Built upon advanced CRM theory, Neusoft E-Sales 3.0 system is designed to provide services for sales persons and manage everyday work and information of the sales team. Meanwhile, it provides customer information and resources information for the sales departments.

Functions:

• For Salespersons
  
  - Potential Clients: Manage the basic information of potential clients.
  - Clients: Manage the information of existing clients, including basic information and contact data of clients.
  - Opportunity Management: Manage the basic information of sales opportunities, including contacts, partners, competitors, tasks, notes, and historical records.
  - Case Inquiry: Inquire about early cases, possibly including feedback from customers, existing problems, and detailed description of inquiries.
  - Expense Application: Apply expense for any sales opportunity, which is to be checked and approved by a superior sales supervisor.
  - Quotation Management: Make quotations of finished sales that may cover products of many other companies.
  - Quota Inquiry: Including sales index, contract refund, and contract refund details.



• For Sales Supervisor
  
  - Potential Clients Statistics: Implement statistics of potential client information with different methods.
  - Clients Statistics: Make statistics of client information with different methods.
  - Opportunity Management Statistics: Use various approaches to do statistics of sales opportunities.
  - Expense Auditing: Approve sales expense applied by sales.
  - Expense Statistics: To do statistics of sales expense by varied means.
  - Quota Management: Inquiry and distribute salesperson’s quota.