Lead Management System

Our Lead Management System (Sales CRM) will stream line management of your sales, leads and enquiries on which company’s sales people are working at present.

LMS – LEAD MANAGEMENT SYSTEM: WEB-BASED SALES CRM SYSTEM

DI InfoTech has built LMS or Sales CRM System on a standard, non-proprietary Web-based architecture. With Sales CRM system IT companies can automate the process of tracking any lead on the basis of various stages like first meeting done, RFP received, proposal submitted, negotiation done ,order closed etc.

SALES CRM SYSTEM ENABLES YOU TO:

  • Send the timely reminder to the sales peoples for the follow up of any lead and prompt them to send proposal or tender on or before due date of the same.
  • Allow sales managers to review all the sales opportunities (on going cases) of all the managers sales team members.
  • System to track each lead which will allow management to do decision making and identify the source of maximum leads.
  • Review the reports as per the privileges and login types as sales persons or sales managers.
  • Allowing sales people to upload the copy of proposal with the sales opportunity in the system.
  • Manage any special discount should be given to different proposals.
  • In case denial of order by the customers, CRM maintains the reasoning for losing the opportunity for future analysis.
  • CRM provides the various MIS reports to the management like what is the Leads vs. Order closure ratio of each sales person, total sales funnel of a location or region, product wise sales funnel, sales person or sales manager wise sales funnel, list of leads where proposal has been submitted, list of leads which are expected to close in certain period of time.