OverviewSales + is a lead management system cum CRM for small business, that brings the sales team closer to contacts and leads. Sales + doesn’t give 100 features but incomparable few ones which are more practical, useful and easier to use. Sales+ is simpler, practical, easy to use and collaborative system.

Lead ManagementManage all leads & information on single interface and make it accessible to sales team as & when required.

Task ManagementManages everybody ’s to-do list and notify them time to time.

Message CenterBring your customer and sales t e a m o n a c e n t r a l i z e d collaboration platform where they can share & access notes, comments & files.

File ManagerRepository of all shared documents & files.

Quick UpdatesHelps to keep lates t s ta tus reporting about the lead & be prepared for the next meeting.

Form BuilderBuild custom forms to collect leads & contacts from various external sources.

TagCreate your own tag cloud with categorization of contacts & leads.

DashboardKeeps track of latest happenings with your leads & contacts on a single interface.

Contact ManagementKeep contact information of all clients & team members and provide all information of a contact on single click.

Email SynchronizationSynchronize messages on leads & contacts with outlook.

A Lead Management Software

www.salesplus.in | www. info@rightwaysolution.comrightwaysolution.com |

A Lead Management Software

Leads Automation and Lead Management • Create custom forms and integrate with external sources to get leads added into the system when an inquiry has been made through that form.• Auto categorization and assignment of the lead. • Be focused with all your leads on a single interface.• Filter your leads with various filter options such as tags, status, title, date range, customer’s location, responsible person etc.• Bring your customers, sales persons, technical support team and managers on a centralized collaboration platform to share & access authorized information. • Keep track of all happenings on leads and fire updates to involved members. • Allow your sales team to hide their personal notes and task list from others through advance privacy settings.

Sales Team & Customer Collaboration and Activity Management • View detailed activity list on lead & contact.• All involved person in a lead can communicate with each other by posting notes, comments & sharing files with each other.• While sharing notes, comments & files one can set privacy level to make it accessible to other as per desire (private, share with sales team only or public)• Create tasks on a lead and delegate it to others. Follow-up on task and reminder can be set up. • Tag module helps to categorize the leads as per needs.• Post quick updates for status reporting on the lead with managers.

Customer Address Book • Manage all your contacts on a single interface and improve your customer relationship. • Filter contacts with various filter options such as tags, name, location, etc.• Keep all information and updates related to contact like who has contacted him last time, what was the last communication held etc. and fire quick updates to involved members. • Categorize your contacts as per your needs through assigning tags.• Create follow-up tasks and reminders.

Administration

• User, ACL, and team management.

• Share one sales person’s work profile to other sales person on need basis.

• Lead lifecycle management.

• Customization e-mail templates as per needs.

Detailed Features List

www.salesplus.in | www. info@rightwaysolution.comrightwaysolution.com |