Contact manager, account manager, task manager, contact and tasks synch with Google apps, sales team and territory management, Quotes, proposals, invoices, forecasting, reports and dashboards

1. Saleswah CRM- Features and functions
Campaigns are marketing led engagements with contacts and accounts
Saleswah CRM is an enterprise aimed at getting more leads for the sales people to follow. The
class hosted software product campaigns are created by a process of designing an email template,
that is constantly adding to its then selecting a filtered list of contacts to email to and then emailing
features and functions. Saleswah them. The purpose of the emails could be email newsletters, seminar
CRM synchs with your Google invites etc.
Apps account Tasks and Contacts
and allows Single Sign On using Tasks are activities that you have scheduled and assigned to your sales
Google Apps credentials people to perform related to some product and contact.
Please visit us online at Sales proposals are created and saved as draft for anyone to access,
www.saleswah.com and follow modify and send out saving time.
our blog
http://blog.saleswah.com where Quotes, purchase order acknowledgements and invoices are self-
we will keep announcing new explanatory.
features and functions on a
A deal is an opportunity and Saleswah offers you the ability to track its
regular basis. By its very nature,
progress through the stages, map the tasks and quotes associated with
this document is outdated almost
it and forecast a possible closure date and chances of a win.
as soon as it is published!
Saleswah users
Basic terms used in Saleswah:
Saleswah allows various classes of users who have different roles in
Accounts are organizations you
the organization. These users differ in terms of their access to
sell to and Contacts are people
functionality as well as their access to the part of the database. For a
that work there; people you need
detailed description, please contact Saleswah Sales. Briefly, the roles
to meet, phone, email or
are:
otherwise engage to get
business. Contacts in Saleswah 1. Sales:
are grouped under Accounts. a) Sales Executive/ Account Owner
b) Sales Manager
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2. Saleswah CRM- Features and functions
Contact Manager
2. Marketing Add, update, delete contact records. Also upload your contact list from
3. Administrator (who can also Excel or synch with Google Apps.
double up as a manager)
4. Telesales/ Receptionist/ Sales co-
ordinator
Saleswah customization
Saleswah allows customization
at the user admin level for
various functions. You can pick
your currency (ies), upload your
logo, configure your email,
upload product list etc.
More customization? Expect to spend a lot of time on this screen, as most customer facing
Talk to us and we will examine your activities like sending literature, sending a quote or proposal can be
particular need. initiated here. As those activities are performed, they are
automatically logged in Saleswah, under the same contact record.
Modules/ Features:
We are listing all the features of
Saleswah below this. Depending on
the specific role of the user in the
system, some roles may not be
available.
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3. Saleswah CRM- Features and functions
Tasks related to a contact- account record.
can be seen under the Tasks
tab
Account Manager
See all the accounts in a list, sort,
filter. You can merge duplicate
accounts as well- which brings all
the contacts and related activities
together under the same new
account record.
You can create an account record
and then add contact records to it
or create an account record in the
process of creating a new contact
record.
Other information
The contacts within the account
and the comments about the
account are stored in separate
tabs, all information captured over Accounts screen views: List, View details and modify, Contacts and
time, by whoever has anything to comments tabs
contribute.
You can sort, filter, delete and Accounts are very important in Saleswah’s scheme of things. All other
merge account records. Merging records like leads, deals, contacts are aggregated and correlated at the
allows you to get rid of duplicate account level. Accounts are the level at which responsibilities/ ownership is
records at the same time, ensuring
established- an account can only be assigned to a single account owner/
the contacts, deals, tasks etc of
the merged records are kept sales executive.
associated with the same merged
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4. Saleswah CRM- Features and functions
Task manager
Saleswah allows you to schedule
a task for yourself or for anyone
below you in the direct chain of
command. You can add a
comment and relate this task to
a product. It is necessary to
select the customer contact to
whom the task is related.
The task once created, is
assigned to the account owner Task view update screen
and he can update the task
status, add comments and
change the follow up date with
full visibility to his supervisors.
History of all tasks are
maintained in the system. A
dashboard shows you bird’s eye
view of the pending tasks with
all executives. Open tasks by owner/ managers and type of task: Report
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5. Saleswah CRM- Features and functions
Marketing campaign
management and lead
generation
Saleswah has comprehensive
campaign management
capabilities. It can create
campaigns such as newsletters,
seminar invites and log the
responses to the database
automatically.
