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Sales Management Tool is a tool for sales leads management and automated report generation based on user inputs. It simplifies the management needs of the organization in a simple, structured and secure manner.
The system is a web based application which can manage the leads’ database of a company (prospective customers), their sales executives and send out messages to the sales executives on information about new leads.
Need of Sales Tool
Any company or agency requiring systematic management of employees (sales executives) and customers can benefit from this tool. It simplifies the company’s needs to manage its employees and customers.
Benefits of Sales Tool
- User Management
- Area Management
- Language Management
- Group Management
- Customer Management
- Newsletter Management
- Report Management
- Banner Management
All executives have equal opportunity for new deals, thereby enhancing the progress of the company. This tool helps to systematically store their customer’s details and immediately serve their needs.
Sales Management Tool aims to provide customer information to sales executives as early as possible and helps the super user to do better administration.
System Requirements
- Windows/Linux operating system
- Firefox (version 3 and higher) / Internet Explorer (version 6 and higher) web browsers.
- PHP version 5 or above, MySQL database
- Mail server
- 128 MB RAM
- 200 MB free HD space
Technical Specifications - platform, size, integration time, upgrades
The following table summarizes the proposed platform and software recommended for the system hosting.
SN | Component | Description |
|---|---|---|
1 | operating platform | Linux/Windows |
2 | web server | Apache 2. |
- The Sales tool package size including the installer is 6.5 MB.
- Integration time is less than 1 hour, once all the above requirements are in place.
- Upgrades are available at http://sourceforge.net/projects/salestool/
A summary of technologies used is given in the table below:
SN | Tier | Technology |
|---|---|---|
1 | Application tier | PHP 5.2.2 |
2 | Data tier | MySql 5.0.41 |
3 | Framework | Symphony sandbox (v1.1) |
Order and Contact
More info and download options are available at http://salestool.sourceforge.net/
Customization of the tool as per client requirements is also possible.
For details, contact :
thomas@pitsolutions.com
arjun@pitsolutions.com
More info and download options are available at
http://sourceforge.net/projects/salestool/
Demo of main features
Demo of main features are available at http://121.241.182.153:5999/sales
A sample login credentials with restricted access is as follows:
Username: soumia
Password: soumia
Screenshots
- User management deals with creation, modification, assigning areas, setting privileges to the sales executives and deletion of sales executives in the system. Administrator or a user with respective privileges can manage all the users in the system.
- Area management deals with provisions to add/remove/edit areas. New area can be added easily with the name and area code as input details.
- Language management deals with provisions to add/remove languages from a list of languages. By default we provide 3 languages- English, German and French. All languages except English can be deleted. In order to add a language, select a language from the drop down list and press the “Add” button.
- Customer management deals with provisions to add/edit/delete a sales opportunity. Sales executive can fill in a registration form to publish the sales opportunities in their area. These sales opportunities are stored in the database for tracking and this information as an email to the other sales executive of that region for further tracking.
- Email Management module helps to import contacts from your online email account.
- Group Management module helps to add/edit/delete/assign area/assign Sales Executives to groups.
- Newsletter Management module helps to add/edit/delete/send newsletter.
- Sales Management Tool supports Report generation of customers. All these reports are generated in excel format for printing. The reports help sales executives to understand the sales opportunities in detail.
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