Description from the Publisher
EQMS Lite CRM has been designed simple keeping in mind, the need of small business, to help them organize sales process and accelerate growth. Typically Sales lead management involves 3 important stages, which is covered in EQMS Lite.
Enquiry - Follow-up - Closure.
The first stage in lead management is enquiry, you may receive enquiries from various sources such as Newspaper Ad's, Internet Ad's, Cold Call etc. Proper management of this lead information not only helps you to store customer contacts in an organized way but also enables you to analyze and track the product, or source that generate more leads/enquiries. Tracking lead information is essential to convert a potential customer into a buyer.
The next stage of the lead conversion is follow-up, most of the deals are lost to competitors due to less follow-up or over follow-ups. Proper management of follow-up information prevents leads, from going cold. EQMS Lite enables you to record the complete details of follow-up such as mode of follow-up i.e. phone, email or a personal visit and so on, date and time of follow-up, brief about the communication done and the next follow-up details. It also provides you the entire history of follow-up done in a single glance, you can quickly respond to the prospects & increase the chances of winning the deal, also recording follow-up details provides the history of communication done with the prospect for reference.
After series of follow-up the lead is moved to the final stage of the lead lifecycle i.e. Closure. Tracking closure enables you to monitor & track the overall sales performance. With EQMS Lite you can track the status of lead i.e. booked, lost or cancelled along with the status reason for winning or losing the deal. It helps you analyze the overall sales performance such as leads converted into sales, deals lost to the competitor or cancelled.
In EQMS Lite the data is stored on your local machine, hence it is faster & easier to access.
Download,Install & Get Started.
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