Features

Following list contains a representative set of features of xsalesOnline.

  • xsales Portal
  • Prospect analysis
  • Team Performance analysis
  • Target analysis
  • Referral Source analysis
  • Follow Up Calls
  • Quotation Management
  • Repository of Literature Management
  • Quotation Management
  • Quotation Templates
  • Quotation Repository
  • Quotation Status Monitoring

  • Leads Management
  • Sales Probability
  • Budget
  • User Status
  • Interest Level
  • Follow Up Calls
  • Objections
  • Contacts
  • Security
  • Proprietary Password Encryption
  • Display of information based on
  • individual log in
  • Team based management prohibits
  • cross team queries

  • Expense Management
  • Individual Expenses
  • Team Expenses
  • Expense Approval Systems
  • MS Office Integration
  • Integration with Word and Excel
  • Report delivery through emails
  • MS Outlook integration (coming soon)

  • Competitive Environment
  • Market Share
  • Bidding Activities
  • Competitive SWOT
  • Competitive Users
  • Reporting
  • Call history for a prospect
  • Executive Call Reports
  • Missed Call Lists
  • Expense Reports
  • Expenses Pending Approvals
  • Prospect Assignment
  • Sales Executives Assignment

  • Field Activities
  • Individual Sales Call Schedule
  • Missed Call Reporting
  • Field Call Reports
  • Sales Order Booking
  • Optional Email Subscription
  • Missed call reporting through email
  • Morning emails with follow up calls
  • Emails with Team Follow Up Calls
  • Report delivery through emails
  • Escalation of Missed Calls through command hierarchy

  • Sales Target
  • Product Target vs. Sales
  • Account Target vs. Sales
  • Individual Target vs. Sales
  • Team Targets vs. Sales