New features in Saleswah

In the past one month, we added a bunch of advanced CRM features in Saleswah. We also tweaked many screens to make them easier to use.

Here’s what we did, in no particular order:

1. Sales proposals: we have now added the ability to send professional looking proposals on email. Of course, you can use your letterhead, graphics, formatting and anything else to make this look professional.

Who will use it: Salespeople sending proposals to important clients; distribution channel managers sending monthly updated price lists to their partners etc.

You can create once, and modify and reuse many times.  Best of all, you can create and make it available for the entire organization for their use, for their own customers.

Send a sales proposal to clients

Send monthly price-list to your distributors using Saleswah's Sales Proposal feature

 

 

 

 

 

 

 

 

2. Purchase orders:

Convert an existing quotation into a purchase order, record the amendments to terms and conditions, change prices and/ or discount levels and mail back a properly formatted purchase order to your customer. Of course, mention the expected shipping date and any other terms and conditions.

Purchase order acknowldgement from Saleswah CRM

3. Now, add a contact in less than 2 minutes:

Let’s start with a visiting card; like this:

Visiting card of a contact for upload in Saleswah
Visiting card for upload into Saleswah

Saleswah allows you to open the “Add new contact” and start typing in directly, without worrying about whether the “Account” exists in the database or not.

Type in the name, the phone numbers and designation and email address; just the way it flows in a typical visiting card.

Then, you start typing in the “Account Name”, Anwesha Custome.. and well before you have reached the end of Anwesha, you will see Saleswah come up with choices- of Account Names that match; or, if they don’t, no choices- like here, so you click “New Account”.

New contact creation in less than 2 minutes using Saleswah CRMWhen you do, you get choices.

Is your client a one man shop- like a trader in the automobile market? Or is he part of a large organization?

If it is the latter, like here, select Company Account and go ahead and input the rest of the data in the card; click submit to save the account details and then click Save to save the Contact record itself.

The second part of the 2 minute process of creating a new contact in SaleswahLet us know what new features you would like to see in the coming days. If you want to test out Saleswah, login for a no obligation demo. Right here!

 

Quote to cash – what it really boils down to

Why your CRM needs a Quote to Cash Solution

If you have spent some years in sales, how many times did your boss tell you when you started off: “it is not a sale till the money is in the bank; ours!”
Quote to cash process using Saleswah CRMSales process is like courting. If the objective is to get paid for supplying goods and services to your customer then, the process must culminate in a purchase order and which in turn should lead to an invoice from you, after the goods/ services have been shipped.
Saleswah CRM does a lot; runs marketing campaigns, helps keep profiles updated, assigns tasks and updates status etc. But, none of the tasks it functions or activities/ processes it monitors compares in importance to the Quote to Cash process.

Send a proposal through Saleswah CRM!Send a quote, or a proposal through Saleswah and ensure your chance of acceptance is high. With professional looking templates which you can easily design in Saleswah and reuse by members of your team, Saleswah ensures a productive experience.

What happens when the customer sends in a purchase order?

A purchase order comes with terms and conditions Saleswah handles the entire quote to cash process(“I will marry you, but…”) and you need to send in a PO acceptance; after amending the terms that you have not accepted. After that, when you ship, you will invoice. All through Saleswah CRM’s easy to use interface.

Saleswah CRM is easy to use and easy to understand.  Again, follow the Quote to cash trail using the Saleswah CRM and live happily ever after!