Sales Management App is an enterprise sales operations and customer relationship management application that centralizes lead qualification, deal pipeline tracking, order fulfillment, and customer support logging on Joget DX 8 and Joget DX 9.

Commercial sales teams and revenue operations leads struggle to manage customer lifecycles across unlinked lead spreadsheets, disconnected quoting software, and manual order tracking forms. Unintegrated sales tools cause untracked lead handoffs, delayed quote approvals, unverified order discounts, and unassigned customer support issues across client accounts. Sales directors lack real-time visibility into monthly sales totals, employee performance metrics, and pending order fulfillment statuses.

Key Features

• Converts qualified lead profiles into master account entries, primary contact records, and active sales opportunities.
  
• Tracks sales pipelines through customizable deal stages with win probability forecasts, projected close values, competitor tracking, and win-loss analyses.
  
• Generates customer price quotes from product catalogs with pricing rules, discount approval workflows, version history controls, and order conversion buttons.
  
• Processes customer sales orders with itemized line items, retail prices, selling prices, calculated tax figures, and delivery date tracking.
  
• Delegates sales tasks with due dates, priority ratings, and relational links to target leads, client accounts, or active opportunities.
  
• Resolves post-sale customer support cases categorized by problem types, questions, and feature requests with assigned case owners.
  
• Renders real-time executive dashboards featuring KPI cards for monthly sales, pending quotes, active orders, product performance bar charts, and employee sales leaderboards.
  
• Exports sales order registers, customer lead directories, and task tracking logs into CSV, Excel, XML, and PDF formats.

Frequently Asked Questions

How does Sales Management App convert accepted quotes into sales orders?
Sales Management App includes automated order conversion workflows that transfer itemized line items, client account details, and approved discount structures directly from accepted quote forms into new sales orders.

Can sales administrators customize Sales Management App for specific industry requirements?
Sales Management App serves as an adaptable low-code template where developers can add custom fields for contract terms, modify approval stages, configure KPI metrics, and integrate external accounting or ERP software.

Which Joget platform versions support Sales Management App?
Sales Management App runs on Joget DX 8 and Joget DX 9, On-Premise and Cloud environments across Enterprise editions.