AntMyERP

Accelerate you Customer Service with AntMyERP's

Service CRM Sales

AntMyERP’s service CRM sales module  helps you elevate your customer relationship management. With its state of the art tools, you can manage your sales pipelines, track customer interactions and analyze sales performance better. It integrates with all your existing tools seamlessly. This helps you get a better view of each customer and tailor sales strategies to build stronger bonds. The user-friendly interface and automated features are an added advantage. Choose AntMyERP’s service CRM Sales to enhance your customer engagement, sales operations and business goals.

Service CRM Sales

Contact Management

Our Field Service CRM maintains your crucial customer and vendor contact in an arranged and secured form to perform Sales, Purchase, and service activities.

In the business of selling, it’s not much about what you know, but it is all about who you know and how well you know. Having a 360-degree view of your sales leads and contact information is like the lifeblood of your sales and outreach team. With that said, no enterprise in the selling business can run efficiently without Contact Management. Such a system helps achieve both flawless pipeline management and uninterrupted sales processes.

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Key Account Management

Our CRM Software helps you manage your key accounts and map it with key employees or engineers to manage sales and service processes.

AntMyERP’s key account management software ensures data-driven, collaborative, scalable and on-demand account planning & governance within the CRM itself! You can have a look at its salient features before you make up your mind to implement our key account management system in your enterprise.

Use our software to identify your most premium clients that add value to your enterprise in any way. The digital key account management system allows you to store all the crucial information about all the clients at one destination and analyze it whenever the need arises. Strategize your key accounts and plan for better service delivery in the future.

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Lead Management

The businesses invest a lot of time and effort in getting leads who can become their potential customers. Sales people directly deal with them. In order to receive the fruitful results, it is necessary for the organization to have a reliable lead management software in place. AntMyERP, a leader in CRM solutions, offers a sales leads software that empowers businesses to efficiently manage their leads, enhance conversions, and supercharge their sales strategies. Let’s delve into how this robust software can transform your lead journey and drive growth.

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Pipeline Dashboard

Manage your sales pipeline efficiently and accurately with the Service ERP. You can have complete visibility of sales leads with their status and values.

The sales pipeline helps you forecast the revenue for the financial year. It gives clarity on the expected business so that you may accordingly strategize your next sales activities. The dashboard gives accurate lead stages that help you monitor your sales team’s performance.

Pipeline Management

The businesses invest a lot of time and effort in getting leads who can become their potential customers. Sales people directly deal with them. In order to receive the fruitful results, it is necessary for the organization to have a reliable lead management software in place.

AntMyERP, a leader in CRM solutions, offers a sales leads software that empowers businesses to efficiently manage their leads, enhance conversions, and supercharge their sales strategies. Let’s delve into how this robust software can transform your lead journey and drive growth.

Learn More About Pipeline Management

Lead Service Feasibility

It can be hard for many businesses to quickly and correctly find the right leads. The leads are feasible for conversion or just junk is always a lingering question. However, with our lead feasibility management will help you with the same. Now, you can increase the speed of your service and the happiness of your customers with our Lead Validation Software. In today’s competitive market, our CRM to manage leads helps you check and sort leads by importance. This helps your sales team to focus on the best possibilities. You can say goodbye to wasting time on leads that aren’t good enough and hello to a lead management system that works well and is simplified. Find out how our Lead Validation Software can help your business grow and run better.

Learn More About Lead Service Feasibility

Quotation Management

As businesses grow, so does the complexity of managing various processes. One such critical process is automating quotations which is done by the sales team. Imagine when a potential customer shows interest and you need to make a compelling offer. This is where quote management software comes into picture. Keeping track of all these conversations and crafting tailored quotes can become overwhelming. Here is when the quoting and invoicing software helps.

Now you can streamline your quoting process, regardless of whether your business operates in Sales, Rental, AMC, Visit Charge, MPS, ASP, or Unit models. Our quote management software offers exceptional features that will greatly benefit your sales and outreach teams.

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Contract Management

AntMyERP helps you manage all your customer’s contracts in one place.

Staying in business with the same customers for a long period of time requires a lot of effort. Cracking a sales deal is one thing while regaining the existing customer is altogether a different story. We, at AntMyERP have got you covered for that. Our contract management software is the key to ensure on-time warranty service delivery to all your customers. We look into all this while generating profitable revenue for your enterprise as well.

