EQMS 2011 Professional Edition is a a simplified sales CRM tool that will let you manage your sales process quite easily. All the stages of the process starting from leads right through to actual sales are managed by this software. Follow up reminders, assigning or reassigning of leads to a representative, re-opening a lost lead, cancellation of leads are some very useful features available. Additional features that help the sales process include create quotes, dashboard/MIS, Marketing with SMS and Email, attachment of additional documents with emails, etc. documents, and easy migration of data. The reporting functionality available provide flexible and quite sophisticated reporting. Timely reminders can be set up for follow up on leads.
Sales forecast, region wise lead details, contract management are some functionalities that are useful. Identifying repeat buying customers, analysis on winning points as well as losing points help tune your sales process. Business wise, this application will tell you the details of orders booked and the payment plan. Managing performance of employees and any re-assignment called for, because of changes in performance, are also managed easily. On the other end of performance evaluation, this tool makes it easy to calculate incentives payable to the sales reps. Export of data to make it easy for MIS and forecasting needs is possible. The final stage of quoting to the customer is also made easy by the tool. This could prove to be very handy for the sales team and its manager for an organization.