have to visit various sites and stay out of touch with the web based solution. The portable mobile application reflects what can be seen on a desktop in just a smaller screen.
360' View of Leads
Sales personnel, away from office set-up, can access the entire lead information through the mobile application and make informed deals.
Offline Access and Sync
One of the most convenient features of the solution is it even works without an internet connection. You can retrieve client information when you’re offline as the entire data is integrated with the mobile app.
Check-In & Check-Out
With the help of Geo-Tagging tool, mark your attendance at the time of check-in at the client’s place. Similarly check-out at the time of departure.
Daily Calendar & Notifications
Have your personal calendar to view all the pending schedules to attend and get regular updates and reminders for the tasks.
Tailored as per
CDP’s products repute for molding as per client’s personal needs. Each business has its own individualistic range of sales and a pattern of process to achieve it. SPM is designed and executed to bring out results as per such pattern.
The solution generates tasks on automated basis which are to be performed on everyday schedule to secure the leads.
Create personalized workflow according to client’s business structure so that leads can be added and tasks can be assigned in an optimum and judicious way.
Reporting and Monitoring
Produce different timely reports and statistics as per your preference. Deploy strategic filters and arrive on desired digits.
Measure your conversion of leads into secured sales which will help you decide the time and resource to invest in each acquisition.
Evaluate every activity performed by the sales representative and how many leads are translated into successful sales to know what is working and what is not.
Sales Force Tracker
Track your sales personnel’s location at the client’s place with the Geo-Tagging installation to know the number of hours spent in cracking the deal.
With sales force tracking, mark the presence and absence of your employees. The Check-In and Check-Out time gives an exact calculation of their working hours.
Some more of the attractive traits that gives our Sales Performance Management a total preferable edge
Attendance has never been easier and genuine since everything gets tracked with the employee’s log-in and log-off into the app.
All the expenditures incurred during attaining a sales account can be recorded by the personnel who can be later reimbursed.
A PDF file containing all the product and service catalogue of the business can be uploaded on the application and accessed by the sales person to view any detail.
Publish surveys on the web portal and ask for the clients to participate and share their opinions and preferences on business matters.
Sales employee can hold conversations with each other regarding lead acquisition and sales related matters.
Segregate and manage client data for every separate branch and location and allot control to the managers according to the authority hierarchy.
Switch to 1CView
CDP is always your reliable partner in the digital transformation journey. We enable a smooth and swift switch to 1CView from your current business solution without a tinge of hassle.
Import Existing Data
Migrate all your data from the existing system to the new one so that you don’t have to start from the scratch. We understand that time is money.
Integrate with Existing Systems
If client requires, our solution is flexible enough to be integrated with their existing system and give them a sleek work experience.