Product Tour
Auric Prospector is a CRM solution designed with the focus on integrating and bridging people and processes. The On-Demand customer management system empowers you with knowledge and insights to deliver the best of customer experiences. Auric’s web-based CRM software offers seamlessly innovative operations across marketing, sales, and customer service, accelerating your business solutions and transforming customer relationships for the better.
You can avail the small business software in the form of an Application Service Provider (ASP), i.e. the Prospector software is housed and maintained at Auric Technology on our computers. All you need to do is log in to enjoy Zero IT Costs.
- Pipeline Management
- Pipeline: A list of prospects with select description fields
- Stalled Prospects: Your early warning system that helps you identify prospects not progressing through the sales cycle as per your expectations.
- Sales Cycle Analysis: An analysis of prospect progress through the sales cycle to identify potential problems before they occur with a prospect.
- Lost Reasons Analysis: An extremely powerful report that lets you drill down to the causes of lost sales. The report will help you identify the root causes of lost sales by accumulating them by reason statistics, and then further breaking those categories down to take focused corrective actions.
- Pipeline Holes: Gives you a view of the future, bringing your attention to pipeline holes, while there is still time to address and correct them.
- Sales Date Reality Check: One of your data cleaning reports, helping you early to identify prospects that do not have realistic forecasts, given their sales-cycle position, forecasted contract, and ship dates.
- Won Sales Analysis: This report lets you track trends in your Won sales. It also gives a view on how your sales force performs on small $ vs. large $ prospects.
- Lost Sales Analysis: This report lets you track trends in your Lost sales. It also gives a view on how your sales force performs on small $ vs. large $ prospects.
- Won/Lost Sales Trend Analysis: This report lets you track trends in your Won to Lost sales ratio. It also gives a view on how your sales force performs on small $ vs. large $ prospects.
- Sales Staff Management
- User Performance: Lists performance metrics for each user over a specified period. The report will help you to identify your star performers as well as those who need additional attention.
- Individual User Performance: Lists performance metrics for each user by period. The report will help you to identify trends in your staff’s performance.
- Sales Forecasting
- Sales Forecast: This report gives an objective sales forecast, specified by period, based on the management’s sales-cycle win% estimates and the existing pipeline.
- Contribution Forecast: This report gives an objective contribution forecast, specified by period, based on the management’s sales-cycle win% estimates and the existing pipeline.
- Historical Win% Analysis: Calculates the win% for each sales-cycle step based on your company’s historical data. The report also provides a comparison between the calculated win%s and the management’s estimated win%s. Over time, as the amount of historical data increases, the accuracy of the calculated win%s will improve and the management should adjust their estimated win%s accordingly.
- Administrative Functions
- The innovative report setup screen will afford you the flexibility to define and segment your sales force automation reports, making it easy to identify and analyze the story behind the numbers. Each report may be run in 3 formats (summary, short and detailed), so that you can select the level of detail required.
- Determining resource availability
- Scheduling and allocating task orders
- Triggering real-time email notifications to task managers/employees
- Eliminating redundant processes
- Updating records
- Customizing fields and workflows
- Standardizing work processes
Auric Prospector is the solution that upgrades your organization – from keeping customers satisfied to making them loyal.
- Pipeline Management:
- Pipeline: A list of prospects with select description fields
- Stalled Prospects: Your early warning system that helps you identify prospects not progressing through the sales cycle as per your expectations.
- Sales Cycle Analysis: An analysis of prospect progress through the sales cycle to identify potential problems before they occur with a prospect.
- Lost Reasons Analysis: An extremely powerful report that lets you drill down to the causes of lost sales. The report will help you identify the root causes of lost sales by accumulating them by reason statistics, and then further breaking those categories down to take focused corrective actions.
- Pipeline Holes: Gives you a view of the future, bringing your attention to pipeline holes, while there is still time to address and correct them.
- Sales Date Reality Check: One of your data cleaning reports, helping you early to identify prospects that do not have realistic forecasts, given their sales-cycle position, forecasted contract, and ship dates.
- Won Sales Analysis: This report lets you track trends in your Won sales. It also gives a view on how your sales force performs on small $ vs. large $ prospects.
- Lost Sales Analysis: This report lets you track trends in your Lost sales. It also gives a view on how your sales force performs on small $ vs. large $ prospects.
- Won/Lost Sales Trend Analysis: This report lets you track trends in your Won to Lost sales ratio. It also gives a view on how your sales force performs on small $ vs. large $ prospects.
- Sales Staff Management:
- User Performance: Lists performance metrics for each user over a specified period. The report will help you to identify your star performers as well as those who need additional attention.
- Individual User Performance: Lists performance metrics for each user by period. The report will help you to identify trends in your staff’s performance.
- Sales Forecasting
- Sales Forecast: This report gives an objective sales forecast, specified by period, based on the management’s sales-cycle win% estimates and the existing pipeline.
- Contribution Forecast: This report gives an objective contribution forecast, specified by period, based on the management’s sales-cycle win% estimates and the existing pipeline.
- Historical Win% Analysis: Calculates the win% for each sales-cycle step based on your company’s historical data. The report also provides a comparison between the calculated win%s and the management’s estimated win%s. Over time, as the amount of historical data increases, the accuracy of the calculated win%s will improve and the management should adjust their estimated win%s accordingly.
- Administrative Functions
- The innovative report setup screen will afford you the flexibility to define and segment your sales force automation reports, making it easy to identify and analyze the story behind the numbers. Each report may be run in 3 formats (summary, short and detailed), so that you can select the level of detail required.
- Determining resource availability
- Scheduling and allocating task orders
- Triggering real-time email notifications to task managers/employees
- Eliminating redundant processes
- Updating records
- Customizing fields and workflows
- Standardizing work processes