Sales Management

Sales Management module automates a full sales cycle from prospecting to closure. Management can have complete visibility of sales pipeline. Sales Management Module provides the following:

• Prospect Capturing, eligibility check, assignment and conversion

• Opportunity capture, automatic assignment and routing

• Multi-channel sales process from agent network to branches to brokers

• Service Level Agreements (SLA) for opportunities

• Configuration driven sales process development for any product

• Escalations of opportunities with breached SLA

• Sales pipeline dashboard and reports

• Inbound and outbound sales processes