I want to set and monitor Target Vs Achievement

eBizWiz CRM Target module will record Target on an Office as well as Sales Team. This target can be set in Volume and Value.

Achievement is shown against the set target when a Quotation is Won, Sales Order is prepared and Customer is Billed.

I want to know which marketing promotion mode generates most inquiries and orders.

eBizWiz CRM Marketing module will allow you to plan and manage campaigns to promote your Brands, Products and Services. It is designed keeping in mind the 4 Ps of Service Marketing ie. Place, Product, People and Promotion.

Uniqueness of this CRM module is that you will be able to define a campaign, budget for promotion, track your marketing expense, analyse the success of a campaign and arrive at the best way to promote your Products and Services.

Campaign management and its effectiveness can be measured by the Inquiries generated and recorded in eBizWiz CRM.

Our CRM modules are built to effectively give you a 360 degree view of your prospects as well as your clients.

I want to give follow-up reminders - sales person-wise.

On daily basis eBizWiz CRM can send email alert and SMS alert to each Sales Person. Also follow-up activites will be visible to each Sales Person on his Dashboard as well as to the Manager.

I want to know open inquiries - By Sales person, Sales Stage

New inquiries are allotted to Sales Person. Open Inquiries are maintained in eBizWiz CRM Sales Person-wise. As and when the Sales Person updates the inquiry, this list is updated and is visible on the Dashboard.

I want to update Sales activities on a Mobile device.

If using a mobile device, upon login, Sales Person will be shown a list of Done, Pending, Today and Future sales activities. In this single interface, user can update sales activities and assign next actions. Sales stage and Status of Inquiry can also be updated here.

I want to analyse the reasons for lost Inquiries

I want a list of open quotations - sales person-wise.

eBizWiz CRM will help you monitor the performance of Sales Persons with respect to Target V/s Achievement and value of open quotations on your finger-tips. This will help you monitor and achieve your Sales Targets.