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Lead Management

Here's how our app helps your sales reps sell smarter:

  • Lead Scoring — Always start with your hottest leads.
  • Activity Capture — Bypass data entry to save serious time.
  • Opportunity Insights — Find the next best steps to close.
  • Account Insights — Stay informed and build richer relationships...

Lead Management

Here's how our app helps your sales reps sell smarter:

  • Lead Scoring — Always start with your hottest leads.
  • Activity Capture — Bypass data entry to save serious time.
  • Opportunity Insights — Find the next best steps to close.
  • Account Insights — Stay informed and build richer relationships.
  • Nurture leads so they’re ready to convert, then automatically route them to the right reps at the right time. Track the effectiveness of marketing campaigns, easily.
  • All your lead information updated – in one place . Makes it easier to prioritize and take quick decisions.

Lead management helps you get more deals , close more leads ,route and assign more leads correctly , accelerate productivity, track marketing campaigns across all channels and make insightful decisions.

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Contact Management

  • Not just bird’s eye view but a close up of all lead interactions , including history of previous communications and internal discussions.
  • Want more ? Gain insights from Social Media apps such as Facebook , LinkedIn and Twitter .
  • Collaborate with your Team members within SalesGo – share documents and other useful tips that will help you close that deal...

Contact Management

  • Not just bird’s eye view but a close up of all lead interactions , including history of previous communications and internal discussions.
  • Want more ? Gain insights from Social Media apps such as Facebook , LinkedIn and Twitter .
  • Collaborate with your Team members within SalesGo – share documents and other useful tips that will help you close that deal.
  • Prepare for customer meetings while on the go and walk into that important sales meeting with all relevant data within reach.
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Calender Management

  • Now schedule and review all your upcoming meetings right at your finger tips , all through the SalesGo app.
  • With the reminder feature , you wont miss a single meeting with your prospect .
  • SalesGo calendar syncs up with other devices and consolidates all your upcoming events under a single timeline .
  • Share your Calendar with a colleague or your manager if required.
  • Running late ? No problem . Just call your client from the Calendar app to update or to reschedule.

Calender Management

  • Now schedule and review all your upcoming meetings right at your finger tips , all through the SalesGo app.
  • With the reminder feature , you wont miss a single meeting with your prospect .
  • SalesGo calendar syncs up with other devices and consolidates all your upcoming events under a single timeline .
  • Share your Calendar with a colleague or your manager if required.
  • Running late ? No problem . Just call your client from the Calendar app to update or to reschedule.
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IT Services

  • Integrate sales, service, marketing, and IT with a single view of the customer across the organisation.
  • Delight customers with apps they love.
  • Build your whole business on the Customer Success Platform.
  • Simple , easy to use , drag and drop interface lets every developer build mobile apps within hours !

Marketing Services

  • Guide customers from awareness to advocacy. Reach out to potential leads and nurture them into hot leads through our B2B services platform.
  • Make your marketing team smarter and more productive. Manage multiple marketing campaigns all under a single app.
  • Connect across every channel, on any device. Observe your customers consumer behaviour across emails , apps , social media etc...

Marketing Services

  • Guide customers from awareness to advocacy. Reach out to potential leads and nurture them into hot leads through our B2B services platform.
  • Make your marketing team smarter and more productive. Manage multiple marketing campaigns all under a single app.
  • Connect across every channel, on any device. Observe your customers consumer behaviour across emails , apps , social media etc.
  • Engage customers with one integrated platform to unify sales, service and marketing.
  • Personalise your marketing communication
  • Make smarter decisions based on marketing data observed from multiple sources such as emails , sms and digital marketing.
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Billing and Invoicing services

  • Automate your CPQ (configure, price, quote) and billing processes with SalesGo
  • Sales rep are now empowered to customise the quote based on customer requirements with an opportunity to upsell and cross-sell.
  • Get consistent pricing, discounts — and approvals as and when you need them .
  • Create faster, cleaner and error-free proposals and contracts – everytime.
  • Streamline billing and revenue recognition...

