Deal Management

 

Customizable Deal Form and Task Management

Raptech's deal management system offers a customizable deal form that captures important information about potential deals, such as customer name, deal value, and more. With this information, businesses can easily track deal stage and value, giving them a clear picture of their sales pipeline. Additionally, the system includes task and meeting management features, enabling businesses to schedule follow-ups and track progress against the deal's lifecycle, streamlining the sales process and improving customer experience.

Prioritize Efforts and Focus on High-Value Deals

With Raptech's deal management system, businesses can track the source of the deal and its status, enabling them to prioritize efforts and focus on high-value deals. By providing real-time visibility into deal status and progress, Raptech's deal management system enables businesses to improve their overall sales efficiency and close deals more effectively.

Quote Management

 

Efficient Sales Quote Management with Raptech

Raptech's Sales Quote module provides small businesses with a comprehensive solution for managing sales quotes efficiently. The module allows businesses to easily convert estimates to quotation and customize quote templates to meet their specific needs. This ensures that businesses can quickly generate accurate quotes and provide customers with a professional, personalized experience. Additionally, the Sales Quote module includes conditional-based approvals and the ability to create and manage multiple price lists, making it easy for businesses to control and manage their pricing strategies. This enables businesses to offer customized pricing to different customers and ensure consistent and profitable pricing strategies.

Streamlining the Sales Process

The Sales Quote module also provides businesses with the ability to track the quote-to-closure process, including task and meeting management features. This ensures efficient and effective management of the sales pipeline, reducing the risk of leads falling through the cracks and improving the customer experience. With real-time visibility into the sales process, businesses can streamline their sales processes, ultimately leading to improved sales efficiency and increased revenue. With Raptech's Sales Quote module, small businesses can optimize their sales processes, improve customer experience, and increase their bottom line.

Customer Master Data

 

Centralized Location and Self-Service Portal

With our Customer module, businesses can store and access important customer information, such as addresses, contact details, and payment terms, all in one centralized location. This feature ensures easy access to customer information, enabling businesses to provide personalized service and improve communication. Additionally, our customer self-service portal allows customers to log in and check the status of their orders, reducing the need for customer support and improving customer experience.

Enhanced Customer Experience and Strong Relationships

Raptech's Customer module provides businesses with an effective way to enhance customer experience by providing personalized service and improving communication. With the ability to store and access customer information in one centralized location, businesses can easily build strong customer relationships and increase customer loyalty and repeat business.

Sales Order Management

 

Efficient Order Management with Raptech

Raptech's Sales Order module offers small businesses a comprehensive solution for managing their sales pipeline and improving order fulfillment. With features such as easy conversion of quotes to orders and management of customer PO details, businesses can streamline their sales process and reduce errors in the order fulfillment process.

Track and Manage Orders with Ease

With the ability to track order status and request deposits, Raptech's Sales Order module provides transparency to customers, reduces the need for customer support, and improves communication between businesses and their customers. Businesses can also generate proforma invoices, ensuring accurate and timely billing, reducing the risk of billing errors and disputes. With these features, businesses can manage their sales pipeline more efficiently, leading to increased customer satisfaction and better business performance.

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Sales Reports

 

Streamline Sales with Raptech's Sales Reporting Module

Efficient sales reporting is a critical aspect of any successful business. Raptech's Sales Reporting Module provides businesses with a comprehensive solution to analyze and track sales data. The module includes a range of customizable reporting options, including Lead Dashboard, Deal Dashboard, Sales Quotes, and Order Dashboard. These reports allow businesses to gain insight into their sales pipeline, track progress against sales goals, and identify areas for improvement.

In addition, our Sales Reporting Module offers a range of customizable reporting options, allowing businesses to generate detailed sales reports that meet their specific needs. This feature enables businesses to monitor sales performance, track trends over time, and identify areas for improvement. With real-time access to sales data, businesses can make data-driven decisions to improve their sales performance and overall business efficiency. With Raptech's Sales Reporting Module, businesses can streamline their sales process, improve customer satisfaction, and drive growth.