CRM ERP Solution
Tracking presales process from Lead capturing, tracking open Opportunities, to emails and calls
Sales
Lead
A lead is a potential customer who might be interested in your products or services.
Opportunity
Opportunity is a qualified lead i.e. when they decide to consider your offering.
Campaign
A customer, who is someone who receives services or products from a seller for a monetary consideration.
Contact
Contact represents a person in Sowaan ERP, and can be associated to a customer or a supplier or a company.
Address
You can record the addresses associated with a Lead, Customer, Supplier, Shareholder, Sales Partner or a Warehouse.
Batch
A Campaign is a full-scale implementation of a sales strategy to promote a product or service.
Setup
Lead Source
A Lead Source is a source from which the leads are generated.
Opportunity Type
Opportunity Type indicates the broad category of opportunity like Sales, Support, Maintenance, Partnership etc.
Sales Stage
A Sales Stage indicates the level at which an opportunity is in the sales cycle.
Sales Person
Sales Person is a person who sells your products/services.
Customer Group
Customer Group is an aggregation of customers that are similar in some way.
CRM Analytics
You can analyze your sales funnel and quantify the number of prospects at each stage of the process and you can get an idea of your potential customers.
Appointment
Appointment document type can be used to schedule and manage interaction with a lead or opportunity.
Social Media Post
Social Media Post is used to create and schedule post for LinkedIn and Twitter.
