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Grow sales

Grow sales by following up every enquiry.

Keep enquiries, follow-ups, quotations and orders in one process, so your team knows what to do next.

EnquiriesToday24
  • WhatsApp“Need 120 bearings”
  • WebsiteContact form
  • IndiaMARTEnquiry received
  • ExhibitionVisiting card
  • PhoneMissed call · 10:42
ENQ-1042NewFollow-up dueQuote sentOrder

Kamath Traders

Ball bearing 6204 · 120 nos

Value
₹2,40,000
Owner
Anil D.
Next action
Call · tomorrow
Quotation
QT-1042
Order
SO-1042
  1. New
  2. Follow-up due
  3. Quote sent
  4. Order

Follow-up impact calculator

How much sales value could be affected by follow-up gaps?

Enter a few numbers from your business. We’ll estimate the value of enquiries that may not be getting proper follow-up.

Your sales numbers

Change any figure and the estimate updates as you go.

  1. Include WhatsApp, website, IndiaMART, exhibitions, phone calls and salespeople.

  2. 12%
    1%100%

    Use your usual conversion rate. An approximate number is fine.

  3. Use the typical value of one confirmed order.

  4. 15%
    0%100%

    Think about enquiries where nobody follows up on time, the next action is not clear, or the enquiry gets forgotten.

How we calculate this
  1. We estimate how many enquiries may not get proper follow-up.
  2. We apply your normal conversion rate to those enquiries.
  3. We multiply the possible orders by your average order value.

This does not mean all of this sales value is definitely lost. It shows the value of enquiries that may be affected by follow-up gaps.

Where sales slow down

Where do sales follow-ups get missed?

The problem is often not getting enquiries. It is what happens between the enquiry and the order.

  1. Enquiry received

    Who will follow this enquiry?

    • WhatsApp message forwarded
    • Website enquiry sitting in email
    • Exhibition card still with salesperson
  2. Assigned

    When is the next follow-up?

    • Reminder in someone’s phone
    • Salesperson has to remember
    • Manager asks for an update
  3. Follow-up

    Is the information entered again?

    • Customer details copied
    • Requirement typed again
    • Price checked in another file
  4. Quotation

    Did anyone follow up after sending the quote?

    • Quote sent on WhatsApp
    • No reminder created
    • Customer reply gets missed
  5. Customer decision

    Can the same information continue into the order?

    • Customer details re-entered
    • Items typed again
    • Order status updated manually
  6. Order

Keep every enquiry moving.

When an enquiry comes in, give it an owner, record the next action and keep following it until it becomes an order or is closed.

Kamath Traders

Ball bearing 6204 · 120 nos

WhatsApp

  1. Enquiry receivedENQ-1042 · WhatsApp
  2. Assigned to AnilOwner recorded
  3. Follow-up tomorrowNext action set
  4. Quote QT-1042 sent₹2,40,000
  5. Follow-up dueThree days after the quote
  6. Customer confirmedReply recorded
  7. Order SO-1042Same details carried forward

Nothing has to depend on someone remembering what to do next.

What we can improve

Explore the sales areas we can improve.

Start with the part of the process that is costing you most. The rest connects to it later.

  1. Capture every enquiry

    Bring enquiries from different channels into one place, with the source and owner clearly recorded.

    Website + WhatsApp + Exhibition + PhoneEnquiries

  2. Keep every follow-up visible.

    See who has to call, message or follow up next — and when.

    NewContactedFollow-upQuote

  3. Turn enquiries into orders

    Carry customer and requirement details forward instead of typing the same information again.

    EnquiryQuotationOrder

One sales process

Your enquiries probably do not start in one place.

They may come from WhatsApp, your website, IndiaMART, exhibitions, phone calls, salespeople or referrals.

  • WhatsApp
  • Website
  • IndiaMART
  • Exhibition

One sales process

Source
WhatsApp
Owner
Anil D.
Next action
Call · tomorrow
Stage
Quote sent
Value
₹2,40,000
  • Phone
  • Sales representatives
  • Referrals

Sales manager view

Know what needs attention without asking everyone for an update.

See the enquiries and quotations that need action today.

  • 17Follow-ups due today
  • 11Quotes waiting for customer response
  • 6Enquiries with no next action
  • ₹18.4LOpen sales value

Needs action today

  • Sri Lakshmi StoresFollow-up overdueOwner
  • Kamath TradersQuote awaiting responseOwner
  • Nandi MotorsNo next actionNo owner yet
  • Vaibhav AgenciesCustomer confirmedOwner

Instead of asking “What happened to this enquiry?”, see what needs action and who owns it.

See the full process

Lead to Order

See how an enquiry moves from capture and follow-up through quotation and confirmed order.

  1. Lead
  2. Follow-up
  3. Quote
  4. Order

Start with sales. Connect the rest later.

Improve the sales process first. When you are ready, the same information can continue into orders, stock, invoicing and payments without being entered again.

See what missed follow-ups could be costing you.

Use your own sales numbers and get an instant estimate.