Brilliant Offer Scalable Platform ‘Elegant CRM’ is for Sales Automation. Elegant CRM helps the organization right from lead Generation to Payment Recovery. Brilliant Sale Automation system streamlines and enhances the operations of your sales team. Sales Automation includes key activities needed by your sales team including Lead Management, Opportunity Management, Account & Contact Management, Sales Forecasting, Sales Analytic, and others.
Brilliant Solution automates the business tasks of sales, including order processing, contacts management, sharing information, inventory monitoring and control, order tracking, customer management, sales forecast analysis and employee performance evaluation. Sales performance and profitability gives you everything you need to sell smarter. Automation processes, free your people to concentrate on creating leads, closing deals and growing your customer relationships.

Sales Automation is an important CRM function that streamlines and enhances the operations of your sales team.
Sales Automation is a technique of using software to automate the business tasks of sales, including order processing, contact management, information sharing, inventory monitoring and control, order tracking, customer management, sales forecast analysis and employee performance evaluation. It drives sales performance and profitability by giving you everything you need to sell smarter. By automating your processes, it frees your people to concentrate on creating leads, closing deals and growing your customer relationships.

1.    Campaign

• Lead Database
• Campaign Planning
• Campaign

2.    Lead Management

• Management of leads. Creating & converting them into opportunities.
• Add multiple products to the leads.
• Advanced qualification of leads based on information captured in lead details.
• Converts leads into opportunities, quotations, orders & invoices with a single click.
• Creates fully customizable lead reports.
• Import leads from different campaigns.

3. Opportunity Management

• Management of sales opportunities in the sales cycle.
• Opportunities associated with activities tasks and other modules. Better visibility on the particular opportunity.
• Direct generation from Opportunities to Quotations, Orders and Invoices with a single click.
• Creation of fully customizable opportunity reports.

4.  Dashboard

• Customizable Dashboard
• Inbox & Task lists
• Export data to excel
• Drill Down for details
• Informed decision making.

5. Contact Management

• Efficiently record & Track lists
• Import Export leads with ease
• Assign and track activities
• Add documents
• View history of events
• Analytic and reporting
• Convert leads

6. Quotation

• Manage Proposals
• Link to inquiries
• Competitor analysis
• Amend Quotations
• Manage approvals
• Follow up alerts

7. Invoice

• Create invoice from quotation or order
• Book Payments
• Analytic & Reporting
• Schedule payment follow-up and send alert

Brilliant’s CRM supports following modules, they are as follows.