HTML newsletter – embedded with tracking codes and customization tags
So, you can invite contacts to a
seminar on email and have an
updated list of those who have
registered for the seminar.
More interestingly, all
marketing campaign responses
are stored and correlated with
the other activity data in the
database constantly – like
literature mailing, seminar
attendance, sales calls etc to Campaign responses and follow up:
judge when to send a automatic
Responses from campaigns are available real-time. You can get a list of
trigger to the sales executive
registered attendees in a seminar right in the campaign screen so that on
regarding a possible
the day of the seminar, you can mark the ones who attend present.
opportunity to sell- or a “lead”.
This is unique to Saleswah.
Automatic lead identification and triggering: A Saleswah special
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6. Saleswah CRM- Features and functions
Saleswah differs from other platforms forwarding note. With upto 3 attachments to every proposal possible.
in being a complete platform for
performing and logging all customer Quotations
facing activities. Rarely do you need to Do you need to send formal quotations, with taxes, discounts, delivery
leave Saleswah for performing any of terms, payment terms and such? Use the inbuilt quotation builder and send
the activities that Sales and Marketing out professional looking quotes such as these:
folks need to perform.
Saleswah adds to that experience. It
trawls through the database sifting
through all the activities, responses,
attendances in events, requests for
quotes etc and when it spots activities
in an account converge around a
product class, it triggers the account
owner that there is a “lead” for him to
follow.
Sales Proposals
You can create professional looking
proposals for use in different sales
situations for your sales people to
Quotes and Sales Proposals can lead to Purchase Orders and they
modify and reuse. Especially useful for
sometimes need to be formally acknowledged on amended terms and
standardizing responses to
conditions. This is why, Saleswah allows you to log a PO Acknowledgement
preliminary inquiries, periodic
directly from the platform as well and send to the customer.
responses to channel partners etc.
This is also useful when you want to
send your quotations with a
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7. Saleswah CRM- Features and functions
Leads and deals by the changes in the values of the constituent deals.
Leads can be created in the system,
either automatically or by someone
manually flagging a contact as a lead
for the responsible sales executive to
follow through. In either case, a lead is
a sales intent captured at the
preliminary stage. Leads need to be
first thought worthy of being followed
up by the sales executive, where he
marks it as a deal.
A deal is a qualified sales opportunity.
The sales executive works on it and
logs the names of the decision makers
and their roles in the purchase process,
stages of the deal- has the product (s) Sales deal record- log and update stages and forecast month and chance
been discussed and do the decision
makers like it, has the customer budget
been identified, have the items been
quoted for and if so, is the quote within
the budget. The sales executive also
makes two qualitative judgements:
when will she forecast the order to
come in and what are the chances of a
win. The deal record contributes to the Sales forecast report
sales funnel which is always updated
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8. Saleswah CRM- Features and functions
Now, synchronize with Google! Mobile alerts
Keep your contacts synchronized. Salient details of all tasks and leads created in Saleswah are automatically
sent by SMS to the sales executive wherever she is in the world.
Now, you don’t need to worry about
whether your contact data in Gmail Customization
is current or indeed, have to retype
all the information you entered in The following customizations can be done by the user.
Saleswah in Gmail. Intelligent 1. Add logo
Contact synchronization is just a
click of a button away. 2. Currency: select master (default) currency and other currencies to use
and the conversion factor from the master currency.
To do this, you must have a Google
Apps account (no, we do not 3. Add your own tasks to the system.
support synchronizing with personal
4. Upload your quotation terms and conditions
Gmail accounts, yet) and your role in
Saleswah must be that of an 5. Modify and save as many custom templates for proposals and email
Account Owner. newsletters as you want.
And, effortlessly keep track of your If you need more customized changes specific to your requirements, please
Saleswah tasks in Google calendar contact us.
too! Simply synchronize your tasks
with GoogleTasks. Saleswah!
Anwesha CRM Pvt Ltd; A43 Sector 7, NOIDA 201301
As in Contacts synch, any changes www.saleswah.com
you make to your tasks in Google +91 9990172233|+91 120 4202319|sales@saleswah.com |
will show up in the corresponding
tasks in Saleswah and vice versa.
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