Billing and Invoicing services

  • Automate your CPQ (configure, price, quote) and billing processes with SalesGo
  • Sales rep are now empowered to customise the quote based on customer requirements with an opportunity to upsell and cross-sell.
  • Get consistent pricing, discounts — and approvals as and when you need them .
  • Create faster, cleaner and error-free proposals and contracts – everytime.
  • Streamline billing and revenue recognition
  • Just click your bills, mention purpose and comment and submit on the go. Your field force can save their time in preparing expense approved, forwarding to the finance team etc.
  • Go Paperless: Manage your digital receipts online in your own personal receipts store. You can store receipts and allocate them to claims at a later date.
  • Simplify Approval Process: Make life easy with instant approvals and reminders for pending expense reports.
  • Customise & Configure: Configured to meet the specific needs of your company set-up. SalesGo can be configured around your expenses approval process and has your company expenses policy built in for reinforcement.
  • Approve expenses on the go in realtime. Manage, track and monitor expenses from wherever you are with seamless control across tablet and smartphone devices.
  • Expense reports the easy way. Automate travel and business expense reporting, streamline approvals, gain visibility and take control.
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Lead Generation

  • Start with your hottest leads first . SalesGo not just generates new prospects , but sorts them under the right categories so you can start with the best opportunities first .
  • Need to share a quote asap ? No problem . With SalesGo , you can automatically populate a quote with relevant customer data, generate a PDF from an approved template, and email it to customers directly in just a few clicks...

Lead Generation

  • Start with your hottest leads first . SalesGo not just generates new prospects , but sorts them under the right categories so you can start with the best opportunities first .
  • Need to share a quote asap ? No problem . With SalesGo , you can automatically populate a quote with relevant customer data, generate a PDF from an approved template, and email it to customers directly in just a few clicks.
  • Streamline the sales process. Your CRM solution should map to your sales management and business processes, not the other way around. You can customise our app to reflect your sales and forecasting stages so you can drive process, productivity, and consistency the way you want.
  • With all your opportunities managed in one place , you will no longer have to worry about missing an opportunity .
  • Provide guidance and support - Deals happen fast. Keep your team informed with real-time updates using the SalesGo mobile app. Update your deal status, pull in teammates for help, and get that deal closing tip — all from your mobile device.
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Reports and Dashboards

  • Now don't depend on IT to know your teams performance on the field , SalesGo’s analytics software keeps you updated with customised sales forecasting reports that you can build with ease. Just drag and drop the fields and filters you require and get an immediate real-time view.
  • Prepare charts and observe trends to ensure your team is on the right track...

Reports and Dashboards

  • Now don't depend on IT to know your teams performance on the field , SalesGo’s analytics software keeps you updated with customised sales forecasting reports that you can build with ease. Just drag and drop the fields and filters you require and get an immediate real-time view.
  • Prepare charts and observe trends to ensure your team is on the right track.
  • Make critical decisions from anywhere. Use the sales and customer analytics software within our mobile app to help you check on your key business metrics from anywhere. Now you can focus only on what really matters.
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Field Force Solution

  • Automate teams workflow from anywhere.
  • Track their daily attendance and their location real-time.
  • Managers have access to teams Calender , so they are aware of upcoming client meetings .
  • Get to know real-time updates of sales persons meetings.
  • Get insights about the market from all the various data being captured. SalesGo‘s field force solution has some powerful data analysis capability so that you get everything with a mouse click.
  • Our field force solution has the capability to create promotional schemes and make it visible in the app when the sales person is visiting the retailer.

Claim Administration

  • With the help of SalesGo’s Claim Management app , you can effectively collect , store and process all claim forms and documents , all from a single location.
  • Perform audits and quality checks on approved claims .
  • Applicable to healthcare organizations of all sizes , our app ensures increased revenue, accelerated cash flow, and reduced costs associated with managing insurance claims and patient payments.
  • Manages end to end of claims management , including patient eligibility verification, remittance and denial management, appeals, and posting, reporting and analysis; and patient payment collections at and near the time of service.

Site Administration

Manage all the activities remotely with the help of a single app .

