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.
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.
3. Now, add a contact in less than 2 minutes:
Let’s start with a visiting card; like this:
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”.
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.
Let 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!