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Sales Automation
An Introduction to Our Software & Essential
Best Practices
Hello!
I am Ratheesh
I am from AntColony Technologies, Kochi
We create business automation solutions for various
functions of a business
What it does?
A software application
to manage your sales
and marketing function
at your organization. It
is designed to include
best procedures, proper
flow of the sales cycle,
field staff management,
regulating marketing
expenses and data
evaluation to analyze
business growth.
Sales
Streamlining Work Flow
Common Pitfalls in Sales
A study of sales process and its effectiveness
■ Lack of understanding of prospects
■ No pro-active outlook on lead behaviour
■ Mix up – more than one sales staff contacting the
same lead
■ Missing Information
■ No idea about no. of visits to any typical lead
■ No Lead filtering using sales funnels
■ Lack of timely response from sales person
■ Salesperson working on false leads
■ Faulty reporting regarding lead visits
■ Disproportional claims of sales expenses
■ Lack of communication on closed deals
■ Lack of proper reporting
■ No reminders to alert salespersons
■ No record of sales activity
■ Unable to predict sales demand
■ Lack of transparent feedback
Buyers have a
system, sales
people usually
don’t!
What
changes
can be
done?
Let’s look at our software features –
Client Management
Customer Details. Customer
Communication Log.
Buying Behaviour
Project Details by Customer
Order history
Sending payment reminders
Closed deals and company
contacts
GPS Tracking of
Field Staff
Locate Salesman. Allocate
based on area. Track faulty
sales calls. Send Alerts.
Manage allowances and
incentives. Client locations on
the map
Track Ordering
Locate orders. View order
by each retailer and by
items. Quick view of
Pending Orders. Track
payment collection by
project & clients.
Project Management
CategoryWise Project List.
Create/Edit Project. Offer/Discount
Prices/ Projects by customer and
category view. Projects by closed
vs. pending view
Dashboard
Analytical sales
reports.
Business Summary
Daily Closure
Summary
Staff Activity Log.
Payment Reminders.
Follow Ups.
Activity Calendars
Finance
Management
Payment. Bill Generation.
Payment Follow Up.
Expenses Management.
Payment Settings
Payment History.
Income Reports
There are some more…
Staff Management
Staff Profile, Staff Logs.
Monthly work reports.
Performance reports.
Attendance and Leaves
Payroll generation
Reports
Periodic collection reports.
Sales Reports by Date, Staff
and Products
Marketing Reports.
Income/Expenses Statements
Growth Reports.
Service Request
Management
Calendar of Service
Requests. Service Call
Logs. Staff Allocation.
Pending Request Lists.
TA/DA Allowances.
Payment Collection
What will you gain?
A trouble free
automated system to
monitor sales
progress and insights
to sell more products
and services to
qualified and trusted
clients
Let’s Watch the
Demo
Desktop project
Show and explain
your web, app or
software projects
using these gadget
templates.
Tablet project
Show and explain
your web, app or
software projects
using these gadget
templates.
Android project
Show and explain
your web, app or
software projects
using these gadget
templates.
Contact Us
+91 77368 77278
business@leadstracer.com
info@antcolony.in

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Sales automation CRM

  • 1. Sales Automation An Introduction to Our Software & Essential Best Practices
  • 2. Hello! I am Ratheesh I am from AntColony Technologies, Kochi We create business automation solutions for various functions of a business
  • 3. What it does? A software application to manage your sales and marketing function at your organization. It is designed to include best procedures, proper flow of the sales cycle, field staff management, regulating marketing expenses and data evaluation to analyze business growth. Sales Streamlining Work Flow
  • 4. Common Pitfalls in Sales A study of sales process and its effectiveness
  • 5. ■ Lack of understanding of prospects ■ No pro-active outlook on lead behaviour ■ Mix up – more than one sales staff contacting the same lead ■ Missing Information ■ No idea about no. of visits to any typical lead ■ No Lead filtering using sales funnels ■ Lack of timely response from sales person ■ Salesperson working on false leads ■ Faulty reporting regarding lead visits ■ Disproportional claims of sales expenses ■ Lack of communication on closed deals ■ Lack of proper reporting ■ No reminders to alert salespersons ■ No record of sales activity ■ Unable to predict sales demand ■ Lack of transparent feedback Buyers have a system, sales people usually don’t!
  • 7. Let’s look at our software features – Client Management Customer Details. Customer Communication Log. Buying Behaviour Project Details by Customer Order history Sending payment reminders Closed deals and company contacts GPS Tracking of Field Staff Locate Salesman. Allocate based on area. Track faulty sales calls. Send Alerts. Manage allowances and incentives. Client locations on the map Track Ordering Locate orders. View order by each retailer and by items. Quick view of Pending Orders. Track payment collection by project & clients. Project Management CategoryWise Project List. Create/Edit Project. Offer/Discount Prices/ Projects by customer and category view. Projects by closed vs. pending view Dashboard Analytical sales reports. Business Summary Daily Closure Summary Staff Activity Log. Payment Reminders. Follow Ups. Activity Calendars Finance Management Payment. Bill Generation. Payment Follow Up. Expenses Management. Payment Settings Payment History. Income Reports
  • 8. There are some more… Staff Management Staff Profile, Staff Logs. Monthly work reports. Performance reports. Attendance and Leaves Payroll generation Reports Periodic collection reports. Sales Reports by Date, Staff and Products Marketing Reports. Income/Expenses Statements Growth Reports. Service Request Management Calendar of Service Requests. Service Call Logs. Staff Allocation. Pending Request Lists. TA/DA Allowances. Payment Collection
  • 9. What will you gain? A trouble free automated system to monitor sales progress and insights to sell more products and services to qualified and trusted clients
  • 11. Desktop project Show and explain your web, app or software projects using these gadget templates.
  • 12. Tablet project Show and explain your web, app or software projects using these gadget templates.
  • 13. Android project Show and explain your web, app or software projects using these gadget templates.
  • 14. Contact Us +91 77368 77278 business@leadstracer.com info@antcolony.in