Manage all your company’s relationships and interactions with customers and potential customers to improve your business relationships. Stay connected to customers, streamline processes, and improve profitability of your business.
We have given general idea for the application, fields can be changes as per client’s requirement with the same features.
Manage regions in which your business is providing services. Assign regional manager to region who will manage states and services in that region.
Manage locations under regions. Assign state manager to state who will manage branches and services in that state.
Manage branches under locations. Assign branch manager to branch who will manage users of and users in respective branches
Add User with User Designation (CEO, MD, Regional Manager, State Manager, Branch Manager, Salesperson).
Maximum discount amount for approval per service. (Except Salesperson and CEO).
Monthly Target Assignment for Salesperson per service.
Select Branch of User (For Branch Manager and Salesperson).
Manage N number of services and sub services.
CEO will have rights to approve any amount of discount for all regions, states, branches, and segments.
If user designation is MD, select segment. As per assigned segment, MD can only see and approve sales of that segment only.
As salesperson will select service and service will have assigned segment, application will be able to fetch sales from assigned segment only.
If user designation is Regional Manager, select region. As per assigned region, Regional Manager can only see and approve sales of that region only.
As Salesperson will have branch, branch will have state and state will have region assigned, application will be able to fetch sales from that region only.
If user designation is State Manager, select state. As per assigned state, State Manager can only see and approve sales of that state only.
As Salesperson will have branch and branch will have state assigned, application will be able to fetch sales from that state only.
If user designation is Branch Manager, Select Branch. As per assigned branch, Branch Manager can only see and approve sales of that branch only.
As salesperson will have branch assigned, application will be able to fetch sales from that branch only.
If user designation is Salesperson, Select Branch.
Salesperson can see own sales only.
MD: Select Segment, Max Discount/offers Approval Amount
Regional Manager: Select Region, Max Discount /offers Approval Amount
State Manager: Select State, Max Discount /offers Approval Amount
Branch Manager: Select Branch, Max Discount /offers Approval Amount
Salesperson: Select Branch, Monthly Target per Service
Note: Cutomisation can be done as per industry and client’s requirement, Call or Contact us.