- Customer Relationship Management
- Data Import
- Recording of Lead Generation
- Contact Management & Detailed Customer profiling
- Streamlining Lead Qualification
- Maintenance of Log-Interaction & Log –Opportunity
- Activity Management To-Do’s
- Escalation Management
- Management of Profile Questionnaire
Travel
Dynamics Travel Features
Pre-Sales Automation
Sales Automation
- Contact management & detailed customer profiling
- Dashboard view for Sales Representatives
- Maintenance of Sales Closure Form
- Streamlining Sales Order Modifications/Revisions
- Document Approval Management
- Sales Quote
- Sales Order
- Sales-Type Management
- Trial | Upfront | Credit | Installment
- Generation of Performa Invoice
- Sales Order Payment Entry & Installments
Post Sales Automation
- Sales Order Payments
- Document Approval Management
- Sales order for shipment
- Service Activation on website
- Invoice Creation (based on payments received)
- Post Payments (accept payments in various modes)
- Streamlining Incentive payment basis
- Scheduling of sales recognition (Defer payments)
- Generation of Bills & Receipts
- Management of Cross-sell, up-sell, up-gradation of products
Product Management
- Flexibility to provide customized product range to clients
- Types of Products
- Product Configuration | Standard | Combo
Sales Price Management
- Multicurrency Support
- Centralized Price Control
- Multiple Tax Calculation Support
Discounting Structure Management
- Loyalty Based Discounts
- Seasonal Discount
- Returning Customer Discounts
- Combo Discounts
Hierarchy Management
Financial Management
- Adaptability to track & manage financial/accounts over an elongated period
- Bank Reconciliation & Reversal Management
- Fixed Asset Management
- Sales Deferral Management
- Investment Management
- Sales Incentive Management
- Statutory Compliances
Integration
- Online Customer Registration
- Online Payments (Payment Gateways)
- Sales Order data into NAV
- Offline Sales Orders
- Refunds
- Computer Telephony Integration (CTI)