Why eSMART

management

MANAGEMENT

Challenges

Our Solution

Operating from different geographical locations. How to track leads and compare region wise?
How to enhance the efficiency of my sales team?
Wish we could know the company sales every month without having to do any calculations in excel
Love to have a real time dashboard information on all leads
Looking for a configurable tool to roll out my new services / products
All these without increasing marketing costs

Real time multi-faceted graphical lead dashboards
Track sales by region / sales team
Clear visibility on sales pipeline
Ability to track leads to sale conversion month on month
Improved customer experience
Instant notifications
Low cost ownership
Easy to market new services / products
Quick Reports

salesteam

SALES TEAM

Challenges	Our Solution
Can I track all my leads and update their statuses easily? Need to maintain my contacts easily through bulk import How do we provide accurate sales forecast to management? My management needs clear visibility of sales pipeline	Easy to manage contacts Easy to create and track the leads Efficient tool to follow up and close the leads Smart way to communicate with pre-sales team for sales support Provide accurate sales forecast to management Generate instant reports – region wise sales, sales manager / executive wise Multiple lead indicators to categorize the leads

operations

OPERATIONS

Challenges	Our Solution
Is there an operation dashboard? Looking for an efficient tool to manage my resources Need an easy way to assign projects / tasks & track them Need instant notifications for every leads / projects / tasks generated / updated	Easy to assign jobs to team Smart tool to track projects / tasks within the team Get instant notification on work statuses Restricted access to project teams Flexi search Effective communication within the project team Easy to store and retrieve project / lead documents within the system Simple and easy way to track payments received and invoices raised

admin

ADMINISTRATION

Challenges	Our Solution
Will the system support multiple roles and user levels? What if the company expands to different geographical regions? Is there a way to track user activities within the system? Need a simpler way to manager user accounts and access restrictions within the tool	Role based access management Supports multiple roles Support multiple regions User level based & region based data filtering Easy to manage user accounts Configurable quote items Easy to manage modules Built in audit logs