The opportunities that are created and are responding positively those are pushed to leads and all the data regarding these leads can be saved and a separate sales team can be assigned to a lead. The priority order of the lead can be set for more attention of the sales team on the customers to improve the sales.
When the product information is explained to a customer and the positive response from a customer is regarded as an opportunity and all the details of opportunities can be listed for improving the sales of the product. The sales process can be clearly fixed for the future actions to be taken for improving sales.
The details of the invoices issued for the products are clearly shown as a chart on monthly basis. All the invoices issued for the customers can be saved under the Invoice number and corresponding details like date and name of customer can be saved as a list. The status of the invoice can be known by the saved list and it can be edited if required.
Lcrm Dashboard gives the detailed analysis of the information. Dashboard has Task list which reminds the tasks to be done. It describes the information in graphical manner that gives the clear and easy understanding of the information. It also gives the information from where the customers are approaching through a map.
Calendar gives the tasks and assignments that are pending for a sales team or to the management. Calendar is used to save the reminder or task easily. If the task column is fixed with a separate task the same task can be updated here in the calendar to show the task on date.
For a product purchase a brief description of price can be given as a Quotation. The Quotation given can be saved by the quotation number and the date when it was issued and also to the sales person who issued the quotation and status of the quotation. The quotation has options to edit or delete and print the quotation of a product.
Sales Team is assigned with certain targets of invoices and sales. This sales team block gives the actual sales in the current month and the target yet to be reached for a sales team. This gives clear analysis to the sales team regarding the target that has to be reached and the analysis of sales can also be done easily.
Sales Order gives the data regarding the sales like the name of the customer and the sales person concerned with sale and date of purchase with sale order number. It also shows the status of the sales order and it had options to delete or print whenever it is required.
In busines email should be sent to many customer or staff. This emails can be prerecorded in email templates with a title and message and used for future purposes. This is mainly used when there is a need of sending many emails at a time. Email Templates can be edited or deleted and added easily.
Logged calls block gives the data regarding all the calls related to the customers that deals with product sales and leads. It shows the sales team which concerned to the call and duration of call and editing options are also available. The entries can be deleted or added very easily by a simple button.
All the assigned tasks can be saved with description and deadline for the task can be fixed such that the task can be done within stipulated period. Every task can be assigned to the person which is concerned with the task. As the task is created that is reflected to the calendar ultimately to notify the task to the task assigned.
All the products that are present in the firm can be shown in one column as products column. The Product name, category, status and quantity available all these details can be stored under this list. The detail description of the product and price of the product can be seen separately by visiting a product separately.
The scheduled meetings are listed for the better sales report and it gives persons related to the particular meeting and starting date and scheduled time are shown for the understanding purpose. The meeting scheduled is reflected in to the calendar and reminds the meeting schedule. The entries can be edited or deleted if there is any change or cancel of scheduled meeting.
REST is a web standards based architecture and uses HTTP Protocol for data communication. It revolves around resources where every component is a resource and a resource is accessed by a common interface using HTTP standard methods.
Data backup is one of the best features of this template. We can have data backup in a local drive or Dropbox or on Amazon S3 cloud. This enables the feature of data backup in the LCRM.
Single-Page Applications (SPAs) are web apps that load a single HTML page and dynamically update that page as the user interacts with the app. SPAs use AJAX and HTML5 to create fluid and responsive Web apps, without constant page reloads.