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Blog - Products, Support and Sales

recover deleted records

You need to recover deleted records when they are deleted by mistake or sometimes intentionally.  Every lead is important and smallest of customers can become big revenue source for the company. Sometimes it is done by mistake but there are c

Published on September 27, 2017 by - Dinesh Nim

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revenue sales report

Revenue sales report or amount based sales report is created to know actual revenue we generated since we are using this software. It gives a clear picture of performance till date and asp clear view of potential revenue, current amount in follow

Published on September 26, 2017 by - Dinesh Nim

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team management tools and techniques

Team management tool is available to help you create and control sales teams in the system. This tool is helpful if you wish to create new team, transfer people from one team to another or simply add individual contributors in the sales team. You

Published on September 26, 2017 by - Dinesh Nim

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company details

Company details are associated with general company information such has list of branches, head offices address, phone number and email ids. Company detail is available with all users in the system. For example if a customer over the phone asks fo

Published on September 26, 2017 by - Dinesh Nim

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Product management and price changes

Product management feature allow creating list of products or services that you sell. This is also an initial step when you start using sales software. Product short summary and pricing details are entered in the system. These details are availabl

Published on September 26, 2017 by - Dinesh Nim

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manage sales team effectively using sales software

Manage sales team effectively using sales software is a good idea because when you start using sales software to increase revenue, you are organizing sales force. Managing sales force is important because sales department is considered as most val

Published on September 26, 2017 by - Dinesh Nim

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mobile sales software

Mobile sales software is a term used for responsive user interface our sales team software come equip with. Good software should be compatible with various screen sizes to ensure great user experience. Why should a company ask customers to purchas

Published on September 24, 2017 by - Dinesh Nim

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meeting planner

Meeting planner allow user to add their upcoming meetings with potential customers. With meeting planner you can check out all upcoming meetings at one place, pending meetings and also meeting those have already been done. A good meeting planner e

Published on September 24, 2017 by - Dinesh Nim

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sales follow up

Sales follow up is associated with contacting a potential customer with objective of finalizing a sale. Companies use many sales follow up techniques to attract customers. Most of the time this information is kept in notebooks excels spread sheets

Published on September 23, 2017 by - Dinesh Nim

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lead transfer system

Lead transfer system allows admin to switch lead from one executive to another. Lead transferring is used when sales executive is absent for long time or has resigned from the company and we want someone else should work on potential customers. Us

Published on September 22, 2017 by - Dinesh Nim

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