SalesGo Site Administration app features cover :

  • Manage your products
  • Load and edit program parameters
  • Modify approval processes
  • Manage/reassign users
  • Modify email notifications
  • Add, roll-off, and expire funds
  • Maintain partners and related organizational hierarchies

Exchange & Return Workflow

  • Need to exchange a product with a customer ? No problem . Just raise an exchange ticket on the app , complete the necessary approval process , fix up a collection date with the customer and exchange the product.
  • Use the SalesGo‘s app to refund using store credit so the customer can use credit to buy new items from the Store.
  • The app can be customized to track specific SKUs that are commonly exchanged to gather data points and report items that have quality concerns.
  • The app can also be customized to provide customers to schedule the pickup as per their convenience.

Customer Surveys and Feedback

  • Collect Data Anywhere, Anytime with our Mobile Form . Use mobile forms app to conduct field research, inspection forms or questionnaires & capture data through iPads, iPhones, Android tablets & smartphones.
  • Gather feedback from your customers on the product and sales experience that will help improve the sales process .
  • Identify areas of opportunities and incorporate them before your competitors do. Evaluate customer's opinion if it is favorable, unfavorable or neutral...

Customer Surveys and Feedback

  • Collect Data Anywhere, Anytime with our Mobile Form . Use mobile forms app to conduct field research, inspection forms or questionnaires & capture data through iPads, iPhones, Android tablets & smartphones.
  • Gather feedback from your customers on the product and sales experience that will help improve the sales process .
  • Identify areas of opportunities and incorporate them before your competitors do. Evaluate customer's opinion if it is favorable, unfavorable or neutral.
  • Customize queries based on previous response by conditional branching .
  • Ability to capture data even when offline . Data is saved on the device and sent back to server upon acquiring data connectivity.
  • Validation of all input fields, numbers, and email addresses ensure accurate data.
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Store Auditing

  • Store audit software solutions provide team leaders with an opportunity to receive instant reports and manage operational priorities in real time. Adopting store audit software provides automating store data collection using mobile devices, minimizing mistakes and avoiding awkward data re-entry.
  • It allows field operations managers to oversee all stages of the store audit, field merchandising and field sales processes, from assigning territories and scheduling visits/tasks to immediately retrieving results through SalesGo online dashboard and reports.

Visit Management

  • Digitize your Reception or Lobby with SalesGo’s Visit Management module. Visit Management app is a simple yet effective tool to track the visitors at the building thus enhancing security. It also provides features such as host notification , multi-location visitor and staff check in , Admin dashboard , Roll Call , Visit history search etc. It replaces paper log books and disconnected systems-collecting, storing, and distributing real-time operational data ...

Visit Management

  • Digitize your Reception or Lobby with SalesGo’s Visit Management module. Visit Management app is a simple yet effective tool to track the visitors at the building thus enhancing security. It also provides features such as host notification , multi-location visitor and staff check in , Admin dashboard , Roll Call , Visit history search etc. It replaces paper log books and disconnected systems-collecting, storing, and distributing real-time operational data .
  • An app-based visitor management software program for gated communities making access control management easier for security staff , ensuring they are properly authenticated.
  • Track the details every visitor to your Store , because who knows , he may turn out to be your customer after all .
  • Store relevant information and recall it on the go . Use data to understand market size and demographics .
  • It works as a complete premises management solution for all businesses like Government, Factories, Schools, Hospitals, Corporate Parks, Residential Apartments etc . Automating visitor management also helps reducing your carbon foot print and go green by completely eliminating the need for log books and manual transactions.
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Knowledge Base

  • With the widespread adoption on mobile learning, the usage of mobile apps for learning is on an increase and for good reasons. It helps you to create , organize and share content easily with agents on the field , customers or the public . It also works as an excellent FAQ resource center.
  • Let’s help build out an app-based knowledge center without worrying too much about the details. It comes with different access and security levels : only “View “ , “ Edit “ or “Both “. This makes content restricted to certain groups...

