|
|
| Right from Prospect rising to
Inquiry Management, Follow ups for Inquiry,
Complain Management, Quotation for particular
Inquiry, Service Call Management. |
|
|
 |
Objective |
| |
To manage Inquiry related with different
services and attended by, followed by,
each & everything related with Inquiry.
|
|
|
|
|
|
AREA OF
APPLICATION |
| |
Small and large scale service based
business sectors.
|
|
|
|
|
|
Features &
advantages |
| |
 |
Sales Enquiry |
|
|
Inquiry Follow up |
|
|
Sales Quotation |
|
|
Inquiry Scheduling |
|
|
Reminder for Inquiry and its
follow up |
|
|
Elaborate
Customer and Prospect Master |
|
|
Activation and
de-activation of Customer |
|
|
Customer
ranking and history |
|
|
From Date and
To Date reporting |
|
|
Standard
reports like sales enquiry,
follow ups for inquiry, sales
listing, sales analysis based on
item, location, address and
analysis codes, and user-defined
reports on quotations, orders,
invoices, etc. |
|
|
|
|
|
Modules
|
| |
 |
New inquiry |
| |
|
|
Inquiry ID |
|
|
Inquiry Type
(Air booking,
Holiday package,
etc.) |
|
|
Inquiry Date |
|
|
Source of
Inquiry (By
phone, e-mail,
reference,
personal, etc.) |
|
|
Contact Person
Name |
|
|
Contact
Information |
|
|
|
1. |
Area |
|
2. |
City |
|
3. |
State |
|
4. |
Country |
|
|
|
Company Name |
|
|
Description |
|
|
Inquiry Priority
(Hot, Cold,
etc.) |
|
|
Inquiry received
By |
|
|
Follow up date |
|
|
Add to reminder |
|
|
Inquiry Status
(Pending, In
progress,
Completed,
Rejected) |
|
|
|
|
| |
Reports
|
| |
|
|
Daily/Weekly/Monthly/Quarterly/Yearly
Inquiry Report |
|
|
Status wise
Report (Pending,
In progress,
Completed,
Rejected) |
|
|
Inquiry Type
wise Report |
|
|
Sales Person
wise Inquiry
Report |
|
|
Area, City,
State, Country
wise Inquiry |
|
|
Customer/Company
wise Inquiry |
|
|
|
|
|
|
Inquiry follow-up
|
|
|
|
|
Inquiry
Selection |
|
|
Followed by |
|
|
Follow up date |
|
|
Follow up Task |
|
|
Description |
|
|
Reminder for
next follow up |
|
|
Inquiry
completed or
continue |
|
|
|
|
|
|
Reports
|
|
|
|
|
Inquiry wise
follow up
details |
|
|
Sales person
wise follow up
details |
|
|
Date wise
follow up
details |
|
|
Follow up
count wise
Report |
|
|
|
|
|
|
Quotation
|
|
|
|
|
Inquiry
Selection |
|
|
Quotation date |
|
|
Created by |
|
|
Approved by |
|
|
Rates |
|
|
Rate Validity
date |
|
|
Quotation Expiry
Date |
|
|
Description |
|
|
|
Reports
|
|
|
|
|
Inquiry wise
Quotation
details |
|
|
Date wise
quotation |
|
|
Approved by
quotation
details |
|
|
Created by
quotation
details |
|
|
Status wise
quotation
details |
|
|
|
|
|
|
Sales Order
|
|
|
|
|
Quotation
selection |
|
|
Created by |
|
|
Approved by |
|
|
Sales Order Date |
|
|
Description |
|
|
Amount |
|
|
|
Reports
|
|
|
|
|
Quotation
wise Sales Order
details |
|
|
Date wise
Sales Order |
|
|
Approved by
Sales order
details |
|
|
Created by
Sales Order
details |
|
|
Amount wise
sales order
details |
|
|
|
|
|
|
|
|
 |
|
|
