MobileERP CRM : ESTIMATE / Tendering / Marketing Campaign / Salesmen
See how ESTIMATE works

Plan

Create New Inquiry

Do

Run Estimation Process

Check

Measure Estimating Perfo

Act

Improve Estimation


Plan
Do
Check
Act
ESTIMATE

Implementation work for ESTIMATE Managers

TEAM

Territorry

Marketing Network

Sales Executives

Incentives

TARGETS

Contacts

Customers

Accounts

Competitors

GOALS

Budget

Campaign

Sales Targets

Collection Targets

ACTIONS

Estimate Execution

Estimating Items

Estimate BOM

Estimate Service


Role: Salesmen1 / Year:2020 / Territorry: Assam

QUARTER1

Target: $42M

Budget: $5M

Campaign: $1M

Expenses: $1M

Balance Budget: $3M

Opportunity: $20M

LeadPipeline: $10M

Offers: $5M

Orders: $2M

Achievement: $2M

Collections: $1M

Incentive: $1k

QUARTER2

Target: $42M

Budget: $5M

Campaign: $1M

Expenses: $1M

Balance Budget: $3M

Opportunity: $29M

LeadPipeline: $11M

Offers: $5M

Orders: $2M

Achievement: $2M

Collections: $1M

Incentive: $1k

QUARTER3

Target: $42M

Budget: $5M

Campaign: $1M

Expenses: $1M

Balance Budget: $3M

Opportunity: $28M

LeadPipeline: $12M

Offers: $5M

Orders: $2M

Achievement: $2M

Collections: $1M

Incentive: $1k

QUARTER4

Target: $42M

Budget: $5M

Campaign: $1M

Expenses: $1M

Balance Budget: $3M

Opportunity: $22M

LeadPipeline: $14M

Offers: $5M

Orders: $2M

Achievement: $2M

Collections: $1M

Incentive: $1k


What We Offer

Simplify

1. Employee Work
2. Document Management
3. Management Reporting
4. Data Entry
5. Followups

Automate

1. Campaigns & Correspondance
2. Opportunity Generation
3. Lead Generation
4. Offer Preparation
5. Order Entry

Control

1. Costs
2. Employees
3. Collections
4. Process
5. Expenses

Eliminate

1. Duplicate Work
2. Rework
3. Repetitive Work
4. Travelling
5. Couriers