Field Sales Executive Order Management System

Field Management System

1. Sales Mobile App

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3. Introdunction Welcome you all in demonstration of Sales Mobile App The Demo will show, solutions to the problem generally faced by every businesses. It will demonstrate, how to tackle these problem using Sales Mobile App, so that you can increase the business productivity.

4. Why Mobile App In today's world most preferred way of working is thru mobile because as far as we are awake, it there in our hand. PC/laptop will become redundant over a period.

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7. ? To meet with monthly target What is current sales position? Hunt for address before visiting customer Finding easiest route to reach customer visits Informing manager / senior about reaching customer’s place Finding information customers, product price, stock available, credit period, outstanding receivable and past transaction history Distance travelled to claim travelling expense Any other customers in nearby region

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9. ? Track and Achieve monthly and yearly target Evaluate Team Performance Conduct meeting to improve business process and profitability Motivate team members Satisfy management by achieving providing quick sales figures as and when desired by management Knowing sales figures of region, sales person, product Getting Daily Sales Report of team members No of order received

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11. ? Provision of digital signature and customer notification eliminate malpractice by sales agent to get more incentive. Shortfall of achving target Target V/s Achievement module helps sales manager to take quick and corrective action to achieve desired target

12. ? Another difficult task faced by manager / owner Figures............. Are we growing month o month Are we in align with our monthly / Quarterly / Yearly target? Is all our persons on the field / Job? How many meetings done today / weekly / monthly How many order received everyday / weekly / monthly Which region / product / sales person is more productive? Which region / product / sales person is not productive and what are the problems? Even if some one managing these tedious task in excel, you are dependent on him / her. If entries not complete, figures are not real time With Sales Trendz Figures are real time and instant and can be made decision based on it

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14. ? Another difficult task faced by manager / owner Figures............. Are we growing month o month Are we in align with our monthly / Quarterly / Yearly target? Is all our persons on the field / Job? How many meetings done today / weekly / monthly How many order received everyday / weekly / monthly Which region / product / sales person is more productive? Which region / product / sales person is not productive and what are the problems? Even if some one managing these tedious task in excel, you are dependent on him / her. If entries not complete, figures are not real time With Sales Trendz Figures are real time and instant and can be made decision based on it

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27. What makes Zoho CRM the right fit for your organization?

28. Get visual answers from your data Drill deep into your sales data with customizable reports Zoho CRM Analytics empowers everyone in your organization to make data-driven decisions. This includes your C-level employees, management, and sales representatives. Blend your CRM data in multiple ways to understand the underlying trends. Bring together CRM data from leads, contacts, campaigns, tasks, vendors, quotes, and much more. Powerful filtering options help you sift through your data. Filter your data using criteria based on modules, for example - if you are analyzing deals module, you can drill down based on deal type, deal stage, sales cycle duration and so on. Export your reports as Excel, CSV, or pdf files. Share your Dashboards with people who need access to them.

29. Break down forecasts by sales representative, team, and territory to gain insights about your sales performance. Make better forecasts by accounting for completed sales, current targets, deals about to be closed. Use the forecast summary to identify your star performers and determine the strength of each sales team based on the targets they achieved. Keep your most valuable performers motivated by setting higher targets for the next fiscal quarter. Customize your forecasts based on the criteria you want, based on region, hierarchy or any other criteria of your choice. Track Sales Performance Identify the achievers

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31. Customer Trusted on Zoho CRM

32. Chetan Kapadia (Zoho CRM Consultant) [email protected] http://www.regalinfonet.in Mira Road – Mumbai - India

33. Chetan Kapadia (Zoho CRM Consultant) [email protected] http://www.regalinfonet.in Mira Road – Mumbai - India