Sales Automation

Accelerate sales process & turbocharge team's efficiency to close more deals in lesser time.

Lead Management

Keep all the potential business clientele, along with relevant information about them, under a single umbrella for easy tracking & management.

Keep all the potential business clientele, along with relevant information about them, under a single umbrella for easy tracking & management. You can also automate lead distribution, generate leads and nurture them by engaging more with the assistance from captured details and multiply the conversion rate.

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Account & Contact img

Account & Contact Management

Organize your contacts based on profiles and categorize them under specific accounts to ensure quick traceability of all connections.

Organize your contacts based on profiles and categorize them under specific accounts to ensure quick traceability of all connections. The relationship between the account and contact records is one-to-many. This means that there can be many contacts associated with a single account or we can say an account, known by the organisation name, can have multiple point of contacts listed under it.

Opportunity & Sales Tracking

Opportunities are sales deals, and closed deals mean sales target achievement & revenue.

Opportunities are sales deals, and closed deals mean sales target achievement & revenue. So, tracking deals is extremely important to sales team & the management. You can track & manage all your sales deals with SalezShark and know exactly where it is in your sales pipeline. Not only this, the system also informs you about the probability of closing these deals on the basis of the stage it is in.

Opportunity & sales tracking Img
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Activity & Task Management

Make the most out of your time by scheduling meetings, tracing assignment completion, and activities through calendar schedulers.

Make the most out of your time by scheduling meetings, tracing assignment completion, and activities through calendar schedulers. A task is an activity that needs to be accomplished within a defined period of time while an activity is an event which has already occurred. You can create new tasks & check all the activities on any particular lead/ contact/ account/ opportunity in SalezShark. This assists you increasing customer engagement & retention.

Quota Assignment

A sales quota refers to a time-bound sales target set by management for a particular sales team, or individual sales representives.

A sales quota refers to a time-bound sales target set by management for a particular sales team, or individual sales reps. Sales quotas are often attached to a daily, monthly, or quarterly period. It can be measured in a number of different ways, including by profits, sales, or rep activity. You can set sales quota for all your teams or individual sales reps and measure performace of the teams or individual sales reps respectively. Sales reps can have a quick look at their sales performance against set quota with Target Meter available on their Sales Dashboard.

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Inventory Mgt img

Inventory Management- Products, Orders & Invoice

Manage the products and services that you offer to the customers by associating products to the accounts.

Manage the products and services that you offer to the customers by associating products to the accounts. You can also keep a tab on inventory and the interest of the customer at your ease as well as maintain the pricebook & generate orders & invoice direcly from the system.  

Sales Forecasting

Take a quick look at deals and track forecasted revenue to get an indication of your organization’s sales health. Sales forecasting enables you to make informed decisions for your business.

Take a quick look at deals and track forecasted revenue to get an indication of your organization’s sales health. Sales forecasting enables you to make informed decisions for your business. It predicts performance against your short & long term organizational goals. You can setup customizable forecasting to gauge how your organization is foreseeing its sales & revenues. You can also select from different currencies & time ranges to forecast your business on monthly or quarterly basis.   

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Integrations

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Marketing Automation

Lead Management

Keep all the potential business clientele, along with relevant information about them, under a single umbrella for easy tracking & management.

Keep all the potential business clientele, along with relevant information about them, under a single umbrella for easy tracking & management. You can also automate lead distribution, generate leads and nurture them by engaging more with the assistance from captured details and multiply the conversion rate.

Lead img

Account & Contact Management

Organize your contacts based on profiles and categorize them under specific accounts to ensure quick traceability of all connections.

Organize your contacts based on profiles and categorize them under specific accounts to ensure quick traceability of all connections. The relationship between the account and contact records is one-to-many. This means that there can be many contacts associated with a single account or we can say an account, known by the organisation name, can have multiple point of contacts listed under it.

Account & Contact img

Opportunity & Sales Tracking

Opportunities are sales deals, and closed deals mean sales target achievement & revenue.

Opportunities are sales deals, and closed deals mean sales target achievement & revenue. So, tracking deals is extremely important to sales team & the management. You can track & manage all your sales deals with SalezShark and know exactly where it is in your sales pipeline. Not only this, the system also informs you about the probability of closing these deals on the basis of the stage it is in.

Opportunity & sales tracking Img

Activity & Task Management

Make the most out of your time by scheduling meetings, tracing assignment completion, and activities through calendar schedulers.

Make the most out of your time by scheduling meetings, tracing assignment completion, and activities through calendar schedulers. A task is an activity that needs to be accomplished within a defined period of time while an activity is an event which has already occurred. You can create new tasks & check all the activities on any particular lead/ contact/ account/ opportunity in SalezShark. This assists you increasing customer engagement & retention.

Activity & Task Mgt img

Quota Assignment

A sales quota refers to a time-bound sales target set by management for a particular sales team, or individual sales representives.

A sales quota refers to a time-bound sales target set by management for a particular sales team, or individual sales reps. Sales quotas are often attached to a daily, monthly, or quarterly period. It can be measured in a number of different ways, including by profits, sales, or rep activity. You can set sales quota for all your teams or individual sales reps and measure performace of the teams or individual sales reps respectively. Sales reps can have a quick look at their sales performance against set quota with Target Meter available on their Sales Dashboard.

Quota Assignment img

Inventory Management- Products, Orders & Invoice

Manage the products and services that you offer to the customers by associating products to the accounts.

Manage the products and services that you offer to the customers by associating products to the accounts. You can also keep a tab on inventory and the interest of the customer at your ease as well as maintain the pricebook & generate orders & invoice direcly from the system.  

Inventory Mgt img

Sales Forecasting

Take a quick look at deals and track forecasted revenue to get an indication of your organization’s sales health. Sales forecasting enables you to make informed decisions for your business.

Take a quick look at deals and track forecasted revenue to get an indication of your organization’s sales health. Sales forecasting enables you to make informed decisions for your business. It predicts performance against your short & long term organizational goals. You can setup customizable forecasting to gauge how your organization is foreseeing its sales & revenues. You can also select from different currencies & time ranges to forecast your business on monthly or quarterly basis.   

Sales Forecasting img

Previous Feature

Integrations

Next Feature

Marketing Automation

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