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Saleswah CRM- Features and functions follow. The campaigns are created by a process of designing an email template, then selecting a filtered list of contacts to email to and then emailing them. The purpose of the emails could be email newsletters, seminar invites etc.

Saleswah CRM is an enterprise class hosted software product that is constantly adding to its features and functions. Please visit us online at www.saleswah.com and follow our blog http://blog.saleswah.com where we will keep announcing new features and functions on a regular basis. By its very nature, this document is outdated almost as soon as it is published! Basic terms used in Saleswah: Accounts are organizations you sell to and Contacts are people that work there; people you need to meet, phone, email or otherwise engage to get business. Contacts in Saleswah are grouped under Accounts. Campaigns are marketing led engagements with contacts and accounts aimed at getting more leads for the sales people to Data subject to change without notice Š Anwesha CRM Pvt Ltd

Tasks are activities that you have scheduled and assigned to your sales people to perform related to some product and contact. Sales proposals are created and saved as draft for anyone to access, modify and send out saving time. Quotes, purchase order acknowledgements and invoices are selfexplanatory. A deal is an opportunity and Saleswah offers you the ability to track its progress through the stages, map the tasks and quotes associated with it and forecast a possible closure date and chances of a win. Saleswah users Saleswah allows various classes of users who have different roles in the organization. These users differ in terms of their access to functionality as well as their access to the part of the database. For a detailed description, please contact Saleswah Sales. Briefly, the roles are: 1. Sales: a) Sales Executive/ Account Owner b) Sales Manager

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Saleswah CRM- Features and functions 2. Marketing 3. Administrator (who can also double up as a manager) 4. Telesales/ Receptionist/ Sales coordinator

Contact Manager Add, update, delete contact records. Also upload your contact list from Excel or synch with Google Apps.

Saleswah customization Saleswah allows customization at the user admin level for various functions. You can pick your currency (ies), upload your logo, configure your email, upload product list etc. More customization? Talk to us and we will examine your particular need. Modules/ Features: We are listing all the features of Saleswah below this. Depending on the specific role of the user in the system, some roles may not be available.

Expect to spend a lot of time on this screen, as most customer facing activities like sending literature, sending a quote or proposal can be initiated here. As those activities are performed, they are automatically logged in Saleswah, under the same contact record.

Tasks related to a contact- can be seen under the Tasks tab Data subject to change without notice Š Anwesha CRM Pvt Ltd

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Saleswah CRM- Features and functions Account Manager See all the accounts in a list, sort, filter. You can merge duplicate accounts as well- which brings all the contacts and related activities together under the same new account record.

account record.

You can create an account record and then add contact records to it or create an account record in the process of creating a new contact record. Other information The contacts within the account and the comments about the account are stored in separate tabs, all information captured over time, by whoever has anything to contribute. You can sort, filter, delete and merge account records. Merging allows you to get rid of duplicate records at the same time, ensuring the contacts, deals, tasks etc of the merged records are kept associated with the same merged

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Accounts screen views: List, View details and modify, Contacts and comments tabs Accounts are very important in Saleswah’s scheme of things. All other records like leads, deals, contacts are aggregated and correlated at the account level. Accounts are the level at which responsibilities/ ownership is established- an account can only be assigned to a single account owner/ sales executive.

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Saleswah CRM- Features and functions Task manager Saleswah allows you to schedule a task for yourself or for anyone below you in the direct chain of command. You can add a comment and relate this task to a product. It is necessary to select the customer contact to whom the task is related. The task once created, is assigned to the account owner and he can update the task status, add comments and change the follow up date with full visibility to his supervisors. History of all tasks are maintained in the system. A dashboard shows you bird’s eye view of the pending tasks with all executives.

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Task view update screen

Open tasks by owner/ managers and type of task: Report

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Saleswah CRM- Features and functions Marketing campaign management and lead generation Saleswah has comprehensive campaign management capabilities. It can create campaigns such as newsletters, seminar invites and log the responses to the database automatically. So, you can invite contacts to a seminar on email and have an updated list of those who have registered for the seminar. More interestingly, all marketing campaign responses are stored and correlated with the other activity data in the database constantly – like literature mailing, seminar attendance, sales calls etc to judge when to send a automatic trigger to the sales executive regarding a possible opportunity to sell- or a “lead”. This is unique to Saleswah.

