** 1. Acquire leads
1. 1 Lead generation **
Lead generation is the process by which a company acquires leads and collects relevant data about potential customers in order to enable a relationship and to turn them into customers. For example, a website visitor who fills in your contact form to know more about your products and services becomes a lead for your company.
How to generate leads with CRM Seedor? *
Leads can be captured through many sources - marketing campaigns, exhibitions and trade shows, external databases, etc. The most common challenge is to successfully gather all the data and to track any lead activity.
Click on create button, next open the new lead page *
* Enter the details of new customer company name, address, email, job position, website, sales person etc.
Calendar *** *
calendar module allows the users to schedule activities which will be indulged
within the company or outside the company operations
Calendar window the user can view the meeting scheduled based on the day, week, month or year. This functionality will allow the users to sort out the operations based on their period requirement. On selecting the respective day or the time of day the user will be able to view the meetings details, the responsible person and the attendees of the respective activity.
There is also various filtering operations available by default and the customizable ones which would allow the users to filter out the data to view the one required.
The user can allocate a meeting or an activity to a respective date by clicking on the date and a pop up window
Contacts *** *
In a business, it is very important for you to store and
organize data related to the contacts. The process of managing contact data can
be a bit complicated. Therefore managing them manually may create problems.
With the help of efficient contact management, you can store a large number of
contacts including their name, email, location, phone numbers, and manage them
effectively. Also, you can maintain a clear picture of each contact. Your
interactions with the contact, opportunities, sales, and purchase details, all
can be stored and analyzed. With all this information you can have a deep
insight about the contact. As the data is being stored in the database, manual
storage errors can be eliminated.
Contact module helps you to save all the necessary
Seedor Finance Pack Modules: Purchase Inventory
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Purchase management can improve your purchase work process dependent upon stock levels/dimensions, sales orders, and forecasted producing orders. Much the same as sales, it is actually simple to oversee the purchase, utilizing Seedor platform. One can consistently produce quotations, convert them later to a sales order and create bills in all respects effectively. Sales and Purchase vouche
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