Accounting, Inventory Management & CRM
Why sale leads are important?
A sales lead is a person or business who is potential client. Businesses gain access to sales leads through advertising, trade shows,direct mailings, third parties, and other marketing efforts. A sales lead may also be obtained after receiving a purchase enquiry from an interested and potential client. It is not really a sales “prospect” by default because a business would need to examine and qualify the potential new client further to determine their intent and interest. Innoventry helps businesses to manage these sales leads in an efficient and simple way.
How to manage sale leads?
Innoventry helps to manage these sales leads by providing various authentic and customizable features such as:-
Add new lead from desktop and configure metadata.
Step 1: Open the innoventry software and log in with
user id, password and company id. Following which the following screen appears.
Step2: Click on the tab “Application” (highlighted
with yellow in above snap) and then select the “CRM” option as shown following
which the following screen will appear.
Step3: Click on the tab “Transaction” followed by
“Enquiry”, then the following screen will appear:
Step 4:- Here we can add the information accordingly and then finally the screen will look something like this:-
Step 5:- Finally click “Apply” button and the sales lead is added to the software as a ticket with unique voucher number which can be used for future reference.
Adding Fields/configure ticket meta information:-
Fields can be added to the sales lead information feeding windows as
Step 1: Open the innoventry software and log in with user id, password and company id. Following which the following screen appears.
Step 2: Then the following screen will appear. Click on “Master”>More>Tracker as shown.
Step 3: Then select and click enquiry from the five options as shown in the snap below.
Step 4:- Following screen appears with four options.Here we can add following:-
Ticket Status Update and Dashboard:-
During the process of dealing with enquiry from a sales leads in a business, it is required to update status of the enquiry at different stages. Innoventry has features to allow that and it can be performed by following steps given below:-
Step2:- Following screen appears. Click on the Reports –> Enquiry Board.
Step 3:- Follow points a, b, c:-
a) Select the assigned salesperson
c) All the enquiries will appear under various tabs created e.g. New, Pending, Price Negotiation etc.
Step 4:-Now select the enquiry whose status is to be updated. Example, for ”ABC Enterprises”. And then click “Update” Tab.
a) Select the enquiry
b) Click on “Update” tab
Following Screen will appear.
Step 6:- Press OK tab to save changes.
Step 7:-The enquiry will then be shifted to the new status. For example, the enquiry status updated to “Demo Scheduled”. The screen will appear as follows:-
Attach document to ticket:-
Step2:- Following screen appears. Click on the Reports–>Enquiry Board.
a) Select the assigned salesperson
b) Click “Show”
c) All the enquiries will appear under various tabs created
e.g. New, Pending, Price Negotiation etc.
4:- Now select the enquiry to which a file has to be attached.
a) Click the ticket to which file has to be attached
b) Click on “attachment sign”
5:- Following screen will appear:-
Click “Add” tab.
Step 6:-Following screen will appear using which we can browse and add the file to be added to the ticket.
After selecting the file press “Open” and the file is
The attachment will appear as shown in below snap. Also we can add notes with
the file for clear understanding and future reference.
Step 8:- Finally press the “Close” tab and the file is attached.
Import leads from India mart:-
Open the innoventry software and log in with user id, password and company id.
Following which the following screen appears.
Step2: Click on the tab “Application” (highlighted with yellow in above snap) and then select the “CRM” option as shown following which the following screen will appear.
Step3:Click on the tab “Setup” followed by “Settings”, then the following screen will appear:
a) Click on “India Mart Settings” on the left hand side column.
b) Enter Mobile Number registered in India Mat in the Mobile Number text box.
c) Enter CRM
Key as provided by India Mart.
d) Select the tracker you would like to import the India Mart Leads to for example- we have created a tracker called IndiaMart Leads, so selecting the same.
Press “Save & Close” Tab on the upper left hand side of the screen.
Now the IndiaMart Leads will automatically be updated in the selected tracker.
Add new lead from Mobile:-
To download iCRM App Click Here.
Step 1:-Open the innoventry CRM app in your mobile and log in using UserID, Password and Company ID. Following which below given screen will appear.
2:- Click on “Enquiry” Tab. Following screen appears:-
Step 3:- Touch this add button to add new enquiry, following which below snap appears:-
Add required data, select status and assigned person through the drop down menu.
Step 4:- Click “Save” tab and the enquiry is added to the assigned person.
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