How To Use

First you need to go to the user master section and create/enter the products you wish to sell. Alternately new products can also get created on the go when you create new call records. We recommend create name, products, designations, cities on the go as its much faster and saves busy sales time. (this comes with a small data integrity risk as wrong spellings may get inserted in the database)

In the master section for industry, you can create customer categories based on your industries. On the other hand the categories can simply be as new customers and regular customers.
You can create and maintain up to 4 or more industry customer lists and each list can accommodate 500 or more contacts.

Create Industry and enter your customer record (Video)

Getting Started. create your first new customer call record.

First go to call details section. You are provided with a Add (Blue) symbol to create a new contact row, just enter the organisation name, customer name, phone, designation and city and press + to save. The phone number is mandatory to create a contact row. Please see the pictures below
You can have one row for a uniquely named customer contact and organisation name, which should be enough as inside each contact row you can add more contact names. However, you also have the option to create multiple contact rows for the same organisation, say organisation ABC1 based in city 1 and the same organisation ABC2 based in city 2.

Managing Customer Call

All rows have an automatic counter to record the days that have passed since you made the last customer call. Additionally, you can also put in a date when you want to make the next customer call.
Subsequently once the data is entered in the contact rows created and you just happen to have spoken to your customer, and it’s a short conversation like ‘it’s been a busy week let’s talk in next week’. This is not a detailed conversation but you as a sales person have made a relationship touch with your customer. You can make quick use of provided done button which is the first button for the row, just press it and the days counter starts from zero again. It reminds you of when you last spoke to your customer even if it was a short call.

Introduction how to interpret and use Turant Sales (Video)

Saving Customer Details

You can enter more information within each row such as designation, ratings, customer type etc. This can be done by pressing + within a grey box towards the end of a row which opens a details form which has 4 parts, explained in the following.

Part 1 - Contacts details, all details associated with the new contact can be inserted here. We can add contact details such as address, chat, phone and email. In a busy sales environment, it is recommended to enter in contact row first and then edit/add-up in the contact details from inside. Initially we have 1 contact name and organisation name in the main call summary page, but we can add additional customer names inside, i.e. more customer names can be added inside to one organisation. Just that only the first contact in contact details section gets displayed on the contact row. Small business owners and retail users can use generic words like “other” or “shop” in organisation name. Turant sales is designed to support a single person business and also large enterprises.

Part 2 - Product details, you can add the products you are selling to the contact organisation. You can insert product name, units to be sold, value of each unit(s) and ratings or the probability of closure.

Part 3 - Contact type, You can add customer type via a drop down. This is for the primary contact only.

EC ( Economic buyer ) - The person who gives final approval to buy your product or service.
TB ( Technical buyer ) - A person who is a technical buyer & markets and sells product/services inside the organisation.
(S) Support - A person who ensures supportability.
(C) Coach - A person who has high credibility, supports your efforts, and offers ways to improve your position.
(A) Anti-Sponsor - A type of Key Player who has a high level of authority and influence and seeks to negate your efforts.

Part 4 - Call Summary, what transpired in your conversation with the customer can be fed into in the call summary by entering the conversation details in call summary text box. You can select your meeting type, if it was with one person or a group of people. You can select if your meeting was via a phone call, email, or chat or a physical meeting. You can view a summary of all the previous meeting details entered and also export them. You can set the next meeting dates and view logs of missed calls or logs of the number of times when your customer did not pick your calls. For a better understanding please have a look at the picture below.

Export & Import, users can take a backup of all their contacts and meeting details by making use of the export button. Export option is restricted for tenant users.
Users can also import contacts into the sales CRM buy making use of a pre-formatted CSV sheet.

Import your customer sales data (Video)

Import your customer sales data
Tips – How to clear appointment date, all created dates automatically clear 10 days after the date has passed. However, you can manually clear dates much earlier. Please refer to the picture below.

For enterprise customers we have built a multi tenancy feature. Where a manager can view call records for all sales persons under him. Contact us for more details.