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hello innovative thinkers in order for businesses to grow you have to convert leads into actual sales for that to happen you have to develop and manage leads while that might seem obvious the question is how can that be completed in an organized and Swift manner lucky for you we're here to help you out techno Veit CRM works as a personal lead manager and marketing automation tool for you it will capture your leads from all the sources like website social media b2b portals etc do Auto follow-ups and remind you for all your scheduled follow-ups so ultimately techno Veit CRM will increase your sales and even it will sell while you are sleeping it will also generate lots of reports to move your business to the next level so let's see how techno Veit CRM works let's start with how to import and manage your contacts so let's move to the techno Veit CRM homepage to access your existing contacts you can click on the contact app from here you can see all your contacts now if you want to create new contacts you can either create it manually or you can import it by excel sheet to save your time you can analyze your contacts in Kanban view as well as the list view you can search for any contact easily by the search bar you can filter or group by your contacts with many filters to classify your data if you have bulk data that is not your clients yet you can create a mailing list to create that you have to move to the email marketing app from here you can create your multiple mailing lists manually or by import now let's see how can you use your contacts or your data to generate the leads for that you can use our email marketing and SMS marketing app in email marketing you can create a campaign with it's an appropriate title now you have to select your target audience to receive your mail for that you have to select the source of your data like whether it comes from your contacts leads or from your email list you can again filter this data based on various parameters like state country or any other data now you can create your professional and attractive email template for that either select any ready-made template or created with our ready to use snippets by simply drag-and-drop and edit them and yep your campaign is ready to start now you can even schedule your campaign for a specific date and time to maximize its effects and you can even track your every campaign with reach bounce rate open rate and reply rate and you can also track how many leads are created and how much amount is invoiced from this campaign like the same way you can create and manage your SMS campaign also with all the same features so like this you can generate lots of leads from techno Veit CRM now we will see how to add leads manually if you get the leads by call-by-reference or by any other sources for that we will click on CRM application where each user is able to access his own opportunity pipeline with different stages of the opportunity which you can also customize as per your current sales cycle to create the lead we can move to lead where you can see all your leads in the ListView with more information and you can even customize your ListView now let's create a new lead by adding all the required information like his mail number internal Note priority tag source etc you can also assign leads to your salesperson if this lead is important for you you can convert it to the opportunity so it will be added to your pipeline and if the lead is not useful anymore you can archive it or mark as lost now let's see how to create leads automatically in techno Veit CRM from all your lead sources techno Veit CRM is already integrated with all the b2b portals like India Mart trade India etc and social media platforms like Facebook we can also integrate your website and your email with techno Veit CRM so whatever leads you get from your b2b portals website Facebook Google or by mail it will automatically be created in techno Veit CRM so it will save your lots of time and efforts and you can manage all your leads from a single platform technovic CRM will not only create the leads automatically but also assign it to your appropriate salesperson so he can start follow up as early as possible and it will also save your time to assign sales person manually for that you have to just set some logical filters while you create a sales team and sales person like I have said here that if leads come from India it will be assigned to Team India and if the state is good Jerrod it will be assigned to hardik Patel so like this you can set your own filter as per the structure of your team now let's see how my sales person will manage the follow ups of his leads for that he can open the lead and schedule his activity he wants to perform he is able to see all his planned activities from an activity view from here he can get to know his todays pending activities with yellow color future activities with green color and do activities with red color he can also get information like what activity he has planned and on which date like here we can see that Peter has planned a call for this laptop inquiry from mr. Rishi on 31st of May who's expected revenue is 50000 so now to perform this activity he can click on the activity and write his feedback like please send me a quote and from here he can log the activity or he can even schedule a new activity like email in the description sent quote and schedule the date like this a new activity to send a quote by mail is scheduled and the performed activity will be recorded in the history of this lead if the sales person wants to send mail he can directly send from the lead by simply clicking on the send message button writing down the details and can also attach the documents and send a mail he can even send SMS by just clicking on this SMS button writing down text and sent he can also log notes in each lead that will be also recorded in history he will also get a notification for his pending activities so like this techno Veit CRM will not allow your users to lose any follow-ups and he can easily plan his work so it will increase his productivity and lead conversion ratio and ultimately increase your sales as all the activities done by your sales person will be logged in the history of the lead before your sales person does the next activity he can go through all the completed activity with its response which helps him to effectively plan and do the next activity so he can close the deal he can change the stage of the lead as the lead progresses by just 2 click on the next stage or he can do the same from the opportunity pipeline by simply drag-and-drop for each lead the user has two endpoints to close this lead either he