HTML newsletter – embedded with tracking codes and customization tags

Campaign responses and follow up: Responses from campaigns are available real-time. You can get a list of registered attendees in a seminar right in the campaign screen so that on the day of the seminar, you can mark the ones who attend present.

Automatic lead identification and triggering: A Saleswah special Data subject to change without notice © Anwesha CRM Pvt Ltd

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Saleswah CRM- Features and functions Saleswah differs from other platforms in being a complete platform for performing and logging all customer facing activities. Rarely do you need to leave Saleswah for performing any of the activities that Sales and Marketing folks need to perform.

forwarding note. With upto 3 attachments to every proposal possible. Quotations Do you need to send formal quotations, with taxes, discounts, delivery terms, payment terms and such? Use the inbuilt quotation builder and send out professional looking quotes such as these:

Saleswah adds to that experience. It trawls through the database sifting through all the activities, responses, attendances in events, requests for quotes etc and when it spots activities in an account converge around a product class, it triggers the account owner that there is a “lead” for him to follow. Sales Proposals You can create professional looking proposals for use in different sales situations for your sales people to modify and reuse. Especially useful for standardizing responses to preliminary inquiries, periodic responses to channel partners etc.

Quotes and Sales Proposals can lead to Purchase Orders and they sometimes need to be formally acknowledged on amended terms and conditions. This is why, Saleswah allows you to log a PO Acknowledgement directly from the platform as well and send to the customer.

This is also useful when you want to send your quotations with a Data subject to change without notice © Anwesha CRM Pvt Ltd

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Saleswah CRM- Features and functions Leads and deals

by the changes in the values of the constituent deals.

Leads can be created in the system, either automatically or by someone manually flagging a contact as a lead for the responsible sales executive to follow through. In either case, a lead is a sales intent captured at the preliminary stage. Leads need to be first thought worthy of being followed up by the sales executive, where he marks it as a deal. A deal is a qualified sales opportunity. The sales executive works on it and logs the names of the decision makers and their roles in the purchase process, stages of the deal- has the product (s) been discussed and do the decision makers like it, has the customer budget been identified, have the items been quoted for and if so, is the quote within the budget. The sales executive also makes two qualitative judgements: when will she forecast the order to come in and what are the chances of a win. The deal record contributes to the sales funnel which is always updated

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Sales deal record- log and update stages and forecast month and chance

Sales forecast report

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Saleswah CRM- Features and functions Now, synchronize with Google!

Mobile alerts

Keep your contacts synchronized.

Salient details of all tasks and leads created in Saleswah are automatically sent by SMS to the sales executive wherever she is in the world.

Now, you don’t need to worry about whether your contact data in Gmail is current or indeed, have to retype all the information you entered in Saleswah in Gmail. Intelligent Contact synchronization is just a click of a button away. To do this, you must have a Google Apps account (no, we do not support synchronizing with personal Gmail accounts, yet) and your role in Saleswah must be that of an Account Owner. And, effortlessly keep track of your Saleswah tasks in Google calendar too! Simply synchronize your tasks with GoogleTasks. As in Contacts synch, any changes you make to your tasks in Google will show up in the corresponding tasks in Saleswah and vice versa.

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Customization The following customizations can be done by the user. 1. Add logo 2. Currency: select master (default) currency and other currencies to use and the conversion factor from the master currency. 3. Add your own tasks to the system. 4. Upload your quotation terms and conditions 5. Modify and save as many custom templates for proposals and email newsletters as you want. If you need more customized changes specific to your requirements, please contact us. Saleswah! Anwesha CRM Pvt Ltd; A43 Sector 7, NOIDA 201301 www.saleswah.com +91 9990172233|+91 120 4202319|sales@saleswah.com |

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Datasheet of Saleswah CRM