| |
Feature |
|
Description |
|
EntegrOS
Smart CRM |
|
| |
Lead Administration |
|
Enter lead sources
Set start and end dates for lead sources
Allocate lead sources to offices / teams / individuals
Import from csv / xls files
Distribute leads in bulk from lead pool
Route website leads to particular users
Lead pool analysis
Transfer leads from one user to another
|
|
✔
✔
✔
✔
✔
✔
✔
✔
|
|
| |
Templates |
|
Create / edit user defined sales scripts
Link attachments to sales scripts
Link actions to sales scripts
Update sales probability % upon actions
Link email subjects to actions
Create different projects
Create multiple stages within projects
|
|
✔
✔
✔
✔
✔
✔
✔
|
|
| |
Competitors |
|
Record competitors
Analyse competitors website traffic
|
|
✔
✔
|
|
| |
Products |
|
Create multiple product categories
Create on-line store
|
|
✔
✔
|
|
| |
Price Lists |
|
Create multiple price lists
Export to excel
|
|
✔
✔
|
|
| |
Vouchers |
|
Create different vouchers for different campaigns |
|
✔
|
|
| |
Partners |
|
Record business partners details
Integrate partner details to website
|
|
✔
✔
|
|
| |
Exchange Rates |
|
User defined currencies
Automatic updates from www.xe.com
Automated purchase & sale agreement printing
|
|
✔
✔
✔
|
|
| |
Lead Processing |
|
Lead details in Vcard format
Record and analyse demographic information
Automatically record event history
Automatically update sales probability %
Automate call back times and dates
Record all notes and actions taken
Attach and link all documents and letters to lead record
Display scripts for sales staff
Automate mail / merge / send process
Switch between different offices |
|
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
|
|
| |
Order Input |
|
Automatically update inventory
Automate discounts processing
Automate entry of referral information
Automate referral fee processing
Automate bulk ordering process
Automate resale process
Automate goods exchange process
Automate transfer to order processing |
|
✔
✔
✔
✔
✔
✔
✔
✔
|
|
| |
Order Processing |
|
Carry forward all info from lead & order input processes
Automatically record event history
Automatically update sales probability %
Automate call back times and dates
Record all notes and actions taken
Attach and link all documents and letters to lead record
Display scripts for accounts staff
Automate payment processing
Automate receipt production
Ability to change prices
Audit trail of changes
Automatically update accounting system
Automate production of purchase and sale agreement |
|
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
|
|
| |
Reports |
|
Leads call activity
Clients call activity
Analyse leads by lead source
Produce pipeline for each rep / team / department / office
Sales orders report for any time frame
Sales collections report for any time frame
Top salespersons report
Inventory detail report
Inventory status report
Cashflow report
Cost of sales report
Transfer pricing report
Automate commissions rates
Automate commission overrides
Produce commissions statements
|
|
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
|
|
| |
|
|
|
|
|
|
Home
Search 