has to mark 1 or mark lost and on the loss of any lead the system will ask him for the reason to lose so it will generate a report for that and if you will improve your most frequent reason to lose your leads you can increase the sales conversion ratio from your existing leads only and decrease your sales generation cost techno Veit CRM will also do automatic follow-up of your leads for that let's go to the marketing automation app now you have to create a marketing automation campaign with leads as a target and the target is further filtered by the lead stage as new now create an activity to send the email of all the leads generated in the new stage and select the existing mail template or create your new designer email template you want to send so now when any lead will be created in the new stage the software will automatically send your follow-up mail now to set further follow-ups you can set multiple child mail to be sent based on the response of the email receiver like if he opened the mail send mail B and if he does not open the email send mail C and if he clicks on your product link you have added in your sent email send mail D so like the software will do continuous and smart follow-up of your leads based on the response and the interest shown by your email receiver so it will reduce your lots of tasks and it will even sail while you are sleeping now let's see how you can create and send quotations from techno Veit CRM to create the quotation first you have to create your product if not created you can see all your products from here and create new products by create button and add all the required details you can also create various price lists from here which you can set on customers so you can manage customer wise prices that will be auto filled by software now let's create the quote for our laptop inquiry which we have scheduled just now for that we will again go to the activity view click on the lead to open it and we can create a quotation from the lead itself for that click on the new quotation and fill out all the details like product quantity etc and rest all the details like payment terms price tax etc will be Auto filled as you have set in your product master we can directly send quote by mail in a single click it will send quotation by mail with the default mail template and quotation PDF as an attachment if we revise this quotation we can also manage all the revision history of each quotation you can see all your quotations from the quotation menu with its different stages like quotation order etc now if your customer has accepted your quote so you can convert your quotation into sales order in a single click through this confirm sale button and if not confirmed by the client you can cancel the quotation you can also manage delivery from your order to track how much is delivered from your each order now if you want to create an invoice for this client you can create it in a single click from the invoice button then click on create and view invoice it will create an invoice with all the details Auto filled and you can even send it to your client by mail as we have sent the quotation you can also receive payment in a single click to make this invoice paid so as you have seen you have entered data only in quotation creation after that all the activity is done in a single click until you receive your payment so it will save your lots of time and also avoid manual entry mistakes now let's see the analytics and reporting part techno Veit CRM has an individual dashboard for CRM and sales in the CRM dashboard it will show you your pending opportunity total leads salesperson wise opportunity when lose ratio stage wise and priority wise opportunity campaign wise leads etc you can export these reports and you can click on any report to see more details for that you can even create unlimited new reports in multiple views like tile bar horizontal bar line area PI etc you can select your period to analyze your sales performance for that period only like the same way you can analyze your sales reports from the sales dashboard where you can see your total quotation sales order top customers last five months sales top sales team top sold products etc and here also you can create many more unlimited reports from your data other than this each user can create his personalized dashboard based on his role in your business and based on his requirements so as you can see techno Veit CRM has unlimited attractive reports generation facility in multiple views and the best part is all these reports are live and generated automatically from your data so it will help you to analyze your sales and marketing from each and every corner and you can plan your next move based on this and also helps you to make the right decision at the right time to always remain at the top position in your market in techno Veit crm each of your users will like to work in this because it will make their task very easy and its attractive user interface will game of I his user experience and most of his tasks will be done by software itself and also remind him of his tasks on time each user can communicate with each other by discuss app they can send personal messages or create groups and send messages in groups like whatsapp and also shared documents they can even schedule meetings from the calendar or directly from any lead for that let's go to any lead open it and from this meeting button you can schedule your meeting by selecting your date and time with a meeting summary you can also add more details like attendees location and agenda for the meeting you can also schedule reminders before meeting so software will send reminder emails for these meetings to every attendees users can create notes by note app set different stages reminders etc for the notes - this was just an overview of technovic crm this is not the end of functionality and possibilities but this is just a beginning because technovic crm is not just a crm you can expand a software from CRM to erp by just adding after sales service project and task management purchase inventory account manufacturing and HR modules at any time to completely automate and transform your business with ease to know more about technovic crm and to get personalized consultancy on how techno Veit crm can be used in your business and how it can solve your current business problems schedule a free consultancy call with our business consultant and transform your business because with techno Veit crm sky is the limit to grow i wish you the best business and a wonderful life ahead and thanks a lot for your precious time with the hope that we will get a chance to help you to improve and automate your business and increase your profit with ease