Inventia

The team relied on Excel spreadsheets to complete sales.

Manual assignment of leads thus leads were getting missed.

Difficult to track the Leads.

Multiple junk leads with duplicates getting captured.

IPotential and non-potential data are in the same sheet.

Excel was used to keep track of inventory

Time time-consuming to identify the available inventory.

No automated system to maintain the status of the various opportunities and the opportunity line item units.

Quotes were created manually and shared with customers.

There is no way to track sales representative performance.

No real-time reports or dashboards.

Lead Management modules enable users to capture leads from the Conference and Events.

Reference, Websites and Others and manage them in a single system, preventing lead duplication and allowing users to work on assigned leads.

Sales representatives are provided with email reminders to follow up with prospects.

Opportunities will be managed and tracked with different statuses, and products with different price books are managed by the system.

Quotes will be created based on the product and price book selected in the system and will be shared with the customer for further tracking and negotiation.

Reporting and dashboards enable sales representative supervisors to get real-time information and visibility into Lead Capture and Sales.

Activity Management has been configured to gather various communication information at the Lead/Account/Opportunity level.