Requirements
A faster and easier way to generate quotations
A system to track sales team visit activities
A smoother and more organized sales process
Ability to monitor daily activities without manual reporting
Our solution
Enabled direct creation of Opportunities for faster sales processing
Integrated Tally for seamless products and accounting sync
Set up a smooth quotation process, allowing the team to create and track more quotations per day
Activated Check-in / Check-out for accurate tracking of field visits by the sales team
Added daily reporting dashboards showing: Number of quotations created, Field visits done by each salesperson, Sales funnel with stage-wise clarity
Results:
After the Sangam CRM implementation, Superb Bearing Stores saw a significant improvement
A clean and clear dashboard view of all business activities
A complete 360-degree view of the sales team’s performance
Faster quotation creation and accurate tracking
Better decision-making thanks to real-time reports
A smoother overall sales process with less manual effort