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Saleswah CRM- Features and functions                                                               Campaigns are marketing...
Saleswah CRM- Features and functions                                                              Contact Manager2. Market...
Saleswah CRM- Features and functionsTasks related to a contact-                                account record.can be seen ...
Saleswah CRM- Features and functionsTask managerSaleswah allows you to schedulea task for yourself or for anyonebelow you ...
Saleswah CRM- Features and functions Marketing campaign management and lead generation Saleswah has comprehensive campaign...
Saleswah CRM- Features and functionsSaleswah differs from other platforms                          forwarding note. With u...
Saleswah CRM- Features and functionsLeads and deals                                                 by the changes in the ...
Saleswah CRM- Features and functionsNow, synchronize with Google!                                Mobile alertsKeep your co...
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Saleswah datasheet

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Contact manager, account manager, task manager, contact and tasks synch with Google apps, sales team and territory management, Quotes, proposals, invoices, forecasting, reports and dashboards

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Saleswah datasheet

  1. 1. Saleswah CRM- Features and functions Campaigns are marketing led engagements with contacts and accountsSaleswah CRM is an enterprise aimed at getting more leads for the sales people to follow. Theclass hosted software product campaigns are created by a process of designing an email template,that is constantly adding to its then selecting a filtered list of contacts to email to and then emailingfeatures and functions. Saleswah them. The purpose of the emails could be email newsletters, seminarCRM synchs with your Google invites etc.Apps account Tasks and Contactsand allows Single Sign On using Tasks are activities that you have scheduled and assigned to your salesGoogle Apps credentials people to perform related to some product and contact.Please visit us online at Sales proposals are created and saved as draft for anyone to access,www.saleswah.com and follow modify and send out saving time.our bloghttp://blog.saleswah.com where Quotes, purchase order acknowledgements and invoices are self-we will keep announcing new explanatory.features and functions on a A deal is an opportunity and Saleswah offers you the ability to track itsregular basis. By its very nature, progress through the stages, map the tasks and quotes associated withthis document is outdated almost it and forecast a possible closure date and chances of a win.as soon as it is published! Saleswah usersBasic terms used in Saleswah: Saleswah allows various classes of users who have different roles inAccounts are organizations you the organization. These users differ in terms of their access tosell to and Contacts are people functionality as well as their access to the part of the database. For athat work there; people you need detailed description, please contact Saleswah Sales. Briefly, the rolesto meet, phone, email or are:otherwise engage to getbusiness. Contacts in Saleswah 1. Sales:are grouped under Accounts. a) Sales Executive/ Account Owner b) Sales Manager Data subject to change without notice © Anwesha CRM Pvt Ltd Version 1.5 October 2012 Visit www.saleswah.com for latest features Page 1
  2. 2. Saleswah CRM- Features and functions Contact Manager2. Marketing Add, update, delete contact records. Also upload your contact list from3. Administrator (who can also Excel or synch with Google Apps.double up as a manager)4. Telesales/ Receptionist/ Sales co-ordinatorSaleswah customizationSaleswah allows customizationat the user admin level forvarious functions. You can pickyour currency (ies), upload yourlogo, configure your email,upload product list etc.More customization? Expect to spend a lot of time on this screen, as most customer facingTalk to us and we will examine your activities like sending literature, sending a quote or proposal can beparticular need. initiated here. As those activities are performed, they are automatically logged in Saleswah, under the same contact record.Modules/ Features:We are listing all the features ofSaleswah below this. Depending onthe specific role of the user in thesystem, some roles may not beavailable. Data subject to change without notice © Anwesha CRM Pvt Ltd Version 1.5 October 2012 Visit www.saleswah.com for latest features Page 2
  3. 3. Saleswah CRM- Features and functionsTasks related to a contact- account record.can be seen under the TaskstabAccount ManagerSee all the accounts in a list, sort,filter. You can merge duplicateaccounts as well- which brings allthe contacts and related activitiestogether under the same newaccount record.You can create an account recordand then add contact records to itor create an account record in theprocess of creating a new contactrecord.Other informationThe contacts within the accountand the comments about theaccount are stored in separatetabs, all information captured over Accounts screen views: List, View details and modify, Contacts andtime, by whoever has anything to comments tabscontribute.You can sort, filter, delete and Accounts are very important in Saleswah’s scheme of things. All othermerge account records. Merging records like leads, deals, contacts are aggregated and correlated at theallows you to get rid of duplicate account level. Accounts are the level at which responsibilities/ ownership isrecords at the same time, ensuring established- an account can only be assigned to a single account owner/the contacts, deals, tasks etc ofthe merged records are kept sales executive.associated with the same merged Data subject to change without notice © Anwesha CRM Pvt Ltd Version 1.5 October 2012 Visit www.saleswah.com for latest features Page 3
