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Salesfolio
SalesFolio™ is a web based CRM – Customer
Relationship Management - solution that provides all the required
functionalities so that you can enjoy instant gratification in terms of increased
revenues, total efficiency, account management, opportunity management, lead
management, acitivity management, intelligent reporting etc. This tool can be
used to streamline your organization’s sales processes to make your sales team more
effective. The application provides Sales Automation based features for
managing, reporting and analyzing the flow of information throughout the sales cycle.
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Functionality
- Marketing Management:
Using this you can plan and analyze your marketing initiatives more
effectively. All your leads are stored in a central database so that they and can either be
assigned to a sales team member or kept in a Lead Cafe for future processing.
- Relationship Management:
Relationship Management gives you a complete picture of your
customers and their purchase habits. It helps you in managing your accounts and
sales more effectively and opens the door to repeated business for building
long term and turnkey relationships with your customers.
- Content Management:
Stores all the vital information at a central space for easy access by
all team members.
- Product and Role Management:
Helps in categorizing your products and defining the role of your team
members.
- Sales Management:
It helps you manage all aspects and phases of your sales cycle. You can
perform a comparative and SWOT analysis between your products and similar ones
existing in the market. It helps judge how soon you can close a sales
opportunity. It substantially lightens the sales team workload and streamlines
the whole sales process.
- Time Management:
Helps you reduce the sales team coordination efforts by effective time
planning.
- Analysis, Forecasting and Trends:
Provides functionalities to generate sales reports, monitor sales
team performance, and plan the future strategies.
- Data Transfer and Synchronization:
Allows interface-based migration of legacy data as well as the
upcoming technology formats. To add a new client one has to only make a new
style sheet as per the client and make an entry in a file association table
file.
- Outlook sync:
Import all your previous contacts from outlook.
- Desktop sync:
Keep your wholesales team up to date by updating the corporate data in real time.
- Industry Specific Customization:
With an industry-specific customization, we pre- configure
SalesFolio software in all of the above areas and add new features as needed.
All of the customization changes can be rapidly implemented
What you get
- Exclusive ownership rights
- Complete source code
- 3 months free customization support for logo, colors, features
etc
- All relevant documents
- Future maintenance
Information available on request

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