order & sales

Smooth sales management from lead generation to invoicing

Order & Sales

In today’s world when we talk about sales, capturing the leads or opportunities and converting them into sales orders is the key to growth. PRISM’s Order & Sales tool enables you to keep track of all the activities involved in sales process. You will have access to all your customer data at anytime, anywhere.

Lead generation & tracking

Lead generation & tracking

  • Capture potential leads & enquiries from different channels like advertisements, promotions, exhibitions, etc. suitable for your business.

  • An overview of all the leads & enquiries, comments, attachments, follow up schedules available on few clicks.

Convert opportunities into orders

  • PRISM ERP offers complete sales process that helps you converting opportunities into orders.

  • You can easily create customer specific quotations based on opportunity suggestions.

  • Further to this process, you can also amend your quotations based on your negotiations with customer to provide more flexibility.

Convert opportunities

Easy invoicing

Easy invoicing

  • Invoice your customers after successful order completion & delivery.

  • PRISM offers a very easy invoicing process that involves creation of proforma invoices, tax invoices and invoice amendments & sales vouchers.

  • The invoice process is well connected with other functions of the order such as inventory, production etc.

Customer satisfaction

  • PRISM streamlines your sales process in a very smooth manner. It allows you to keep track of all the sales activities, which eventually enables you to analyze the productivity and performance of your employees and keeping you focused towards sales growth.

Reporting

  • Sales reports are important for taking right business decisions. You need to know, how much leads you have captured, out of which, how many got converted into orders, how many quotations you have shared with prospects/customers, and how much sale you have made in a particular time duration.

  • PRISM offers many reports related to your sales transactions with right filters.

  • You can customize report columns as per your need.

  • PRISM also enables you to track your leads/opportunities from a single report.

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