Salesforce Automation

Erpisto Sales Force management software let your sales force, executives and management enjoy the functions like lead generation, sales pipeline analysis, competitor analysis, real time sales forecasting and many other useful metrics. All these functions give your business an opportunity to focus on customer life cycle which certainly increase the sales revenue.

Salesforce Automation

Erpisto CRM has salesforce management modules including Leads, Accounts and Contacts. It gives you an opportunity to track the business opportunities and close more deals in less time. You also have the option to identify the bottlenecks in the sales processes which helps in effectively utilizing existing customer data for cross and up selling opportunities.

Advantages of Erpisto CRM

Erpisto CRM system comes with the efficient integrated applications to cover marketing automation, sales-force automation, case management and eCommerce solutions. Erpisto Customer Relationship Management offers following benefits:

  • Improvement in responsiveness to drive increase in the customer retention
  • Marketing and messaging activities automation
  • New customers reach while retaining existing customer communities
  • Delivery of tailor made customer experiences
  • Business collaboration at cross functional basis to increase customer service levels
  • Campaigns creation and execution in less time
  • Campaigns management with less number of employees
  • Increased visibility through the call center performance

Asset Management

Hedge Funds & Endowments

Campaign Management

Advanced Management Capabilities


Telesales System with best Functionalities

Inventory Management

Powerful Inventory Management Solution

Real Time Reporting & Analytics

Monitor & Control Performance

Lead & Opportunity Management

A Revenue Generating Opportunity

Sales Pipeline Management

Lead Management & Deal Tracking

Sales Quotation Management

Automate Sales Management

Customer Services

Customer Relationship & Services

Contact Management

Manage Contacts & Track Tasks

Mobile CRM

A Complete CRM in Mobile

Industry Specific KPIs

Robust Monitoring

Stages in Erpisto CRM Lead Management Process

Different stages in Erpisto Sales Force Management process are as follows:

Leads represent the raw details about the individuals or representatives of organizations which may get collected from seminars, advertisements or different kinds of marketing campaigns.

Accounts are departments or companies with which you plan or have business dealings.

Contacts are people in an organization in order to communicate in pursuit of business opportunity.

Potentials are business deals with different people or companies that can generate the revenue for the organization.

Collaborate with the team members and follow the records which are most important and you can also keep track of the activities associated to them.

Document Library
Document Library helps you in managing all the business related documents in a single place and it will allow easy access and save up the storage space.

Activities let you create and associate tasks, events and calls along with information on the date, priority level, and time and notification parameters.

Why Erpisto?

Streamlined Operations

Erpisto is your one stop shop for your enterprise resource planning which assures workflow control and resources maximization by centralizing information from everyone and everywhere under a single pane of glass.

Adaptable Solution

Add Capabilities such as CRM or Business Analytics with a single click , extension to other solutions and apps beyond your ERP Software , built for your business and adaptable to your needs under Connected Cloud Platform.

Your Business Accelerated

Erpisto ‘s process automation , data collection accuracy , financial analytics and forecasting capabilities drive fact based business decision along with built in self service business intelligence to see and understand your data.

Revolutionize Business

See how people are solving their business challenges with ERPISTO

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