Lead Addition
Add new leads instantly in mobile app or web by client types, configurable fields of your interest, source and status at each stage according to their buying interest
Add new leads instantly in mobile app or web by client types, configurable fields of your interest, source and status at each stage according to their buying interest
Assign/ distribute/ schedule leads and follow-ups to your salesperson by region, area, calendar date and by hour in a day. Scheduling can be done in bulk as well.
Salespersons can follow-up on phone or leave for client and visit in person. They can update follow-up meeting details in the required format with changes in status of lead at each stage as per workflow setup for the lead and opportunity management
Configure forms to be filled at each stage by your salesperson. The form can include images, video, audio data and documents
For any lead qualified as a customer, create one or more opportunities by stage and status
within and assign to salespersons
Salespersons can follow-up and track progress of every
opportunity in the system. Send quotations with discount approval process and
invoices
Track and close opportunities from every single contact. Manage multiple product
opportunities across multiple contacts from a single customer. Maximize customer value to
your business
Smart views of leads and opportunities by stage enabling easy and quick prioritization,
scheduling, follow-ups until closure
Clientwise sales person follow-up details with
remarks
Check-in check-out reports with details of time spent and distance traveled for
reimbursements
Attendance, route and real-time location tracking reports
View in web,
mobile or download reports. Analyse using filter option
Schedule a demo of OnthegO Sales Force Automation Software