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SalesPundit is a solution used to automate, enhance, optimize and manage the sales process along with customer relation management in Web environment. The new generation suite consists of CRM and Sales Force Automation integrated to implement Business Intelligence for decision support.
- Some great features of Sales Pundit:
- Sales planning and budgeting
- Document generation and management support
- Order status workflow support with authorization and notifications
- Customer portfolio management
- Activity Management that is fully integrated with sales work flow
- Escalation and notification integrated with Activity Management
- Automated and streamlined sales process
- Result oriented sales force with no back office dependency
- Sales team activities
- Customer portfolio and relationship management (CRM)
- Estimating the project pricing using RuleGenie
- Dashboard and performance analysis
- Billing plan
- Generating template based documents Sales Pundit offers freedom from back office processes and a surprisingly fast time-to-market your product or service. e.g. proposals, letters, tender documents
- RuleGenie
- A powerful product configurator
- Define technical rules and calculations with cost, price and make them available to sales force in a transparent and seamless manner
- New Sales
- Generate estimaters, offer/proposal documents
- Generate BOM based on specs entered by sales force
- Support for change/ variation order
- Support for template based automatic drawing generation
- Modernization
- Cart facility for part configurator
- Labour and material cost calculation at part level
- Quantity calculation based on landings
- Service Sales
- Configurable service estimation with age, type and usage of lift
- Unit and contract history
- Recovery from competitors
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