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How SalesSync benefits your business
Our Engagement Models for developing cutting-edge Software Solutions
Improved Lead Management
SalesSynce Pro offers robust lead tracking and management, ensuring timely follow-ups and personalized communication. This leads to a more effective sales process, better conversion rates, and increased revenue.
Increased Efficiency
Streamlines repetitive tasks such as lead qualification, email campaigns, and data entry, allowing sales teams to focus on high-value activities, resulting in increased productivity and faster sales cycles.
Enhanced Communication
Automation tools facilitate personalized and timely communication with prospects and customers. By automating follow-ups, reminders, and outreach, sales teams can maintain consistent and meaningful interactions, fostering stronger relationships.
Data Driven Insights
Sales automation solutions provide valuable analytics and reporting, offering insights into sales performance, customer behavior, and the effectiveness of marketing efforts. This data-driven approach enables businesses to make informed decisions, refine strategies, and continuously improve sales processes.
Improved Customer Relationship
Our Solution helps your organization to systematically create a profile of the client and map decision makers. This enables a 360-degree view of customer interactions, fostering stronger relationships through personalized engagement, better understanding of customer needs, and improved overall satisfaction..
Solution Features
Explore service capabilities
Lead Capture
Captures leads from various sources, such as Call Center , Sales Team , forms, website visits, marketing campaigns and through our API's for Digital platforms like Facebook , Instagram , Twitter etc.
Lead Scoring
Empowers users to create lead scoring questionnaires, allowing sales professionals to gather essential information about prospects. This information guides the prioritization of engagements for follow-ups.
Lead Assignment
Distributes leads to sales individuals or teams according to predefined criteria. Lead assignment factors include geography, service or product type, deal size, and more.
Company Database
Manage a consolidated database of companies, encompassing comprehensive details such as company profiles, key decision-makers, turnover, industry segments, and publicly available financial data.
Contact Database
Facilitates the recording of individual contacts, capturing essential details such as names, contact numbers, and email addresses. Additionally, it compiles a comprehensive view of their past work, academic background, and professional affiliations, enhancing understanding for more personalized correspondence.
Opportunity Tracker
Records and track each sales opportunity throughout its lifecycle, from identification to closure.
Pipeline Visulization
Provide a visual representation of the sales pipeline, allowing users to understand the distribution and progress of opportunities at different stages.
Deal Tracker
Captures detailed information about each opportunity, including deal size, expected close date, and any specific terms or conditions.
Stage Management
Defines and customize sales stages to align with the organization's unique sales process, reflecting the journey from prospect to customer.
Revenue Forecasting
Use data from opportunity management to generate accurate revenue forecasts, aiding in strategic planning and resource allocation.
Sales Calls
Manage and log sales calls for effective communication tracking.This helps sales leaders in monitoring the follow ups of their sales team.
Meeting Scheduling
Efficient time management for sales personnel involves organizing client meetings and schedules. Integration with Microsoft365 and Google is accessible for seamless meeting coordination.
MOM Workflow
Enables the sales team to record meeting specifics, attendee information, and upcoming action items. Streamlines the communication of meeting outcomes to all stakeholders.
Task Creation
Allow users to create tasks related to specific leads, contacts, opportunities, or general sales activities.
Task Assignment
Assign tasks to individual team members or groups, clearly defining responsibilities and ownership.
Task Progress Tracking
Provides view of of task progress, allowing stakeholders to quickly assess completion rates and identify outstanding items.
Customer's Profile
Offers centralized and detailed customer information, presenting a unified 360-degree view for swift and personalized customer engagement.
Deal History
Record and track customer interactions and engagement history.
Service / Product Details
Helps with information regarding the services and products currently utilized by the customer, facilitating opportunities for cross-selling and upselling.
Rep wise dashboard
The Rep Wise Dashboard tracks individual sales reps' performance, including sales targets, deals closed, and pipeline status.
Leads Dashboard
The dashboard tracks lead sources, statuses, and conversion rates, helping optimize lead management and sales strategies.
Contacts & Company Dashboard
It tracks interactions, engagement, and relationship history, enhancing customer management and sales strategies.
Sales Pipeline Dashboard
It tracks deal stages, conversion rates, and revenue forecasts, optimizing sales flow and strategy.
Deal Tracker
Deal Tracker Dashboard monitors deal progress, values, and closing timelines, ensuring efficient sales management.
Sales Forecasting
It predicts revenue trends and sales performance, aiding strategic decision-making.
50+ Reports
SalesSync Pro provides 50+ reports on sales performance, leads, pipeline, and revenue, enabling data-driven decisions.
Customize Columns for Reporting
It allows users to customize columns in reports, tailoring data views to specific needs for better analysis and decision-making.
CSV , Excel Download
Enables easy CSV and Excel downloads of reports, allowing offline analysis and data sharing.
Notification setup & Monitoring
Provides intuitive notification setup, ensuring timely alerts that keep your team informed about crucial events, milestones, and changes in real-time..
Customize alerts
Customize alert preferences to stay agile and responsive, enhancing overall efficiency in managing your sales processes.p>
Enables direct email communication within the platform, tracking and managing email interactions with leads and clients.
SMS
Incorporates SMS capabilities to send quick and direct messages to leads or contacts, enhancing communication outreach.
WhatsApp integration provides a powerful communication channel for engaging with leads and customers. It helps to enhance customer communication, streamline processes, and ultimately drive better sales outcomes.
RBAC ( Role Based Access)
Implements RBAC to define and restrict user access based on roles and responsibilities, ensuring that sensitive information is only accessible to authorized personnel.
Log & Audit Management
Maintains a comprehensive audit trail that records and tracks all user activities within the Sales Automation system, providing transparency and accountability .
User Authentication
Strengthens security through multi-factor authentication mechanisms, adding an extra layer of protection to verify the identity of users accessing the SalesSync Pro.
Approval Workflows
Provides workflows for critical sales activities, such as discount approvals or contract reviews, to ensure that decisions align with organizational policies before execution.
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Align your goals.Improve your ROI
SalesSyncPro Software for today's
A fit-for-purpose solution with integrated asset management,
designed to let you focus on supporting your organization
without arduous implementations.