Customer Relations Management

 

Data Capture

 

Enquiry Entry

Quotation Preparation

Booking Entry

Salesperson Activity Planning

Sales Activity Entry

Sales Incentive Setting

Event / Activity Setting

Template Creation

 

 

Reports

 

Listing of Enquiry, Quotation, Booking, Activity

Status and Follow reports for Enquiry, Quotation, Booking and

Analysis report for Booking by Salesperson, Customer, Unit, Region

Analysis report for Profit by Salesperson, Customer, Region

Unit related performance report for Agent, Customer, Port, Commodity etc

Value related performance report for Agent, Customer, Port, Commodity etc

Shipment Summary report based on Agent, Customer, Port, Commodity

Sales Incentive Report

Job P&L (Provisional)