Application Overview
This application is based on the information provided for projects that are being Processed by Sales & Marketing, System Analysis and Lead Generation Dept.
Types of User
who can use the System
Hear from the experts and discuss the best technologies available in the market while you are at Cogito Software Solutions Limited. We offer you the best services within your budget with the use of latest technology such that your business prospers. “Your business is Ours too” is the only motto that drives us towards the success of the work we deal in. If you are still not convinced, here are few other checklists that might help you choose the service from our end:
- Administrator (C.E.O.)
- Users.
- a. Business Development Manager.
- b. Lead Generator.
- Vice President.
- a. Sr. Sales & Marketing.
- b. Jr. Sales & Marketing.
- c. System Analyst.
- d. Team Leader.
- e. Team User.
Login
An authorized person noted as Admin is regraded as the only way to access the Log In with the sales management system. There is a set of Log In ID and password that will help an individual to open the system module and sub modules for sales management team.
Dashboard
In SSMS (SALES MANAGEMENT SYSTEM) maintains two types of dashboards.
- 1. Dashboard.
- 2. Employee Dashboard.
Employee Dashboard
It gives Target (%), Goal Achieved (%), All Opportunities, New opportunities, Invoiced Amount, Collected Amount, Due Amount of users. The employee dashboard can be viewed by normal user as well as admin also. The Admin can see Target, Goal achieved, opportunities, due of any user on the basis of month-wise or year-wise, but the normal user who have logged in can see only his/her targets/goals etc.
Opportunity Dashboard
List of opportunity name, account name, account display id, opportunity amount of all the users. Here users can enter Notes for opportunity, can enter or modify new attachment and view the existing opportunities. User also can modify/view record as per requirement.
Path: Login - Transactions - Opportunity - Opportunity Dashboard
User Menu Permission
Path: Login - DashBoard - UserDetails
Add Designation
The Authorized users can enter Designation i.e. CEO, Vice President etc. They can also modify Designation.
User Menu Permission
Path: Login - DashBoard - UserDetails In User Details admin can assign menu permissions of each user. As per menu permission the user can access the respective pages in the system. Thereafter admin can set business target / lead target to the users. Default Designation is CEO (Admin) and no target can be assign to admin and he will be the root in the user hierarchy.
Account Details
All the Account Information can be enter, modify and display from dashboard for one Account. Admin can see all Account entered by users, but other users like Creator or Assigned User can see their records only.
Path: Login - Transactions - Account - Account Dashboard
Add Exchange Rate
Users can insert, update Exchange Rate from one Currency type to another type yearly.
Add Call Log
Users can Add, Modify the Type of Call Log like Call received from client ,Call to client, Urgent Call etc.
Add Lead Source
Users can Add, Modify the Lead Source.
Add Lead Status
Users can Add, Modify the Lead Status.
Add Bidding Site
Users can Add, Modify the Bidding Sites.
Add Industry
Users can Add, Modify the Industries.
Add Calender Title
Master Entry for different types of subjects like Conference Call, Discussion , Expo, Reminder, Meeting etc. Users can Add, Modify the Calender Title.
Transaction Entry
Path: Login - Transactions - Contact - Contact Dashboard
Contact Dashboard
List of contact name, email,contact no. of all the users. Here users can enter Notes for contacts, can set calender notes like when or where to for conference call, meeting, reminder etc. User also can modify record as per requirement.
Attachment
The user can Upload Files related to Opportunities entered.
Path: Login - Transactions - Opportunity - Opportunity Dashboard - Attachment
Contact Notes
The user can enter Notes related to Contact details entered.
Path: Login - Transactions - Contact - Contact Dashboard - Contact Notes
Contact Calender Notes
The user can enter Calender Notes related to Contact entered.
Path: Login - Transactions - Contact - Contact Dashboard - Calender Notes
Milestone Details
All the Milestone Information can be entered, modified and displayed from dashboard for one Milestone. Admin can see all Milestone entered by users, but other users like Creator or Assigned User can see their records only. Work-Order status, that is whether the work is already done or not is displayed in dashboard itself.
Path: Log In - Transactions - Milestone - Milestone Dashboard
Leads Details Entry
All the Lead Information can be entered, modified and displayed from dashboard for one Contact. Admin can see all leads entered by users, but other users like lead Creator or Assigned User can only see their own records. Also Admin can set the Lead Owner User and can change if required, but normal users cannot assign other users as Lead Owner they can only display or modify their records only.
Path: Log In - Transactions - Lead - Lead Dashboard - Add New Lead
Lead Notes
The user can enter Notes related to Leads entered.
Path: Login - Transactions - Lead - Lead Dashboard - Lead Notes
Lead Attachment
The user can Upload Files related to Leads entered.
Path: Login - Transactions - Lead - Lead Dashboard - Lead Attachment
Lead Calender Notes
The user can enter Calender Notes related to Leads entered, like any conference call, any reminder or any meeting etc.
Path: Login - Transactions - Lead - Lead Dashboard - Lead Calender Notes
Dashboard
The User Dashboard lists all the users name, email etc. The admin can add or remove the Page access permissions of a user also he can assign business target to the authorized users.
Opportunity Details Entry
All the Opportunity Information can be enter, modify and display from dashboard for one Opportunity. Admin can see all opportunities entered by users, but other users like Creator or Assigned User can see their records only. Also Admin can set the Owner User and can change if required., but normal users cannot assign other users as Owner they can only display, modify their records only.
Path: Login - Transactions - Opportunity - Opportunity Dashboard - Add New Opportunity
Contact Details Entry
Path: Login - Transactions - Contact - Contact Dashboard - Add New Contact All the Contact Information can be entered, modified and displayed from dashboard. Admin can see all contacts entered by users, but other users like Contact Creator or Assigned User can only see their own records. Also, Admin can set the Contact Owner User and can change if required, but normal users cannot assign other users as Contact Owner they can only display, modify/view their records.
Add Currency
The users can insert or modify the Currency Types like USD($), INR.(₹ ) etc. they can also list all the currency types.
Account Details Entry
Path: Login - Transactions - Account - Account Dashboard - Add New Account
Lead Dashboard
List of contact name, email,contact no. of all the users. Here users can enter Notes for contacts, can set calender notes like when or where to for conference call, meeting, reminder etc.User also can modify/view record as per requirement.
Path: Login - Transactions - Lead - Lead Dashboard
Milestone Details Entry
All the Milestone Information can be entered, modified and displayed from dashboard for one Milestone.
Path: Log In - Transactions - Milestone - Milestone Dashboard - Add New Milestone
Purchase Order
All the Purchase Order Information can be entered, modified and displayed from dashboard for each Purchase Order. PO Status i.e. Invoice already made from Purchase Order can be known by Purchase Order Status.
Path: Log In - Transactions - Purchase Order - Purchase Order Dashboard
Purchase Order Entry
After selecting an opportunity from the list the corresponding account name is displayed and Bill details or Client details as well as total milestone amount after tax deduction or discount adjustment will also be displayed.
Path: Log In - Transactions - Purchase Order - Purchase Order Dashboard - Add New Purchase Order.
Get In touch
If you need further information or you need to discuss with us about your project or business concept, why waiting? Email, call or send your requirement directly to us by fill up our enquiry form.
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