  4. 4. Saleswah CRM- Features and functionsTask managerSaleswah allows you to schedulea task for yourself or for anyonebelow you in the direct chain ofcommand. You can add acomment and relate this task toa product. It is necessary toselect the customer contact towhom the task is related.The task once created, isassigned to the account owner Task view update screenand he can update the taskstatus, add comments andchange the follow up date withfull visibility to his supervisors.History of all tasks aremaintained in the system. Adashboard shows you bird’s eyeview of the pending tasks withall executives. Open tasks by owner/ managers and type of task: ReportData subject to change without notice © Anwesha CRM Pvt Ltd Version 1.5 October 2012 Visit www.saleswah.com for latest features Page 4
  5. 5. Saleswah CRM- Features and functions Marketing campaign management and lead generation Saleswah has comprehensive campaign management capabilities. It can create campaigns such as newsletters, seminar invites and log the responses to the database automatically. HTML newsletter – embedded with tracking codes and customization tags So, you can invite contacts to a seminar on email and have an updated list of those who have registered for the seminar. More interestingly, all marketing campaign responses are stored and correlated with the other activity data in the database constantly – like literature mailing, seminar attendance, sales calls etc to Campaign responses and follow up: judge when to send a automatic Responses from campaigns are available real-time. You can get a list of trigger to the sales executive registered attendees in a seminar right in the campaign screen so that on regarding a possible the day of the seminar, you can mark the ones who attend present. opportunity to sell- or a “lead”. This is unique to Saleswah. Automatic lead identification and triggering: A Saleswah specialData subject to change without notice © Anwesha CRM Pvt Ltd Version 1.5 October 2012 Visit www.saleswah.com for latest features Page 5
  6. 6. Saleswah CRM- Features and functionsSaleswah differs from other platforms forwarding note. With upto 3 attachments to every proposal possible.in being a complete platform forperforming and logging all customer Quotationsfacing activities. Rarely do you need to Do you need to send formal quotations, with taxes, discounts, deliveryleave Saleswah for performing any of terms, payment terms and such? Use the inbuilt quotation builder and sendthe activities that Sales and Marketing out professional looking quotes such as these:folks need to perform.Saleswah adds to that experience. Ittrawls through the database siftingthrough all the activities, responses,attendances in events, requests forquotes etc and when it spots activitiesin an account converge around aproduct class, it triggers the accountowner that there is a “lead” for him tofollow.Sales ProposalsYou can create professional lookingproposals for use in different salessituations for your sales people to Quotes and Sales Proposals can lead to Purchase Orders and theymodify and reuse. Especially useful for sometimes need to be formally acknowledged on amended terms andstandardizing responses to conditions. This is why, Saleswah allows you to log a PO Acknowledgementpreliminary inquiries, periodic directly from the platform as well and send to the customer.responses to channel partners etc.This is also useful when you want tosend your quotations with a Data subject to change without notice © Anwesha CRM Pvt Ltd Version 1.5 October 2012 Visit www.saleswah.com for latest features Page 6
  7. 7. Saleswah CRM- Features and functionsLeads and deals by the changes in the values of the constituent deals.Leads can be created in the system,either automatically or by someonemanually flagging a contact as a leadfor the responsible sales executive tofollow through. In either case, a lead isa sales intent captured at thepreliminary stage. Leads need to befirst thought worthy of being followedup by the sales executive, where hemarks it as a deal.A deal is a qualified sales opportunity.The sales executive works on it andlogs the names of the decision makersand their roles in the purchase process,stages of the deal- has the product (s) Sales deal record- log and update stages and forecast month and chancebeen discussed and do the decisionmakers like it, has the customer budgetbeen identified, have the items beenquoted for and if so, is the quote withinthe budget. The sales executive alsomakes two qualitative judgements:when will she forecast the order tocome in and what are the chances of awin. The deal record contributes to the Sales forecast reportsales funnel which is always updated Data subject to change without notice © Anwesha CRM Pvt Ltd Version 1.5 October 2012 Visit www.saleswah.com for latest features Page 7
  8. 8. Saleswah CRM- Features and functionsNow, synchronize with Google! Mobile alertsKeep your contacts synchronized. Salient details of all tasks and leads created in Saleswah are automatically sent by SMS to the sales executive wherever she is in the world.Now, you don’t need to worry aboutwhether your contact data in Gmail Customizationis current or indeed, have to retypeall the information you entered in The following customizations can be done by the user.Saleswah in Gmail. Intelligent 1. Add logoContact synchronization is just aclick of a button away. 2. Currency: select master (default) currency and other currencies to use and the conversion factor from the master currency.To do this, you must have a GoogleApps account (no, we do not 3. Add your own tasks to the system.support synchronizing with personal 4. Upload your quotation terms and conditionsGmail accounts, yet) and your role inSaleswah must be that of an 5. Modify and save as many custom templates for proposals and emailAccount Owner. newsletters as you want.And, effortlessly keep track of your If you need more customized changes specific to your requirements, pleaseSaleswah tasks in Google calendar contact us.too! Simply synchronize your taskswith GoogleTasks. Saleswah! Anwesha CRM Pvt Ltd; A43 Sector 7, NOIDA 201301As in Contacts synch, any changes www.saleswah.comyou make to your tasks in Google +91 9990172233|+91 120 4202319|sales@saleswah.com |will show up in the correspondingtasks in Saleswah and vice versa. Data subject to change without notice © Anwesha CRM Pvt Ltd Version 1.5 October 2012 Visit www.saleswah.com for latest features Page 8

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