The SalesRM Dashboard is a powerful tool that provides users with key stats and insights. It goes beyond basic metrics, offering features like customer counts, tour program statuses, DCR submissions, leave details, secondary sales info by month, quarter, year, product-specific order reports, and team hierarchy. With this information, sales teams can make smarter decisions, improve strategies, and drive business growth efficiently.

The Tour Program, integrated into the SalesRM system is for convenience, enabling users to organize and oversee work schedules. This includes planning visits, scheduling leaves, arranging meetings, and managing various activities. Users can generate, submit, and monitor their Tour Programs, typically requiring approval from their respective Manager.

The Daily Call Report (DCR) is a tool used by sales teams to record their daily activities when visiting customers, including customer visits, joint visits with team members, product orders placed, and promotional activities. For managers, DCRs provide insights into the daily operations of the sales team, allowing them to evaluate team productivity and strategize for future planning.

Expense Management in SalesRM simplifies the process for sales teams to handle expenses accrued during market visits and customer interactions. Sales representatives submit their monthly expenses, which are then approved by their managers before reimbursement. By managing expenses efficiently, SalesRM ensures that sales teams are adequately reimbursed, enabling them to conduct their essential market visits and customer engagements effectively.

SalesRM simplifies sales information management for companies by placing monthly data on secondary and primary sales, along with details about products nearing expiry. This data is important for companies to understand their sales performance and plan future strategies effectively. By comparing this information with relevant parameters, companies gain valuable insights into their market sales, helping them make informed decisions and optimize their business operations.

SalesRM makes it easy for companies to set monthly, quarterly, and yearly sales targets for their products. These targets can be set for each product and assigned by headquarters. By comparing these targets with actual sales, companies can assess team performance accurately. This simple and organized approach helps companies track progress, improve strategies, and boost sales effectively.

With SalesRM, companies can easily track expiration dates for pharmaceutical products. Sales teams input the expiry dates monthly and generate reports to stay updated on product status. This helps companies manage expiring goods efficiently, ensuring product quality and compliance.

With SalesRM, sales teams can easily request and get approval for leaves. They can apply for leave and wait for it to be approved by their seniors. The system also keeps track of leave details, showing who's on leave and how much leave they've taken, both for the year and ongoing. This makes managing leave straightforward and helps teams keep track of who's available for work.

Sales teams can easily manage their customers with SalesRM. They can add new customers and categorize them to prioritize visits. Keeping an updated list of active customers helps ensure they have the right information for daily reporting. This feature makes it simple for sales teams to organize and engage with their customers effectively.

Companies can easily manage public holidays for their employees. They can create and share a list of public holidays with the sales team each year. This feature allows management to approve and publish public holidays, ensuring everyone is informed about scheduled time off.

With SalesRM, the sales team can record their daily activities, helping the company gather important information. With various reports available, both managers and the sales team can use this data to plan and reach their targets. These reports cover different aspects like division and product sales, as well as detailed Daily Call Reports. Plus, reports can easily be exported to Excel for further analysis, giving flexibility in how the data is used.

Settings page allows companies to tailor the behavior of their application to their needs. SalesRM allows companies to set the company details. They can also adjust settings on Tour programs, Daily Call Reports (DCR), and Secondary sales. Additionally, they can set up how pages show up, like how many items are on each page, making it easier to find what they need easily and conveniently.