Sales CRM software is a specialized tool designed to help businesses manage and optimize their sales processes and customer relationships. It is a digital platform that allows sales teams to centralize customer data, automate tasks, track interactions, and gain insights to improve sales performance.
Sales CRM software is designed to help businesses manage their sales processes, track customer interactions, and optimize their sales strategies. The primary goal of sales CRM software is to streamline the sales process, improve customer relationships, and ultimately increase sales and revenue.
TechFirst Sales CRM software will help you better serve your customers and increase revenue with the ability to:
Track: Customer interactions and order history.
Check: Order status and inventory availability in real time.
Manage: All customer data in one place, from any device.
Connect financials, marketing, sales, production, shipping, service, and support.
Gain more profitable sales conversions and a 360-degree view of your customers.
Provide real-time order status and faster, more accurate service and support.
Execute based on timely, accurate data on all aspects of the sales process.
Respond faster to customer needs with dashboards showing trends.
With the use of an automated system, it sharply reduces the labor cost. It decreases the employees/labor required to run and support your organization business activities.
User management in ERP involves controlling user access, roles, and permissions to ensure data security, compliance, and efficient workflow within the enterprise resource planning system.
Products- A product fulfills customer needs, embodying features, benefits, and value, created through design, production, and marketing efforts.
Product Variant-A product variant is a version of a base product with specific attributes, such as size, color, or configuration options.
Material combo –It defines combinations of materials required for production, optimizing resource allocation and facilitating efficient manufacturing processes.
Scheme-Scheme types categorize discounts,like quantity-based or bundle deals, boosting sales performance through effective marketing strategies and targeted promotions.
Distributor price-Distributor price management handles pricing, discounts, and margin control.
Order-Order handles processing, tracking, fulfillment, and invoicing.
Transport booking-Transport booking schedules shipments, tracks deliveries, and manages logistics for timely transportation.
Dispatch Planning-Optimizes routes, schedules deliveries, and manages fleet operations for efficient distribution.
Dispatch Order-Dispatch order initiates shipment and tracks status for efficient distribution.
Replacement-Replacement manages product returns, processes replacements, and tracks inventory adjustments efficiently.
Load Vehicle- Manages loading schedules, optimizes space, and tracks shipment details for transport efficiency.
Daily Stock-Provides real-time insights into inventory levels, including quantities of items available. It aids in efficient management and decision-making for businesses.
Raw Material Stock-Real-time insights on current stock, real stock, date, and raw material code.
Temporary Stock-Ensuring efficient handling of short-term inventory to meet fluctuating demand.
Distributor Stock-Distributor stock management involves overseeing inventory levels, damage Quantity, missing quantity and updated date.
Purchase Information-Purchase information tracks procurement using fields like supplier name, PO number, Item Name, address and visiting card.
Purchase-In Purchase tracks procurement using like supplier ID, PO number, item ID and Status.
Purchase Order list- A purchase order list is a detailed record of all purchase orders (POs) issued by an organization. Information such as vendor name , date , time , invoice no, vehicle no, quantity, amount.
It includes managing customer data, sales, marketing campaigns, and support services to enhance customer satisfaction, improve retention, and drive sales growth through personalized and efficient service.
Inquiry-This capability facilitates informed decision-making, enhances operational visibility, and improves overall business efficiency by providing detailed insights into processes, trends, and performance metrics, tailored to the specific needs of each department.
Raw Material-It manages the basic goods required to manufacture a product or product.
Vendor-Manage item details, transactions, pricing, and communication with vendors for seamless supply chain management.
Warehouse-Warehouse involves organizing, tracking, and optimizing inventory, including stock levels, location, movement, and related transactions within a storage facility.
Marketing Item-Simplify distribution with our ERP system, delivering detailed item descriptions for seamless sales.
Expense Master-The comprehensive tool for managing your finances efficiently, tracking expenses, and optimizing your budget with ease. Take control of your money today.
Transport Master-Software optimizing routes, tracking vehicles, scheduling, managing inventory for efficient transportation.
Source-Specify origin channels, configure parameters, streamline inquiry management for better communication.
Shop Category-Enhancing product organization and management for improved inventory control and sales monitoring.
Involves overseeing retail operations to ensure efficiency and profitability, optimizing customer experience, managing inventory, driving sales, and maintaining overall business health through various strategic activities and responsibilities.
Route Master-that optimizes delivery routes, enhancing logistics efficiency, reducing costs, and improving customer satisfaction by streamlining route planning and real-time tracking.
Sales person–Salesperson involves collecting, organizing, and updating sales-related information to optimize processes and enhance customer satisfaction.