With a contract management database like AntMyERP, you can manage and monitor all your contracts thoroughly during their entire lifecycle and cut short risks and costs associated with it effectively with its features discussed below.

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Sales Order Management

Sales order management is critical in sales execution. The automatic challan makes the process of supply chain and dispatch process fast and automated with visibility of current stocks in inventory.

As businesses grow, managing end-to-end processes becomes crucial for smooth operations and happy customers. Doing it all manually takes time and can lead to mistakes, making customers unhappy and slowing down the business. That’s where sales order management software comes in. It changes how businesses deal with orders, from start to finish.

Sales Order Management is like the backbone of your order system. It handles everything from when a customer places an order to getting it to them. This includes order entry, checking inventory, tracking, communication, and more.

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Team Collaboration

There are a number of things that an organization needs to do to make a sale or to retain a customer. Different things need to be worked out. All the teams need to be involved directly or indirectly. This is where a team collaboration software comes into picture. AntMyERP’s CRM and sales software helps the teams to work in collaboration. They together brainstorm, offer unique skills and work towards a common goal. Team members share their workload to gain better solutions. These things help in the collective growth of the company and the CRM management software plays a big role in it.

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Task and Calendar

Through the software, the sales employees can manage and maintain their daily tasks and calendar. This helps improve their work productivity as they can plan their day and time beforehand. The meetings can be easily scheduled in AntMyERP. You have control and track of employees’ daily meetings and tasks.

Chat and Group Chat

AntMyERP gives you the feature where you can easily interact with other colleagues in the office. The user can either do individual chat or group chat through the software. Thus, connecting to users becomes easier and more user-friendly.

Documents Sharing

The CRM module allows you to upload and store documents for future references. The system stores the file forever. Deletion of files or documents is prohibited in the software so that there is no data loss. It can be easily shared with other users as well to ensure better sales communication.

Activity Management

Activities of any sales team is crucial for any business. Their time is precious as money. The time they invest in trying to convert a lead is essential for the business. The time they spend in making cold calls, follow ups, sending emails or giving demos are all equally important. However, managing all activities is quite a task. That is where our sales activity management software comes into picture.

Our Sales CRM software helps you to gauge all the time spent by a salesperson in performing various tasks. It can help you make informed decisions on if the task is fruitful or not.

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Campaign Management

Campaign management helps you record details of campaigns you participate. This feature of the Service CRM is useful to identify the profitability of each campaign you participate.

Seeking out leads through various sources is a thing that needs to be implemented by organizations. Depending entirely on the sales people for them to bring in the leads will be elaborate and time consuming. Hence, the concept of campaign management is being practiced these days. However, the data collected for and from such campaigns can be overwhelming. This is where campaign management software comes to rescue.

Now you can transform your marketing game with AntMyERP’s campaign tracking software. Seamlessly create and manage multiple campaigns, convert leads, and track projected revenues. Effortlessly initiate your campaign CRM by filling in key details such as owner, name, dates, type, status, revenue, budget, and leads. Elevate your strategy today with our sales CRM software.

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Sales Goal Management

You can systematically set sales goals for the sales team and keep a track of their target achievement with AntMyERP. An effective Service CRM tool to manage sales goals for team.

In the rapidly changing world of business, managing sales goals is the key to sustained success and growth. It is where the plan needs to be materialized. AntMyERP’s goal management software can be your trusted go-to platform for managing various sales objectives.

Our sales goal management is an extensive approach to leading your sales team to a great accomplishment. AntMyERP’s sales management software provides ideas, strategies, and tools to help you understand the concept of goal setting. The sales team management software not only helps you plan but also helps you implement the idea.

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Reports and Insights

In the world today where everything requires numbers to be proven, the need for data has become of prime importance. Businesses these days rely hugely on data analysis, not only to solve the existing problems but also to venture their future potentials. We, at AntMyERP, provide just that. Our CRM Sales’ reporting and insights help you to take your business to the next level. In the business world today, insights reporting is a jargon widely used. This is nothing but using the numbers in your favor. CRM sales report will help you get an idea of the sales being made, the loopholes to cover and also the potential goals to set for the future. Let us look into some of the CRM reports that AntMyERP has to offer.

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Sales Dashboard

Get accurate sales figures for the current month along with the entire financial year sales figures. You get accurate and informed data on the prospects, leads, and contracts. The dashboard helps you analyze your top-performing sales team, top clients, and top prospects who can give you business. The dashboard gives clarity on the pending sales orders, so you can ensure timely product delivery.

