Single click to view sales activities

Single Click To View Sales
Activities

Contact Us: M: +91 9611 171 345
Single Click To View Sales Activities
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www.salesbabu.com Email: sales@salesbabu.com
What is sales tracking system?
In order to manage a sales order, you need to simultaneously manage multiple
ongoing sales activities. This may include various tasks such as lead assignment,
team management, lead activity assignment, deal closures, and revenue tracking. To
consistently track and manage these diﬀerent aspects can consume a large amount
of time and resources. Instead, a sales CRM software like SalesbabuCRM enables
you to manage all these activities through a automated sales activity tracker.
With this integrated sales leads tracking software, you can initiate all your lead to
sales management processes with a single click system. In short, a cloud-based
sales CRM tracking software will help you achieve higher eﬃciency and precision
throughout your sales processes.

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Why organizations should use CRM systems
for their Sales Tracking?
Lead management
Lead generation and lead tracking are one of the critical part of a
successful business strategy. B2B sales CRM softwares like
SalesBabuCRM helps you to channelise your lead tracking process by
providing a centralised database for storing all your lead contact data
and other related information for lead management.
Once a lead is added to our system, an auto lead assignment process
is triggered where this lead is assigned to a sales representative based
on location and expertise. Auto notiﬁcations in these sales CRM
softwares, will notify customers with the details of the product in his
interest. Also, various task can be generated to eﬃciently track the lead
further and convert him into a prospective client.

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for their Sales Tracking continues...
Task Management
Online task management software like SalesBabuCRM, have sales activity trackers to
record all the follow-up process for converting leads into sales orders. It is very easy to
assign these task and activities to respective sales representatives, set reminders and
drives to completion with the help of these task management software.
Once an enquiry is reported to the sales team, sales activity tracker will create a follow up
task to schedule a telephonic call or meeting with the prospective lead and auto assign it
to a sales representative. Along with sales agent, sales activity manager will also be auto
notified for these task assignments. Once the activity is created, as per the sales status,
various other tasks can be created by the sales team to track the lead further.
These activities can also log various notes or customer specifications and concerns to help
the sales team to provide a more customer centric support. Various reminder alerts can
also be configured for different date and time, so that sales team is notified for an
upcoming lead tracking as soon as they login to the sales CRM software.
With proper activity management using CRM apps and software, we can create task trails
which will help us to regularly follow-up up our upcoming sales.

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Lead distribution and sales order quotation
Once the activities are well defined, the sales team can track the leads accordingly and
understand the intent of an inquiry. Based on the evaluation of a follow up meeting, we can
segregate our interested and dead leads list. Once we separate out our interested leads,
we can create various activities to further track our leads with details on interested
products.
Product specification, company’s manuals and policies can be shared with these leads to
keep the clients informed about our work model and product details. These opportunities
can be documented in the CRM software to plan further sales activities. Sales Managers
can now start creating different quotations and item specification for the customers and
create a sales activity plan for gaining further trust from the customers.
There are various inbuilt quotations system in CRM softwares which ensures that each
quotation is drawn up in accordance with predefined rules which increases the chances of
sales success and reduces the chances of manual errors. The sales team can also add
taxes and deduct discounts on total pricing of an individual product, use multiple
currencies, download the quotation in PDF format for ready reference, and much more, all
just few clicks away.

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Sales Tracking
Sales and marketing team are the most important section of the customer management
system.
A good B2B sales CRM will help your sales team to view sales pipeline, product wise sales,
revenue, leads status and sales forecasts. It also allows the sales activity manager a real
time visibility to customer records, sales activities, sales funnel, pending payments against
schedule and more. With these sales activity trackers, you can handle opportunities and
increase lead conversion rates. It gives you easy access to all your client interactions and
allows live location sharing of sales and marketing team through CRM apps on their
gadgets and smartphones.
Online B2B sales CRM software allows all the sales and marketing team members to be
connected via the internet on all modes of communications. With centralised database
functionalities, sales team can update lead details on the go and provide round the clock
support to customer and reduce the overall lead conversion time.

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Reports and customer care
A customer care department contributes the most vital part of the lead conversion cycle.
Sales and customer service agents needs to be available round the clock for an eﬃcient
and quick lead turnover time. In CRM apps, online web services allows all stakeholders to
be connected to the centralised database and update the related lead tracking details on
the go. A lot of prospective leads judge your business model with how your sales and
customer care team handles their complaints and issues.Hence we need to have an
excellent sales activity plan which can provide a complete view of the service agents while
responding to any customer query.
Sales activity trackers helps to trace customer’s interest and provide relevant data via
reports and metrics which can facilitate sales activity managers to strategies their business
plan.Various inbuilt reports and stats are added to the CRM software which helps in
day-to-day lead follow-ups and lead conversion schemes. Sales activity managers can
create numerous customer reports to track the team’s performance and also trace out the
various pending and dead lead which can be converted to a prospective sales in future.

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Conclusion
B2B Sales CRM software like SalesBabuCRM is a one stop solution for every business who
is looking to increase their lead conversion rate with minimum or no extra cost for their
company.
SalesBabuCRM provides all the end-to-end business support starting from lead generation
to after sales support with numerous functionalities of third party software integration and
helpdesk support. This CRM software not only helps in strategizing your sales activities but
also improve your overall business productivity by automating most of your repetitive and
non productive work items. There are many customised features which are added to this
CRM app which enables it to support various sectors of the economic market and providing
a customised and personalised experience to all customers.

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Thank you for Visiting Us
Our Address
SalesBabu Business Solutions Pvt. Ltd.
No.38/11, 3rd Cross, G Block, Sahakarnagar, Bangalore – 560092
Tel: +91 9611 171 345 ,
Mobile: +91 9341 323 571
E-mail: sales@salesbabu.com
Website: www.salesbabu.com

Single click to view sales activities

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Single click to view sales activities