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Sales Activity Management (SAM)

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Sales persons can now easily Plan, Monitor, Control, and Organise their contacts, opportunities and ongoing action at one consolidated place with the help of our Sales Activity Management System. What this does is it results in better time management, good visualization of funnels performance, and further removes any bottlenecks before they appear during the sales process and start creating problems. A Company with Sales Activity Management can easily procure a detailed report about any ongoing or past deals related to the sales process or customers. Complete tracking of Sales activities is now available with the Sales Activity Management tool. It is a reliable platform that also helps in maintaining customer history which further assists you in predicting his future behaviour pattern. You can study customer behaviour and use it to improve customer satisfaction with the help of Sales Activity Management.

Regular Sales activities of the sales representatives can be measured by the Sales Manager and efficiently optimize the decision-making process.

SAM also provides the sales manager with a complete overview of all his team members and customers and can get real-time updates about the ledger statements.

Sales Activity Management provides the following advantages:

  • Maintaining Customer Information i.e Datapoints
  • Generating opportunities from generated leads
  • Tracking activities of customers,employees and Sales Process.
  • Monitoring the daily activities and follow-ups of customers.
  • Periodic reports of ledger balances and outstanding of customer account
  • Team Management and User Access
  • Reports on follow-ups and touch points with customer
  • Filtration reports in each stage of activity
  • Hierarchy list of all Teams, Work Profile and User
  • Personalized Work profile account for all the sales rep
  • Database Management with Maintenance
  • Management of all the Masters from Company creation to Release Datapoints
  • User Management and Password policy.


SAM creates and maintains information about not only your customers but also potential customers. It can store multiple location addresses, Contact details, Business lines, information regarding Products sold, opportunities, quotations, and other activities/follow-ups done.

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You can regularly register the activities done for individual customers/opportunities for future reference. This helps in making the right adjustments for every individual customer based on their behaviors.

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User Management

With utmost comfort, you can create a hierarchy of Branches, teams and then users under them. Then you can also define multiple roles for each user. Creating and managing masters and housekeeping functions such as transfer and back up of data.

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Now you can create, manage and track the status of every opportunity right from when it started, while covering its various phases as it progresses, so when it is closed. It can also create quotations/proposals according to the needs of the users and send it automatically via email through the systems.

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Ledger and Outstandings

SAM can easily access the current financial position of the customers along with the transaction details and pending bills(with due date and amount). This helps you in getting the up to date details of the customers without even entering Tally.

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