KPI Dashboard

The KPI dashboard provides insights and provides you with the trends and patterns of sales for your company. You get to know your top-selling products, the category, and the brands. It helps you plan your strategy for sales. It also shares the current trends and patterns followed for your products, and brands that are sold maximum, hence planning appropriate Inventory and sourcing of the stock becomes easy.

Advance Sales Report

AntMyERP provides advanced sales reports that help you analyze your sales, sales pipeline, your sales team performance, and total revenue generated for all branches. It indicates the accurate date and trend for sales and products sold. There are multiple parameters for sales reports that gives leads report the way you want. You get control over your team’s productivity.

Tender Management

Competition insights are crucial for improving your sales strategies and marketing plans. With our competition management software, you can carefully analyze your competitors, gain valuable insights that can update and enhance your sales and campaign ideas.

This extensive assessment of your competitors allows you to recognize your  strengths, drawbacks, potential, and challenges, allowing you to stay ahead of the competition. With our competition management software, you can easily tag your leads that you lost to a particular competitor. Our competition software enables you to turn your setbacks into opportunities.

Our software is on the voyage of becoming the best CRM software in India. With our cloud based CRM systems in place, we can transform the way business is handled.

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Competition Insights

Competition analysis is necessary to improve your sales strategies and marketing plans. It helps you plan and strategize your sales activities.

We face continuous competition from our peers, and we need to analyze where we are going wrong in our strategies. We need to analyze our competition to improve our product line offering and services with new technology and trends.

With the Field Service Management Software, you can tag your leads as lost to a particular competitor. You get an opportunity to understand the reason for losing business to others. It helps to understand the sales and service loopholes and increases the scope of improvement in product, Service, and Complaint Management strategies.

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Sales CRM Integration

You can link your website’s inquiry page with our Lead Management Software. This means that when someone fills out a form on your site, their info will automatically be saved in our system and assigned according to your rules.

AntMyERP can be integrated with other software or platforms to produce effective reporting. The data can get integrated into this ERP and you can ensure your smooth business flow with much more enhanced productivity.

Our technical team is skilled in integrating other applications with this ERP if the API key is provided to us.

Automation in Sales CRM

The Service ERP has automated CRM process, where any sales contract done with customers create a list of sales orders pending for execution. This automated sales order list gives accurate order summary received by you, and you can accordingly plan your Inventory and Supply Chain process. The software creates automatic outward challans for orders ready for dispatch by the operations team. Once sales contract in in place, you automatically get notified for the device installation and a ticket is automatically assigned to the engineer mapped with the customer. The software simplifies the service ticket flow which is again automated with the CRM. The process of comprehensive and non-comprehensive service is automatically linked with the contract in place. Thus, you can ensure less of manual entries and more accurate and fast business operations.

Customization of Sales CRM

Adding a new feature to the existing system goes under customization. If you need a specific feature to build into the existing software, you can send us the working flow of the new feature. You need to share the required documents to support it. Customization timelines are shared with the team to ensure proper transparency. We will support and assist you with the new feature in the implementation and post that as well.

Task management

Create multiple tasks into the system and plan your daily activities. This helps you plan your day and your daily meetings systematically at one place.

Task Management CRM for quick Task Monitoring & Tracking

Create – Assign – Work – Close Tasks with AntMyERP (Your daily task management software)

With the Field Service Management software, you can easily create tasks for yourself or create and assign them to teammates. Create timesheets, meetings, and recurring activities to keep your daily task planned and organized. Monitor daily works for all employees and enhance productivity.

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Lead Service Feasibility

Imagine you are sitting with a customer who wants you to give him information on how your organisation can service them across the country demographics and you just upload their service location and like an instant coffee you can show him which location you can serve him and how far is your service location.

It can be hard for many businesses to quickly and correctly find the right leads. The leads are feasible for conversion or just junk is always a lingering question. However, with our lead feasibility management will help you with the same. Now, you can increase the speed of your service and the happiness of your customers with our Lead Validation Software. In today’s competitive market, our CRM to manage leads helps you check and sort leads by importance. This helps your sales team to focus on the best possibilities. You can say goodbye to wasting time on leads that aren’t good enough and hello to a lead management system that works well and is simplified. Find out how our Lead Validation Software can help your business grow and run better.

Learn more about Lead Service Feasibility

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