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Sales Activity Management (SAM)

Sales Activity Management System is designed to help salespersons plan, monitor, control, and organize their contacts, opportunities, and ongoing actions in one consolidated place. This system enhances the visualization of sales funnel performance, optimizes time management, and eliminates bottlenecks in the sales process before they become problematic. SAM provides detailed reports on ongoing deals and past activities related to sales processes or customers, making it an invaluable tool for tracking sales activities and achieving personal targets. The SAM system serves as a reliable platform for maintaining customer history, helping predict future behavior and improving customer satisfaction and retention.

Sales managers can measure the activities of all sales representatives daily, optimizing decision-making towards defined goals. They receive a comprehensive overview of team members and customers, with real-time reports on outstanding balances and ledger statements.

Advantages of Sales Activity Management

  • Maintaining Customer Information: Keep detailed data points, including multiple location addresses, business lines, contact details, products sold, opportunities, quotations, and various activities/follow-ups.
  • Generating Opportunities from Leads: Track the status of each opportunity from inception through its various phases until closure. Create and send quotations/proposals using user-defined templates via email directly from the system.
  • Tracking Activities: Log daily activities for individual customers and opportunities for future reference by other users. This history aids in profiling customers and devising the right strategies to address them.
  • Monitoring Daily Activities and Follow-ups: Oversee customer interactions and sales processes, ensuring timely follow-ups.
  • Periodic Financial Reports: Get up-to-date financial positions of customers, including transaction details and pending bills with due dates and amounts. Salespersons have access to current financial details without entering Tally.
  • Team Management and User Access: Create a hierarchy of branches and teams, define multiple roles for each user, and manage masters and housekeeping functions such as backups and data point transfers.
  • Comprehensive Reporting: Generate filtration reports at each stage of activity, manage a hierarchy list of all teams, work profiles, and users, and provide personalized work profile accounts for all sales reps.
  • Database Management: Maintain a well-organized database with all necessary information about customers and prospects.

Datapoints

Create and maintain detailed information about your customers and prospects, including multiple location addresses, business lines, contact details, products sold, opportunities, quotations, and various activities and follow-ups done.

Opportunities

Create, manage, and track the status of each opportunity from its inception through various phases until closure. Generate quotations and proposals as per user-defined templates and send them by email from the system.

Activities

Register all daily activities done for individual customers and opportunities for future reference by other users. This history helps profile customers and devise the right strategies to address them.

Ledger and Outstandings

SAM provides the current financial position of customers, including transaction details and all pending bills with due dates and amounts. Salespersons get up-to-date financial details without entering Tally.