SalesMantra Features:

A. Lead Generation
When Every Lead Counts...
Sales Mantra gives you the opportunity to optimize your lead generation process by creating
genuine leads that have higher conversion Probability. By automating tasks, managing & categorizing
contacts (as per location, industry or source) and sending out regular product information to existing
and prospective customers, Sales Mantra makes the lead generation procedure highly focussed.
Contact management
Capture leads easily on Sales Mantra and store their contact information categorically (segment,
source or location wise). The information can also be categorized as per account managers or
executives for responsible account management.
Statistics That Count
Sales Mantra provides users with a comprehensive view of all the sales activities, along with
customer mapping to products or services to reveal preferences. Know where every prospect is in
the sales cycle, deal size, contact history, to help craft an effective message.
Remain Connected
Carry your success mantra wherever you go. With the Sales Mantra mobile app for Blackberry and
Android, sales representatives will have access to real time information on the go. So whether it is
customer information, quotation submission on the go or customer feedback, a sales representative
will be armed with just a phone.
Targeting the Right Segment
It is very important to reach out the right user audience. The contact classification features allows
business managers the freedom to focus on a particular target audience classified on the basis of
geography or business domain.
High Impact Emails
The success of any conversation largely depends on how it is started. Sales Mantra empowers the
lead generation representatives with personalized, high-impact email messages to prospects in large
numbers.
Send it Across the Network
Distribute information to a wide range of specific and potential customers at a very low cost. A user
can easily track the number of prospects who have viewed the message, have bounced back the
emails, or have un-subscribed. The additional ability to send bulk SMSs is an effective way to reach
out to potential and current customers.

B. Sales Force Automation

Automation at its Best...
Sales Mantra incorporates a comprehensive sales force automation tool that helps in increasing the
productivity and efficiency of the sales force with the use of real time information. It gives a 360
degree view of every prospective client complete with previous interests and preferences.
Set Your Targets
Managers can set targets for executives & products; based on which detailed performance MIS for
executives is updated online. Sales Mantra also provides an in-built mechanism to define targets for
the employee, region, product, as well as for the organization! The sales call tracking automatically
updates achievements against the targets and are available at a glance.
Keep Up With Appointments
Users can track tasks and activities, schedule meetings, assign tasks to other users, and maintain a
historical record of all activities (complete and pending) related to an opportunity. The pending tasks
& commitments remain available for sales follow-up with contact details & objectives.
Alerts & Reminders
The system generates alerts for various important tasks. It makes sure a team member is always
notified and kept in the loop so that no opportunity is missed. For example, the users can be alerted
when sales calls are closed or a feedback is given by a manager or when new prospects are
identified.
Central Depository
Sales Mantra has a central depository of sales documents that are commonly required by the sale
representatives. This ensures use of standardized documents across the organization and reduces
error at all levels. The central depository also maintains complete sales history even for closed calls
for any future reference, use, or action.
Improve with Smart Reports
Sales Mantra is equipped with a strong Management Information System and data-mining tools that
provide real-time information about your pipeline, progress to quota, key opportunity and account
activity, and representative performance. Some of these reports include Sales Calls Generated,
Neglected Calls, Sales Projections, Sales Funnel, Reports, Order Lost Reports and many more.
Data Backup
Keeping data secure and backed up is crucial for any organization. On Sales Mantra, the data is
mirrored online, backed up in tapes once every week. Customer may keep backup of data in CSV,
Excel, PostgreSQL & XML Formats for easy access.
Keeping Data Secure

In modern business data is one of the moost prized possessions.Sales Mantra has data security in
top priority and it provides with highly effective security checks at various levels to ensure data
protection from internal and external threats. The security essentially has been covered as follows:

Application employs an encrypted hypertext transmission protocol using secure socket layer
technology (https), besides providing tiered access to data.

The firewall perimeter defences include access routers, firewalls, switches and intrusion
monitoring tools at network level.

The server and session security includes operating system protection (hardened operating
system), application tampering monitoring tools, assurance and verification and server-level
intrusion monitoring tools.
Quotations
Drafting and sharing quotations is one of the most important and time consuming effort of the sales
cycle. Sales Mantra allows the sales team manage templates, edit quotes and send quotations at a
click.
Beat the Competition
To beat the competition every time, sales representatives need comparative information at hand.
Sales Mantra provides feature wise / price wise comparison, updatable as and when required. With
the mobile app feature, the sales force can remain up-to-date with current and relevant information
about the competition.
Time Management
Sales team can manage their time and efforts more effectively with all these features on Sales
Mantra. An effective reporting system allows a transparent access to management about individual
team member activities across a selected duration
Inventory Management
Over and under inventory is a business challenge which cannot be minutely scaled if we dont have
an instant access to order vs inventory status. Sales Mantra's inventory management module works
wonders as it provides detailed status on each finished goods item vis a vis orders in hand.
Sales Vs Collection
Timely revenue collection across materialised sales becomes a challenge and a bone of contention
between on ground sales team and accounts people. With Sales Mantra following up on your
debtors for bills receivables is made easier with detailed follow up reports on invoices and orders.

