Pre-Sales CRM Automation

Pre-Sales CRM Automation

A strong sales pipeline depends on allocating the right resources to the right places at the right time. And a robust pre-sales process can help you do just that.

While sales often gets the attention for closing deals, a pre-sales process is critical to the success of each opportunity and the overall sales organization. Pothera ERP provides a strong pre-sales process can impact your sales result and boost your bottom line. It accounts every sales opportunity across the customer lifecycle, from lead identification and creation, through discovery, qualification, proposal, closure, and after-sale service and support.

  • Lead Creation
  • Lead Allocation
  • Manage the sales pipeline
  • Follow-ups
  • Lead activity & Notes
  • Employee Target Vs Achievement
  • Sales Executives hierarchy and leads view permissions
  • Activity tracking and alerts
  • Enquiry and opportunity management
  • Lead Closure

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