SKY-CRM MarketingHub

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Sales CRM

Sales CRM offers enterprise-wide features to track sales activities, such as lead generation and follow-ups by the sales team. It automates and facilitates the sales force, enhancing productivity. Key features include:

  • Defining the sales force hierarchy
  • Geographic region distribution
  • Capturing enquiries from various sources
  • Uploading prospective client information
  • Daily Call Report (DCR) from the sales force with built-in approval workflow
  • Lead generation, follow-up, and qualification
  • Defining Bill of Material (BOM) or Bill of Resources (BOR) for qualified leads
  • Cost estimation capabilities
  • Proposal generation, approval process, and email delivery to clients
  • Proposal follow-up and status updates in DCR
  • Order status updates
  • Reports and analytics

Additional features

  • Bulk email campaigns
  • Price list reference on mobile browsers
  • Target setting by product/service, quantity, or value
  • Business share allocation among the sales force based on contributions
  • Field visit conveyance approval and payouts
Sales CRM

Communication, Financials & Admin Control

Core CRM & Sales Management

Email & SMS Integration

  • Send personalized emails and SMS from CRM
  • Use ready-to-send templates for quick follow-ups
  • Track delivery, open rates, and responses

Quotation & Invoice Generation

  • Create cost sheets for complex RFQs and follow approval workflows as per configured rules.
  • Generate GST-compliant quotes/invoices and convert quotes to sales orders instantly.
  • Maintain complete records of all financial documents.

Mobile Access

  • Access CRM on mobile devices anytime
  • Add leads and view tasks on the go
  • Stay connected with your team remotely

Role-Based Access Control

  • Define user roles with access restrictions
  • Protect sensitive data from unauthorized views
  • Improved data privacy and team accountability 

Enquiry and Lead Management

  • Provision to record in-bound enquires or generated in Campaign and assign to sales force.
  • Ability to generate leads from multiple sources such as Enquires, Campaign, Web searches etc.
  • Track lead status, follow-ups, and conversion progress

Contact & Account Management

  • Store all customer and vendor details in one place
  • Access full communication history anytime
  • Segment contacts for targeted communication
  • Improve relationship management with a 360° contact view

Task & Activity Management

  • Create tasks and assign them to team members
  • Set deadlines, reminders, and priorities
  • Monitor progress of daily sales activities

Sales Pipeline Tracking

Reports & Dashboards

  • View real-time data on leads, sales, and follow-ups
  • Export reports in Excel or PDF formats
  • Filter data by date, user, or department

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