C. Project Management
Making Project Management Easy...
Small tasks make up a project and inefficiency in them leads to delay and loss. Sales Mantra
incorporates a number of features that helps project managers in making the overall process
effective, efficient and timely.
Task
Sales Mantra provides for an easy breakdown of the project into comprehensible task units. While
initializing the project, the manager can define tasks and allocate time for their completion. Also, the
project manager can keep regular track and vigil over these tasks to ensure that its timely
completion.
Activities
Once the tasks are defined, activities are used for a detailed breakdown of the project. The activities
help in smooth completion of the project by defining every minute work involved in the project. As a
result, a clear and well defined structure is developed that helps in minimizing the need of corrective
actions, thereby minimizing the additional costs. Users can define different stages in project like Civil
Work, Installation, and Commissioning & Training etc.
Efficient Customer Interaction
Let your customers see and remain updated about the progress of the project. They can get
information about the project and can contribute with their suggestions and inputs. The process is a
great way for customer interaction and helps in improving the whole customer experience.
Automate the Routine
Routine repeat jobs are important to the operation but consume both time and effort. Sales Mantra
allows users to automate the routine tasks and can get alerts for various tasks on different stages of
the project.
Approval/Decline Flow
The system facilitates a multi-level approval/decline procedure for the plans and other tasks
prepared by junior engineers. It gives a chance to senior managers to check whether the road map
prepared to complete a sub-activity will eventually result in the achievement of ultimate goal or not.
If needed, the changes can be made with easy functionality to align all the tasks. All the roles and
responsibilities are defined clearly with the help of this application, taking work load of an engineer
in prior consideration. Therefore, none of the personnel gets overloaded and the organization as a
whole maintains its productivity.
Actual Time vs. Budgeted Time
Time slippage is a challenge in efficient project management. System allows keeping a close tab on
the actual time taken versus budgeted time. It helps in efficiency evaluation for a task and overall

project at any given point of time. This flexibility lets the managers re-assess, plan and take
corrective action in time.

D. Service Management
Service Really Matters...
In the world of cut-throat competition, it is the services of a product that differentiates it from the
clutter. Sales Mantra helps you build a culture of service by inculcating various features that make
service management easy and effective.
Complaint Management
Complaints if left unattended or delayed in reponse, affects the brand value of an organization
negatively. Sales Mantra facilitates effective complaint management by allocating the complaints
categorically (as per the required skill sets & location). This leads to timely response of complaints
thereby reducing the turnaround time and minimizing the chances of repeat complaints. Customer
satisfaction raises many fold and the brand shines.
Advance Day Planner
Sales Mantra keeps a tab on a host of information like services due to customers, payment
realization, civil work inspection, follow up visits, preventive commitments made, relational calls etc.
that helps Service Engineer plan their day effectively. This planning saves time and effort on the part
of the team and organization.
Skill Level Assessment
Assess your team with this special functionality. The system throws out data about the number of
complaint handled by an engineer in a given time frame and the average time involved in the
resolution of the same. Highlights training and skill enhancement requirements of the service
engineer, resulting in skill set development and ensures employee retention.
Service Contracts
Sales Mantra provides data for all the service contracts and generates reports for AMC due, AMC not
renewed, and AMC received that can be categorized as per region, customer, employee, and
product.
AMC Performance
Check the AMC status in just a single click to save time. Sales Mantra also gives information about
the potential AMC from a particular region, particular branch etc. Saves time involved in deriving the
areas potential and setting targets for respective region, branch or service engineer. A single,
comprehensive report gives the areas potential for AMC thus enabling optimal target settings.
AMC Order vs. Cost

Real-time analysis and diagnostic capabilities for each region, branch and for each customer and its
product is available through Sales Mantra. This shows the analysis of AMC value received, the
number of days committed, days left to serve, number of complaints handled as of date and cost
incurred. This single report gives you a complete analysis on each AMC contract and lets you see its
profitability. The report indicates the actual service cost against AMC revenue thus creating a
rational ground for increase in AMC charges and also indicates areas of improvement enabling
reduction in service cost.
Spares Analysis
The report analyses the total number of spares changed in a given time with a break up for its
service condition (under warranty, under AMC or paid). It further bifurcates the spares for company
provided and open market. This report provides a view on whether the engineers are promoting
company provided spares or encouraging open market product.
Preventive Maintenance
Provides a regular update on tasks related to preventive maintenance and keeps a record of
commitment made, commitments pending under warranty, under AMC and other heads, etc. for a
particular period, region, branch, customer, or for a service engineer.

E. Sales Mantra on Mobile

Technology has made two significant changes in last decade. One - it has minimized location and
geography challenges and made the world a global village. Two - it has given the power to remain
connected with family, work and literally entire world while in transit.
Sales Mantra makes the most out of the positive changes and presented its clients with Android
applications. It empowers the team in transit to run the workplace in palms and stay connected with
business wherever you go. Major features of ease and effect are following

Ease to add or search new enquiries and fetch relevant information

Plan , Maintain and Update daily schedules and task

View , Resolve and Close the customer complaint while on move

Alerts and Reminders facilitates prompt response to sales calls

Features of Android Apps.

Search/Add Enquiry- Access to fetch information and add or search new enquiry

Plan & Follow - Keep posted on your planned schedule and update

Complaint Management:- Access and closure of complaints while on run

Alert and Reminders:- Quick response to sales call by getting important alerts & reminders.

Instant Allocation - No opportunity waits for allocation. Its instant!

Efficiency Booster - Non selling time wasted in travelling/waiting etc can be utilized
effectively.

Instant Reporting - Real time information share with the management.

Happy Notes Real time feedback with digital signature for service from Customer.

Automated Reports - No time wastage in writing reports separately.