Record all events related to lead and prospects from cold
call, meetings , emails to all tasks of your sales force so that
you don't miss any opportunity and improve the efficiency of your
sales team.
Foundry Bean CRM automatically converts a quote into
sales order so that there is no mismatch between a quote and the
sales order.
Lead Generation and prospects
Whether you receive the lead from website, online or a call
for product inquiries, tracking the leads and convert a lead into a
prospect in different phases of sales process is an important step
to increase the efficiency of your sales team. Converting a lead
automatically creates a contact , an account and opportunity.
Record Sales events
History of all sales events in various stages of lead
generation, conversion, quotation, order generation and all actions
from calls, client meetings, key activities, email correspondance ,
calendar events can be recorded to track the opportunities.
Create Opportunities
Though creating an opportunity from lead generation is one
click away, updating the opportunity record with deal size, close
date , oppotunity products and regular status update goes a long
way to win the deal. Add the opporunity items with price and
quantity so that it is ready for creating the quote.
Quote generation
Foundry Bean CRM can automatically generate quotes from the
opportunity items. You can change the terms , prices or add new
items to create a different quote for the same opportunity to
represent the proposed prices and offerings of products and
services for different terms.
Convert Quote to sales order
Once the deal is finalized, you can automatically create
the sales order from the final quote. Once the sales order is
generated, additional information, approval may be added before
booking the order. Since the opportunity items and sales order are
in the same database , conversion from quote to sales order always
in sync and is one click away.
Leads and prospects
