Click to enlargeDescription:EQMS Lite CRM has been designed keeping in mind, the need of small business, to help them organize sales process and accelerate growth.
features
Typically Sales lead management involves 3 important stages, which are covered in EQMS Lite.
- Enquiry
- Follow-up
- Closure
Enquiry/lead
You may receive enquiries from various sources such as Newspaper Advertisement, Internet Advertisement, Cold Call etc.
Proper Management of this lead information enables you to analyze and track the product, or source that generate more leads/enquiries.
It also helps you to store the customer contact details in an organized way, so that it is easily available whenever needed.
Capturing of information is essential to convert a potential customer into a buyer.
Follow-ups
Most of the deals are lost to competitors due to less follow-up or over follow-ups.
Proper management of follow-up information prevents leads, from going cold.
EQMS Lite enables you to record the complete details of follow-up such as mode of follow-up if it is phone, email or a personal visit and so on, date and time of follow-up, brief about the communication done and the next follow-up details.
It also provides you the entire history of lead follow-up in a single glance.
Responding quickly to prospects increase the chances of winning the deal. Moreover recording follow-up details provides the history of communication done with the prospect.
Closure
After series of follow-up the lead is moved to the final stage that is closure.
Managing closure details enables you monitor and track the overall sales performance.
In EQMS Lite you can track the status of lead/enquiry i.e. booked, lost or cancelled along with the status reason for winning or losing the deal.
Tracking closure details lets you analyze, overall sales performance such as leads/enquiries converted into sales, deals lost to the competitor or cancelled.
other features
reports
data backup and restore
Categories
