Build your sales management app with little or no coding. Create modules to streamline your Sales training, Lead tracking, Account management, Inventory control, CRM, and other Sales strategies, in one app.
00:00 – Introduction
00:20 – What is Sales Management?
00:44 – Why should I create a sales management app?
01:05 – Five main features of sales management app
02:15 – Zoho Creator demo
02:56 – Create product details form
05:25 – Create sales representative form
06:51 – Create customer details form
09:01 – Share your application
10:17 – Create sales order form
12:52 – Build a workflow for the sales order form
20:31 – A quick demo of the app
22:38 – Instal our pre-developed Sales Management app
23:39 – Conclusion
You can install the prebuilt Sales Management app and customize it on your own. Click here: https://zoho.to/SalesMgnt-appdna
Build a sales management app that helps your sales executives to increase the profit. The all-inclusive dashboard gives a well-rounded overview of your business activities at a glance, ranging from sales reports by region or employee to exhaustive figures on order status and fulfillment.
Low-code apps are fully customizable, right out of the box. Coupled with the guided scripting feature, the drag-and-drop form builder allows you to add limitless functionality to your app. Dedicated modules for each stage of the sales pipeline will help you prioritize leads and assign them to sales reps accordingly. Permit sales reps to modify inventory levels based on deals closed, and keep the rest of your team informed about units remaining in real-time. You can configure a variety of email templates to send to contacts at strategic points along the sales cycle.
Use detailed, visual reports to spot engagement patterns and conversion trends over time. View exhaustive drill-downs with a single click, and leverage them to make better business decisions, faster. Use the built-in forecasting feature to set targets and plan sales activities accordingly.
For every app you access on your computer, there’s a fully optimized native one waiting for you on your smartphone. Enjoy all the features of your app on the go, on any device. You can also integrate with full-fledged CRM solutions like Salesforce or Zoho CRM to implement advanced lead qualification and lead nurturing workflows.
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