Smart Sales Management mobile app. Maple CRM is a platform for effective and quick sales management.
marketing2907
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16 slides
Jul 15, 2024
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About This Presentation
Manage your sales, client details, generate custom quotations, invoices- all from one single platform- Maple CRM.
Mobile + Web app.
Size: 8.06 MB
Language: en
Added: Jul 15, 2024
Slides: 16 pages
Slide Content
CRM software for Sales and Service Management www.maplecrm.com
12 Years of service excellence 500+ Customers Globally
Service Projects Verticals Sales
Sales Management Sales
Lead Capture Inquiry Management Workflow Automation Follow ups and Reminders Quotation generation (pdf) See Samples Invoice (pdf) Deal Management Repeat order management Geo-tagging for field Sales Sales Management Features One-Touch Communication with leads Generate and Share Quotation in 5 minutes Location Tracking of Field Sales Executives
Sales Management Features Lead Capture from Online platforms Lead Assigning Automation CRM
Sales Management Features Quick view of Tasks and Lead Details from HOME page Reminders, Follow ups and Tasks list Reschedule, Add or Close Reminders Quick view of lead and details High Priority Leads Today’s Conversions
Sales Management Features Quick view of Tasks and Lead Details from HOME page Shortcuts to Access Priority Listings High Priority Leads Today’s Conversions
Sales Management Features Views and Dashboard Customized for EACH executive as per requirement Custom Configurable Dashboard, Multiple Dashboards Custom Views based on Source, Executives, Groups, Priority, etc.
Sales Management Features Unique and Useful features: Follow ups and Remarks Remarks grouped by context Detailed view of remarks, notes and customer journey
Sales Management Features Unique and Useful features: Quotation Builder Multiple Profiles Create quotation profiles for multiple purposes. Variations based on payment terms, product types, discount types, tax rules, etc. Select the right profile and generate the quotation- NO TYPING NEEDED! Layout Customization Customize the design and placements of the elements in quotation. Customizable data fields, heads, footers and text. Manager Approval Quotations can be sent for approval to authorities. After their approval, only then can be sent to the client. Prepare and Send Quotation Over WhatsApp
Sales Management Features Unique and Useful features: Custom Reports, Summary and Analytics Reports Create Reports as per requirements Create report templates on the fly or store it for automatically landing in your inbox! Customize each report the way you want and get the right data delivered. Access Control Define the access to reports- for Admins, managers, groups, executives, etc.
Sales Management on your finger tips! Mobile App (Android and iOS)
5x Productivity upto 30-40% more sales 0% Lead Leakage
Customers Speak
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