Welcome to

Presentationof

Features

Seagull-Sales : Standard & Premium

One Month Free Trial

You can try Seagull-Sales one month for free, to check its suitability . For this,

you need to create your account through this form. Your Username and Password

will be sent to your email address

Sign In – Entrance to Users

There are two sections of Seagull-Sales – (a) Admin, and (b) Employee. Both will use

this Login page for entry. After creating Account, Admin will login

and will create usernames & passwords for their employees.

Admin for overall control & Management of the Account, and Employees to use this

software for their work

First Page after Admin Sign in

This is the first page after sign in as Admin. This is for “Premium” Version of the Seagull-Sales module, as indicated at top left.

To the left side it shows all control buttons of Admin. Orange colour strip shows which tab/button you are in, presently.

You can define your Business Areas, Regions and Sub-regions (and sub-sub-regions, if available) – separately for Domestic markets and International Markets. All your further records and reports

will be classified based on these areas.

Quick view of function buttonsArea Master to create areas/regions with sub-regionsClassification Master to define customers’ business activitiesVisit Purpose Master to define various objectives for a customer visitProduct Master to add all products with their model namesEmployee Master to list all User Employees (sales force)Customer Master to list all customers with their address detailsPerson Master to add various persons of each customerEvent Master to add various important events of customers (like birthday)Holiday Master to list company Holidays for the yearTargets Master to show all targets of various regionsExpenses Master to define rules and systems for expensesEnquiry/Quotation Master to list all enquiries and quotationsDebtors Master to show all customers with outstanding paymentsShow Tour Plans will display tour/visit Plans by employeesShow Reports will show reports of employees (tour/visit reports)Email Senders List to define employees who will send emails to customersEmail Communications for sending standard pre-set emailsSend Quick Messages for short messages within the organisationUpload Documents for keeping important documents hereAttendance Register to see attendance of employees

See Further slides for more details

Customers Classification

You can define your customer types and customer activities separately, here. For example, your customers can be Actual

Users, Distributors/Agents, Consultants, Manufacturers, etc. And these customers will have various types of activities (like in case of

Manufacturers, it may be Motor Manufacturers, Pump Manufacturers, Switchboards Manufacturers etc. An Actual Users can have activities like Water Supply Department, Textile Industry,

Sugar Factory, Coal Mine, etc.

Visit Purpose & Events List

To send compliments and best wishes on occasions like birthday, marriage

anniversary, factory anniversary, etc. These can be created as master and then added to

respective company person. A message email can go to him on that day.

To facilitate quick reporting by field sales employee, we can add normal variants of various visit objectives. For example, in case of enquiry, it

can be, enquiry generation, enquiry finalisation etc..

Product Master

You can create your product master with Group Name, Product family name and Model Name, with brief description and price. This information will be useful in

future records and reports

Employee Master

You can create a record of all

employees including field sales persons, their managers at branch and office people who will

check their reports. You can assign rights to them like A or VA or E, can give them username password

and define their reporting levels.

Customer Master

You can create your customer Master either by uploading excel

file (as per given format) of addresses or add manually one

by one.For Excel file upload, please

ensure correct fields sequence and compulsory fields.

During manual entry, you do not have to add person’s names

here. There is a separate block for it.(see next slide)

Person Master

You can add persons here for each customer, which you have

entered manually.; There can be more than one person for a customer. You can also add

Events for a person here.

Targets & Order Booking

You can View Targets for each employee, area, products here. Employees submitting targets for approval will be

available here.You can also see Order Booking of various products, by different employees and for different selected periods.

Holidays and Leaves

You can declare holidays of your company for the year here –

either full day, half day, or multiple days. These will appear

on calendar for employees.

Rules for Travelling Expenses

You can define your travel expenses rules here with Expenses heads, Employees grades,

Areas & their cities Expenses Limits to Heads, and also advance given to employees

(Normally expense allowances are based on employee grades & areas)

Enquiries & Quotations

You can upload your Enquiries and Quotations here either through an Excel file or manually, one by one. If there is any enquiry for a new

product or a new customer (if those are not in the Masters), you can add those here. These will be available to regional sales employees

for further working

Outstanding Payments List

Pending Debtors list can be uploaded here with details like customer name, place, invoice date and amount. These will be

available to field sales employees for further actions.

Tour/Visit Plans & Reports

Field Sales Employees shall submit their tour/visit plans which can be seen here. As also, reports of their visits can be seen. Customer-wise developments

can also be seen here. Similarly a list can be seen of those customers that

are not visited even once.

Communications – Emails & Messages

Employees can send standard pre-set emails to customers. Also they can exchange quick messages within the organisation – with office as well as

with other colleagues

Other Features

(1) You can upload frequently required documents like catalogues, certificates which are useful for field sales team(2) You can get a monthly attendance report of sales persons based on their reporting.(3) You can set a new password here for security of your account.

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Employee/Sales Person login Page

Employee can log in with his username and password, either from desktop or laptop or from his android mobile phone.He will see the above screen with most commonly required options.

Visit/Tour Planning

Employee’s work starts with his visit planning. He can submit date-wise visit plans (can select more than one customer per day and then go to next date). If a particular day is a holiday or leave, he can indicate accordingly. He can also indicate estimated expenses of this tour plan and then submit it for approval by his seniors

Submit Visit Reports

Employee will submit his reports here. His date of report is auto-selected from previous report date and names of customers are displayed from tour plan. When he selects a customer, his details are displayed in the form. He can add new customer if it was not in plan. He can also add a customer here if he is not in customer master.

Customer Master

Employee will also have access to customers of his region. He can add any new customers or edit records of existing customers

Employee Home Page

Employee homepage will have more tabs which are seldom required and hence are not with mobile-compatible pages. Here on top right, he can see ‘Contacts’, any ‘New Messages’ and date.

Visit Plans for Review/Reference

Employee can view his weekly tour/visit plans – of current week and previous weeks

Employee Visit Reports & Leave

Employee can also submit his leave request online (and can receive approval online).

Employee can view his tour/visit reports of selected period.

Communications – Emails & Messages

Employees can send standard pre-set emails to customers. Also they can exchange quick messages within the organisation – with office as well as

with other colleagues

Targets & Order Booking Performance

Employee can see his targets as well as order booking with various options/filters.

Defining Order Booking Targets

Employee can submit his targets here. He will take help of two helps – first to download the table of targets in Excel file and then copy into it the ‘Products List’ from another table. He can view targets once uploaded

Debtors Master, Reference Documents

Employee can view list of outstanding payments here which is uploaded from his head office.

Employee can also use the documents like catalogues, literature, certificates etc. from here, for his use.

SummaryMasters

Area Master

Classification Master

Visits Purpose Master

Products Master

Employee Master

Customer Master

Customers Person Master

Events Master

Holiday Master

Expenses Master

Enquiry/Quotations

Debtors Master

Email Senders Master

Communications

Emails

Quick Messages