Pre -Sales Module Flow

In the Fast ERP system, the Pre-Sales module plays a crucial role in managing the initial stages of the sales cycle.

• The Quotation Document is the initial step in the pre-sales process.
• After creating the quotation, the next step is to submit it to the customer for review.
• This stage involves monitoring the customer's acknowledgment or receipt of the quotation.
• Follow-ups may include communication via email, phone calls, or other channels to address any questions.
• Once the customer decides to move forward with the purchase, the sales team generates an order confirmation.

Pre- Sales Module Feature

1. Marketing Platform Provision:- The ERP system offers an integrated marketing platform, incorporating features like email marketing for targeted outreach.
2. Diverse Customer Inquiry Sources:- Manages customer inquiries from various channels, including emails and phone calls.
3. Enquiry Tracking:- Efficiently tracks and logs customer inquiries for better visibility and follow-up.
4. Swift Quotation Preparation:- Enables rapid preparation of quotations, with a streamlined process designed to complete within 2 minutes.
5. Attachment of References:- Allows the attachment of discussion references, catalogues, and data sheets to enhance the information provided in quotations.
6. Automated Email Communication:- Automatically sends emails containing inquiries and quotations to customers.
7. PDF Format for Enquiry and Quotation:- Generates and presents inquiries and quotations in PDF format, ensuring a professional and standardized appearance.
8. Communication Tracking:- Tracks and logs communication with customers, providing a comprehensive history for reference.
9. Customer-Wise Analysis:- Facilitates detailed analysis based on individual customers, offering insights into their preferences and behaviors.
10. Salesperson-Wise Analysis:- Provides analysis tools to evaluate performance on a salesperson-specific basis.
11. Product-Wise Analysis:- Enables analysis based on products, aiding in inventory management and strategic decision-making.
12. Data Export Functionality:- Offers the capability to export data seamlessly to popular formats such as Excel, Word, and PDF for further analysis or reporting.