Sales is one of the essential business processes for sustainability. Yet most salespeople spend their time doing non-sales activities like data entry, customer data management, and so on. Although there are quite a few sales automation platforms out there in the market, they only create silos within the organization. You see, sales need to be closely coupled with the finance team for a range of activities starting from invoice creation to payment management. Tally can be an ideal sales management tool for your business. By extending its capability to enable Tally on Mobile, you can empower your sales team to manage their sales activities on the go.

Let’s pause for a minute. You must be wondering how Tally, an accounting software, can help with sales automation. For starters, Tally isn’t simply an accounting tool, it is a comprehensive business management software that can help you across departments including accounting, inventory, payroll, and sales. Adding it with a business intelligence solution like ZikZuk Technologies’ Business Finance Manager (BFM) can give it superpowers.

In this blog post, we will discuss the benefits of using Tally for sales teams, and how access to Tally on mobile can be a game changer for businesses.

Tally for Sales

Tally has become a go-to business management tool over the years due to its simple workflow, and several use cases it presents. Specifically for the sales function, which is mostly on the field, pursuing prospects and striking deals, Tally can be a great asset. By integrating it with BFM, sales reps can access Tally on mobile and automate data entry, create purchase orders, and fulfil sales orders quickly. 

Let’s explore some of the key benefits of using Tally for sales.

Quickly and accurately track customer data

One major challenge that every sales team faces is the difficulty of managing customer information. While it is important to get as many leads or contacts as possible, it only adds to the complexity of monitoring them. With Tally, you might end up depending on your finance team. BFM app can end your struggle by giving you access to entire information in real time. With Tally on mobile, you can stay on top of your customer data,

create customer profiles, and track their status in your sales pipeline so that you can make informed decisions on how to engage them.

Automate sales processes

For any sales executive, it is imperative that they send out an invoice or purchase order as soon as the deal gets done. More often than not, a delay could undo your efforts, and further, the deal could slip through the cracks. You can avoid such instances through BFM’s mobile app which helps you access Tally data on mobile.

You can create sales orders on the fly, generate invoices and share it directly through email or WhatsApp – all from your mobile. This not just reduces delay, but minimizes errors, and frees you from manual admin tasks. Moreover, BFM allows you to update the financial status of the deal on the accounting software.

It offers other automation features as well:

• Automating backup of data at multiple locations
• Sending reminders to customers with just one click
• Generating eSignatures for faster invoice processing
• Attaching multiple files onto Tally
• Importing all the sales data automatically

Generate reports for better decision making

Having access to business intelligence through reports is essential for better decision-making. With Tally data on mobile through the BFM app, you can generate insight reports in real-time, gain actionable data, understand your sales pipeline, and get complete visibility in your cash flows.

Tally can generate multiple reports for you to give you insights like discounts offered, aging accounts volume, length of your sales cycle, and customer relationship status. With BFM, you can access all the reports on your mobile devices. 

Conclusion

Tally is a go-to business management software. However, it does have its shortcomings. For example, Tally software ties you to your desktop. This is a major roadblock for salespeople who need to be away from their desks to be effective. This is where the BFM app comes in. It helps you by bringing Tally on mobile devices so that you can get your data anytime and anywhere.

It not only automates your sales processes but also gives you the flexibility of making informed decisions on the go. So install BFM now and fire up your sales goals.