Sales management involves the administration team to supervise sales representatives, guide sales processes, crunch numbers, and execute sales strategies that enable you to reach your sales target & grow your revenue
Many sales personnels lose sales due to inefficient customer data management. Some leads are lost or forgotten without a proper system in place, causing companies to lose out a lot in potential sales revenues
Sales personnel are generally independent. More often than not, even their own superiors do not know their schedules. A lack of proper planning and resource management leads to unproductive team collaboration and communication
Management finds difficulty in accurately measuring the KPIs met for each sales personnel due to the lack of metrics and reports
Due to the industry’s innate mobility, it’s difficult to have an overview for all ongoing leads, potential projects, current projects, and total sales calculated. As a result of this, the management has a hard time keeping track of the total pipeline and total sales amount
Admins, team leaders, and management are able to manage hundreds of employees across numerous locations in real-time
Customer, asset information, and photos are readily available for access by the team anytime, anywhere
To ensure each team member is focused on their own responsibilities, we made it easy to set the access level of each team member
Keeps you updated on the status of the tasks that your team members are doing. You can stay updated anytime, anywhere
Digital quotations created within minutes with management's approval from the sales personnel’s own mobile device
Our real time simple check-in feature is fast and easy to use for sales personnel saving lots of time
Updates and issues can be highlighted and are brought to attention in real-time. The right person is notified instantly which enables the issue to be resolved as soon as possible
The system was built and designed with a user-friendly interface in mind. If you know how to use WhatsApp on your phone, you’ll know how to use Caction
We believe in going through the journey with you together. We will continue to roll out updates and new features to better support you in achieving business success
Individual sales personnel and sales teams are reminded of important meetings, follow-ups, and deadlines
Store up-to-date information about each individual customers that are accessible anytime, anywhere
They can be used for KPI measurement by individual, team, or company
Faster response time
Increased operational transparency
Better team work among team members
Better complaint resolution and customer service
Customer and asset information are neatly organized
Sensitive information can be controlled based on individual user access
Management can use various metrics & automated reports for business analysis & individual KPI measurements
Improved scheduling
Relevant members will be notified of matters that require their immediate attention
Reports produced from updating jobs can be used for discussions with customers or internal management
