CRM Software

Best CRM Software in India

  • Lead Generation: Managing leads is easy as it works for creating best sales leads in minutes from anywhere. It keeps you connected to the high priority prospects in a faster and smarter way.
  • Advance Weekly Planner: Under this module, all pending sales call are re-grouped and can be allocated to different sales person along with their cost estimates. This feature is very important for companies where sales employees travel out station a lot. Thus through this feature, spending on the travel schedule of a specific employee for the week can be ascertained and considering the costs, the sales call could be allocated and sales and productivity can be enhanced while reducing the costs.
  • Contact Management: Capture leads easily on Sales Mantra and store their contact information categorically (segment, source or location wise). The information can also be categorized as per account managers or executives for responsible account management.
  • Order Management: Centralize all orders easily on Sales Mantra with approval mechanism in order to categorize all to evaluate performance of ( Employee,Product,Source etc..). The information can also be given alerts and notification for dispatch orders and pending for dispatch orders with analysis.
  • Targets and Projection: Managers can set targets for executives & products based on which detailed performance MIS for executives is updated online. Sales Mantra also provides an in-built mechanism to define targets for the employee, region, product, as well as for the organization! The sales call tracking automatically updates achievements against the targets and are available at a glance.
  • Leave Management: The software provides a complete separate module for Leave Management. In other words, it gives a facility to the user to mark attendance,( in as well as out) for all their sales personal even if they are not coming to office. Based on such attendance and the holidays, it (sales mantra) makes complete record of the leaves of the employee including the balance leaves in hand, month by month as well as cumulative , as per the policy of the company. It helps the user as well as the management knowing the leave status of the concerned employee besides helping in preparation of salary.

    This module can be updated through mobile phones (android) also.

    Besides, the facility of marking the attendance, computation of leaves, this module also provides the facility of check-in and check-out for the meetings thereby giving the complete details of the various meetings done by any sales person and the time duration of such meeting. Since this feature is mobile (android) enable, it helps in documenting the various meetings with complete ease. While on this, it is important to note that while marking the attendance or giving the check-in / check-out feature, the software, besides time also provides for the location.

  • Library Management: In Library Management, various important information like mailers, presentations, price list, etc, can be kept in a structured way so that they can easily retrieved. The important information can be shared in the library defining the category, sub-category and finally the file. In the present time of work from home this is an important feature.By this feature,the data/information can be stored in the Library of the sales mantra and the same will be available to any and all (subject to rights) 24 hours a day, 365 days a year, and that too from anywhere.
  • Business Potential From Exist: It has been realized that existing customers can provide many fold opportunities for increasing the business in the form of- a) Add on sales b) Cross sales c) References. Hence, this module helps in creating new sales call for existing customers for up-sales, cross sales or obtaining references. By using this features, we expect that the company sales can go up 20 to 30 % atleast.
  • Market Research: Under this module, a facility has been provided to insert the data of all existing customers as well as prospective customers for whom sales call has been created , to document the future potential of the customers/prospective customers in terms of their total demand. This helps the user to understand whether they are getting the appropriate market share from their customers/prospective customers or not. This will also help the users to focus on high potential customers/prospects.
  • Complaint Management: Complaints if left unattended or delayed in reponse, affects the brand value of an organization negatively. Sales Mantra facilitates effective complaint management by allocating the complaints categorically (as per the required skill sets & location). This leads to timely response of complaints thereby reducing the turnaround time and minimizing the chances of repeat complaints. Customer satisfaction raises many fold and the brand shines.
  • Installation Management: The work load of engineers is considered while allocating installation The site location, engineer skill set etc. is also considered by the system prior to allocation of an installation.System helps to identify the sites requiring pre-installation work.Keep a track of complete history of the visits / follow ups of.engineers till completion. Service Head / Management can check the status of each installation segregated on the basis of Location / Skill-set etc.
  • AMC Management: Check the AMC status in just a single click to save time. Sales Mantra also gives information about the potential AMC from a particular region, particular branch etc. Saves time involved in deriving the areas potential and setting targets for respective region, branch or service engineer. A single, comprehensive report gives the areas potential for AMC thus enabling optimal target settings. Real-time analysis and diagnostic capabilities for each region, branch and for each customer and its product is available through Sales Mantra. This shows the analysis of AMC value received, the number of days committed, days left to serve, number of complaints handled as of date and cost incurred. This single report gives you a complete analysis on each AMC contract and lets you see its profitability. The report indicates the actual service cost against AMC revenue thus creating a rational ground for increase in AMC charges and also indicates areas of improvement enabling reduction in service cost.
  • Preventive Maintenance Management: Provides a regular update on tasks related to preventive maintenance and keeps a record of commitment made, commitments pending under warranty, under AMC and other heads, etc. for a particular period, region, branch, customer, or for a service engineer.
  • Business Intelligence Report: Under this module, various information which is being captured by the software (sales Mantra) is grouped in a structured way providing various hierarchy or permutation and combinations. Such information can be seen by the user as well as the management with lot of business Intelligence. Some of the major Business Intelligence reports provided by Sales Mantra are: Employee performance report, Meeting analysis report, Lead analysis report, Order Time cycle analysis, Funnel ageing report, Proposal Analysis report etc.
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