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EQMS is designed with a modular approach; hence it comes with all the basic features that is needed for any sales or marketing team to keep a track of sales leads or opportunities.
All important details such as customer information, management of sales teams, reminders of follow-ups and more are captured in the EQMS.
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FAQ
EQMS for your Business
After days' of field work; Sales Executive can enter their daily enquiry follow-up/closure details. At the end of the day, the team manager can have a look at the performance of an individual/team.
Also, documents exchanged with the prospecting client could be linked at every follow-up detail. These documents could be quotation, performa invoice, brochure, MOM (Minutes of meeting) etc.
Mangers can have a graphical view of the lead status using Dashboard. Various MIS reports come in handy to evaluate performance of individual/team as well as growth in business can be observed.
Why EQMS?
EQMS gives you a transparency in your daily processes as it follows hierarchical workflow. Enquiry assigned to an executive is private to him/her and cannot be viewed or modified by another sales executive. As the data is non ambiguous; calculation of incentive or evaluating employees' performance is made simple.
Team creation gives the control to the team owner to monitor a team and this can help the team owner to guide/help team members to do a better closure, thus getting better business. Any complex organization reporting requirement can be simplified through Adhoc reporting utility.
Access Control helps you to assign user privileges to use EQMS as per employees' profile. Like a Sales Executive can access modules related to his profile, and manager can do his job of performance evaluation, sales forecast and plan business activities accordingly.
Reasons or strong selling points can be evaluated based on closure details. Loss of an enquiry can be traced. This helps you strategize your business for a selected region or for a selected product(s) or selected customer segment.
Payment details can be captured at every closure. This helps you get the total value of business in a day. Weekly/Monthly and Yearly sales report can also be generated. This gives an edge over others as sales forecast can be done based on the historical data.
Thus, tedious work is simplified.
Features
- Reminders for an important follow-up can be scheduled. Action to be taken during next follow-up can also be recorded.
- Valuation of customers can be done based on the value of business done with him/her over a period of time.
- Unified view of data is available. Critical information about follow-ups, quotation submitted, payments, customer details etc. can be retrieved in a click. Informed decisions can be taken by the respective department head.
- Excel upload of existing clients' data can save time of entering data in EQMS. A pre-defined format can be created and uploaded at one go. Thus, EQMS is ready to use from day one.
- Exporting tool empowers you to create customize reports to analyze business at micro level.
- Backup & Restoration utility helps you safeguard your data. This helps in maintaining data integrity in case of virus attacks or PC crashes.
EQMS Standard Edition
EQMS Standard Edition follows the traditional client server approach, where multiple PC's are connected over LAN. This helps multiple users to login to EQMS simultaneously. So, employees from various departments like pre-sales, sales and management can work on EQMS at parallels.
What will you miss in Standard Edition?
Multi Branch Connectivity
- Here, EQMS is meant to operate in a single office with the LAN (Local Area Network), hence multi regions cannot be accessed.
Online Access
- Sales Executive on field job cannot access EQMS on their Laptop, since online access is not supported.
To avail such benefits and more, kindly upgrade to EQMS Online Edition.
Hardware Requirement
- CPU: 2 GHz +
- RAM: 1 GB (minimum)
- Disk Space: 100 MB (minimum)
- OS: Microsoft Windows XP (SP1/SP2/SP3), Windows Vista, Windows 7.
What you get
Free email/telephone support
Free upgrade for 1 year
Download free animated tutor
Installation Tutor
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1.92 MB
- How To see .Net alredy Install
- How to install .Net 2.0
- How to install Eqms Basic
- How to send license request
Admin user
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3.12 MB
- How to create employee
- How to create team
- How to enter master
- How to search customer
Sales Executive
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4.10 MB
- How to enter Enquiry
- How to enter Follow-up
- How to attach file
- How to enter closure
- How to see report's
Manager
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1.29 MB
- How to see team report details
- How to re-assign enquiry to other sales executive
- How to re-open enquiry if this is marked as closed
Full
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12.0 MB
This includes all above tutor Installation, Adminuser, Sales executive, Manager
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