Bitscrape has developed a client-server product - Sales Track, for tracing and tracking leads and orders. The product is intended to provide tracking sales tracking functionality for users dealing with complex sales process. The system supports Customer Relationship Management, Lead & Case Management, Contact Management, Order Management, etc. Management reports are also included in the system.
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Sales Track - tracing and tracking leads and orders
1. Introduction
Bitscrape has developed a client-server product -
Sales Track, for tracing and tracking leads and orders.
The product is intended to provide tracking sales
tracking functionality for users dealing with complex
sales process. The system supports Customer
Relationship Management, Lead & Case
Management, Contact Management, Order
Management, etc. Management reports are also
included in the system.
Features
• Home
Use the Home menu features to create new users, to edit user login
information, to login to the system, to logout from the system and to exit
from the system.
• Account
1. Manage Accounts
Use the Account menu features to manage (create, edit, delete)
2. Manage Contact Person account, to manage (create, edit, delete) contact person, to create, edit
new account class and to create, edit new contact person class.
3. Account Class
4. Contact Person Class
• Product/Services
Use the Product/Services menu features to create, edit and delete
1. Manage Product/Services
product details and to create, delete product category.
2. Manage Category
• Sales Force
1. Manage Sales Force
Use the Sales Force menu features to create, edit and delete sales person
2. Manage Sales Force Division details, to manage sales person division (create and delete) and to
manage (create ,edit and delete) sales target of individual sales person.
3. Assign Targets
• Tools
Use Tools menu features to export database, to import database and to
create new birthday template.
2. • Leads & Orders
Use the Leads & Orders menu features to manage
(create, edit and delete) lead details, to maintain
(create, edit, delete) lead events for individual leads, to
keep orders information of individual leads, to create
and delete lead status, to manage (create and delete)
lead origin and to define (create and remove) order
information.
1. Manage Leads And Orders
2. Lead Status
3. Define Order Details
4. Manage Lead Origin
• Report
Use Report menu features to view reports of following sorts:
1. Lead Summary that summarizes lead records
2. Order Summary that summarizes order records
3. Month wise sales force performance that shows performance history of sales person
4. Account list that summarizes list of available accounts and their details
5. Contact list that summarizes list of all the contact person and their details
6. Product list that summarizes list of all products and their details
7. Sales force list that summarizes details of sales persons
8. Birthday list that shows month wise birthday lists
• Dashboard
Use Dashboard menu features to manage (create and edit) accounts, products, sales person ,leads and to set
details for leads and lead events.
1. Dashboard
2. Customize Dashboard
Toolbar
The toolbar gives you quick access to many of the Sales Track features you will use most frequently. The functions
of each features will be described in details in this manual.