Tally Prime Sales Activity Management (SAM)

Datapoints are Prospects / customers in Sales Activity Management. It provides detailed information of customer, different locations, sales activities, product purchased and Sales Information such as quotations, complete customer interaction history, including inbound outbound calls, onsite visits, meetings and demonstrations done with the customer. It provides complete visibility of activities done and also displays ledger statements and outstandings.

Managing Opportunities gives sales reps complete visibility into each prospective sale and signals them about the major deals nearing completion along with effective and consistent sales process across their sales organisation.

This involves tracking of the sales cycle for a given opportunity from being a prospect to closing, marking it won or lost. The various phases of the opportunities can be defined as per companies sales process and then status of each opportunity can be changed as it progresses.

You can create the sales opportunity received after a sales and define the status of the opportunity closed, lost or Won. Each Opportunity may have multiple products / services and can create quotations from the various templates and the same can be sent to the customer via email.

Register all Activities done during sales process in all phases and keep a log of them for future reference.

Activity log enables reviewing of sales activities carried out by the Sales Executive on day to day basis. The activity Management keeps a record of all interactions or conversation made with customer a one place which can be easily accessible by all the other fellow sales representative or sales manager.

The Activity history displays all sales activities which can be viewed by other users enabling them to know exactly what happened, when these activities happened, and how much time was utilised to perform or to complete these activities.

Activity report with the use of extensive filtering capabilities allows you to filter the activities in form of Datapoint created, Opportunity created and Touch points.

Outstanding / Bills receivable Ledger Outstanding provide the report of outstanding to be received from the customer till date. It helps to check all the outstanding not yet cleared and can help the Sales executive to take continuous followup to clear the outstanding. Sales Mangers can evaluate the amount of accounts receivable outstanding with their sales activity towards the business to see the proportion of receivables to sales. It helps the sales rep to estimate and manage their average collection period. It provides general information about the number of days on average that customers take to pay invoices. Ledger Statement It's financial report that provides Complete set of all the records or transaction passed for the customer on periodical basis. The Ledgers fetches the report of all the transaction passed for the customer on the particular date range from Tally.

Sales Activity Management provides a hierarchical user management system where we can create a Teams,User and Work Profile and set access level and permissions to the user who are associated with the Datapoints.