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Some Common Challenges faced by Company Management worldwide:
Operating from different geographical locations hinders easy tracking of leads and regional comparison
Increasing Sales team efficiency
Unable to track monthly company sales without using Excel for calculations
Not having One Point Access Real time dashboard information on all leads
Lacking configurable tool to roll out new services / products
Solving the above issues 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 by month
Improved customer experience
Easy to market new services / products
Track all leads and update statuses easily
Need to maintain contacts easily through bulk import
Provide accurate sales forecast to management
Show management clear visibility of sales pipeline
Easy to create and track leads
Efficiently follow up and close leads
Smart way to communicate with pre-sales team for sales support
Provide accurate sales forecast to management
Generate instant reports by category eg. region wise, sales, sales manager / executive
Multiple lead indicators to categorize leads
Lacking operation dashboard
Need Efficient tool to manage resources
Need an easy way to assign projects / tasks & track them
Need instant notifications for 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
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
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 regions
User level based & region based data filtering
Easy to manage user accounts
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