Sales process management

Sales Management​

View through sales management system

All customer interactions and Transaction management customer sales, cross-sell and other details
View/understand in real time Customer purchase records and products of interest
Every customer Buying Journey Segmentation and Visual Presentation
Every detail of the purchasing journey from potential customers to loyal customers, Achieve understanding of the conversion and pain points of every detail, thereby optimizing every detail and increasing sales.

Online inventory management

Online inventory management functions such as products, price books, suppliers, sales quotes, orders and invoices are integrated with sales-related modules such as leads, accounts and contacts, enabling complete sales cycle management capabilities. Manage up-to-date inventory status with seamless integration between order fulfillment and available inventory in the warehouse. With one click, it automatically changes from a quotation to a sales order, invoice and delivery order.

Sales forecast and analysis

The system automatically collects all sales data and conducts basic data analysis

Sales and Profit Data
employee performance data
customer data
market data
Help manage and operate businesses more efficiently. Provide real-time data forecasts and sales data Allow the team to more accurately grasp the results and progress of sales targets, adjust sales methods in a timely manner, and improve and meet KPIs. ​

project management

Effectively manage and follow up on large and small projects, the entire team can instantly synchronize every detail, meeting minutes, work lists, division of labor, project progress and deadlines, etc., helping the team stay closer to progress and improve work efficiency.

Connect multiple data analysis systems

All data in the system can be exported into EXCEL .CSV spreadsheets to facilitate connection and integration with other data analysis systems (such as Power BI, Tableau, Qlik, etc.).

Comprehensive data access and update

Supporting computer and mobile versions, customer information and sales data can be obtained in real time anytime and anywhere, greatly improving company efficiency. Customers can also freely decide to use cloud storage or private server storage to ensure the stability and security of database access.