Knowledge Base

  • With the widespread adoption on mobile learning, the usage of mobile apps for learning is on an increase and for good reasons. It helps you to create , organize and share content easily with agents on the field , customers or the public . It also works as an excellent FAQ resource center.
  • Let’s help build out an app-based knowledge center without worrying too much about the details. It comes with different access and security levels : only “View “ , “ Edit “ or “Both “. This makes content restricted to certain groups .
  • Know what users are looking for and whether they're finding the right answers with built-in reports. These insights expose gaps in the content and help identify areas where new knowledge base articles can be created. Understand how your knowledge base content evolves over time. Get a list of events, so you can always be up to date with the latest changes, preserving the integrity of your content.
  • A strong knowledge base accessible to the right users will drastically reduce the no: of support calls and tickets raised for enquires alone, leaving your staff better equipped to handle more important work.
  • And because it’s always available, customers and agents can serve themselves with the right information at the right time.
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Daily Sales Report(DSR)

  • Sound financial tracking begins with the accurate recording of sales. The Daily Sales Report (DSR) is the core tracking element for controlling cash, measuring cost vs. sales performance, and forecasting future sales.
  • Gaining the maximum effectiveness from your DSR entails the first step to be accurately capturing the sales/ revenue data as it happens...

Daily Sales Report(DSR)

  • Sound financial tracking begins with the accurate recording of sales. The Daily Sales Report (DSR) is the core tracking element for controlling cash, measuring cost vs. sales performance, and forecasting future sales.
  • Gaining the maximum effectiveness from your DSR entails the first step to be accurately capturing the sales/ revenue data as it happens.
  • By using a mobile based app , it completely bypasses the need for periodically logging the data over an excel file or Log book.
  • SalesGo DSR has been designed as an online database with a built-in reporting tool, enabling operators to report on a range of dates rather than the limited reports found in spreadsheets. The W-T-D Sales Report provides a snapshot of the cash balancing totals for a given week.
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Channel Loyalty Program

  • The needs of your businesses and clients you serve vary widely, but one thing holds true for the majority of companies, the purchase choices your retailers make aren’t tied to an emotional investment in your brand. You need a strategy to keep your brand at the top of mind and stay connected with your retailers. Our retailer loyalty programs offer the customization and flexibility to fit your company's goals and needs...

Channel Loyalty Program

  • The needs of your businesses and clients you serve vary widely, but one thing holds true for the majority of companies, the purchase choices your retailers make aren’t tied to an emotional investment in your brand. You need a strategy to keep your brand at the top of mind and stay connected with your retailers. Our retailer loyalty programs offer the customization and flexibility to fit your company's goals and needs.
  • Node Channel Loyalty is a cloud-based loyalty marketing & incentive automation app. With Node Channel Loyalty, mid-size to enterprise level companies engage & stay connected with channel partners, Distributors, retailers and B2B customers to drive more sales and to create brand advocacy.
  • What makes Node Loyalty different is its personalized partner platform, gamification utilities, customer and campaign segmentation, SMS and Email marketing automation tools and built-in rewards catalog. Your partner for digital rewards and incentives that drive business results. All this managed end to end by Node.
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Team Collaboration

"A team that works together , wins together"

  • Imagine the possibilities of sharing sales tips , files and other documents to your peer who just may be able to close that sale .
  • Pass on leads to your peers who may be able to grab the deal.
  • Form discussion groups and chat forums where best sales practices are shared. Find historical messages and content quickly and easily...

Team Collaboration

"A team that works together , wins together"

  • Imagine the possibilities of sharing sales tips , files and other documents to your peer who just may be able to close that sale .
  • Pass on leads to your peers who may be able to grab the deal.
  • Form discussion groups and chat forums where best sales practices are shared. Find historical messages and content quickly and easily.
  • Having all of your work in one digital place ensures that you can work from anywhere , anytime.
  • Set User Permissions: Manage members, assign admin rights and invite external partners to collaborate.
  • Task Management : Create, Assign & Track Tasks: Turn Tasks into Notes upon completion for future referral.
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Customer Service Platform

  • Customer Service Agents have access to knowledge base and tools within their finger tips – all from one console , enabling them to solve issues faster.
  • Not just customer services , but customer success platform that goes above and beyond to delight your customers.
  • Provide faster, more intelligent self-service – Customers can check out solutions online on their own terms and timeline.
  • Get insight to customer behaviour and predict future needs. Drive service productivity from the call center to the field.