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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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