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CRM

CRM is an Enterprise application (sales management tool) used to synchronize the activities with the present and future customers and plan the growth of the organization in line with the Organizational GOAL. This is made to suite the ‘Value Added Reseller’ markets. It’s a great tool to keep your organization sales forecasting practical!

Following are the salient features:

  • It is used to organize and automate the company’s activities/processes to manage customer relationship.
  • It is used to synchronize sales, marketing, customer service and technical support processes of a company on one platform and to have real time information.
  • It will help everybody to be on same platform in understanding the status of an activity/process for a lead/opportunity and get suggestions/inputs from the stake holders.
  • Target definition/achievements are presented using industry standard graphs like Funnel and Bar graph for an individual or for a team.
  • Dashboard has an option to get the count of active leads, opportunities (that are ‘Best Can Do’ for the current quarter and year), Scheduled activities for lead/opportunities (for today/next day) and scheduled post-sale calls for today and next day.
  • Graphical representation using Funnel, bar, pie and line graphs are used to display the target definition, achievement, customer satisfaction, progress on the achievement against the Target and probable landing value.
  • Option to capture Customer address, location, website, turnover (year wise), Customer contacts, Current infrastructure (supported by EDST and the competitors).
  • Leads/opportunities for each corporate/customer and number of activities performed for a lead/opportunity.
  • ‘Special Bid Offer (SBO)’ to manage the opportunities having special prices provided by the Principles.
  • Indication to display that the planned activities are not performed on the defined dates.
  • Leads/Opportunities can be driven, to closure in favor of an organization by the stake holders who are associated in the form of ‘Owners’/’Heads’.
  • Target definition and achievement of an individual or team and also helps in monitoring the progress of the target achievement for an individual/team/division.
  • Individual can group their activities as ‘Customer Facing Activity’ and ‘Non-customer Facing Activity’.
  • Report to find the total time spent for a customer on both pre and post-sale activities.
  • Report to find the activities done by an employee for the required duration.
  • Report on number of calls to a customer based on employee, team, and region, quarter and Business year.
  • Generation of leads/opportunities can be measured against the marketing campaigns.
  • Order processing steps like order booking, processing and billing/rejection can be tracked/monitored.
  • Seamless integration of the transactions between Sales and order execution teams.
  • Access/visibility can be provided for region(s), city(ies) or even for a specific customer.

CUSTOMER MANAGEMENT

It is one of the important modules within the sales stream. Centralize organization and contact management to maintain a healthy sales funnel. It stores all the contacts & organization information that the sales process demands. All the data within CRM will be built around a customer. All the customers are grouped under respective corporate. This will enable one to analyse business across a corporate.

User has flexibility to check whether the required customer is in sales stream. If not, user can request for creating the same. Based on the request, a unique customer will be created under specific corporate within the system. This process will maintain the uniqueness in defining a customer.

LEAD MANAGEMENT

Create and assign leads to your respective sales team. It allows you to see all the leads and their current stages at a glance. Each person can add quick notes to their respective leads to get better at managing the sales cycle.

LEAD (PRESALE)

A lead is a contact who is interested to know more about the specific products/services. Usually leads are generated through marketing campaigns done by the marketing team or direct sales.

Application has provided an option to define the responsibility of a lead to individuals from the respective sales, technical and marketing departments. These team members/stake holders can capture their activities under the respective lead. A matured lead can be moved into an opportunity with all the pre-defined data so that it will be helpful for the sales team to take it forward.

OPPORTUNITY (PRESALE)

Once a lead reaches a matured state then it will be converted to an opportunity. This module helps the sales team to capture the customer interest in detail like different flavors of the product, quantity, value and the contact details of the customer. Like leads, even an opportunity will be owned by the individuals from sales, technical and marketing. In addition, there is also an option to define the heads (for each opportunity) so that they will be responsible for guiding the owners to work on the respective opportunity.

Opportunities can be grouped under different categories based on the chances of closure. Once the opportunity is closed as won, then all the related documents like purchase order, related final quote and the order acceptance from host can be uploaded for the backend team to work on it.

If it is lost, then the reason for the same will be captured. The details that are captured can be used for further analysis.

TECHNICAL SUPPORT (POSTSALE)

Issues related to the usage of the products/services by the customer can be captured and managed within this application. When a customer raises an issue about a product/service, the same will be captured in this system with a unique ID against that customer. Support/services rendered on such issues will be captured against respective IDs. We can also capture the customer satisfaction on the support/services rendered by the team.

Provided reports to that will display the customer satisfaction against different categories like division/location/region/city etc.

MARKETING MANAGEMENT

All campaigns/marketing events planned by the organization are captured in this module. All details pertaining to a specific campaign like products, budget, number of participants, date range, ROI, etc., can be captured against a specific event. Activities/tasks that are completed against specific events can also be captured under respective events.

Report to display the number of leads generated against each event can be generated.

TARGET DEFINITION and ACHIEVEMENT

Month-wise target (revenue goals) for each sales personnel can be defined and their progress can be tracked at regular intervals by their reporting manager which will give a clear overview of who will reach their target and who is lagging behind. Funnel report can be generated for each sales member (for both individual/team).

BOOKING/BILLING

All the processes/steps carried out during booking and billing of an order can be captured in this module.

Orders received need to be processed as per the organization requirement. After confirming to the requirement, such orders need to be placed on product/service provider. Such activity can happen as one time/continuous.  Interaction between order processing team and the field can be captured against each order.

REPORTS

Reports are available to find the order status at any moment of time. Comprehensive sales reports and charts show you the state of lead management by the sales team. By this graphical representation, we can use these numbers to understand which stage of the sales pipeline requires more attention and use those insights to smoothen your sales cycle.

Track all the stages of a sales pipeline from our sales dashboard, CRM makes it easy for you visualize the sales pipeline in entirety and see how efficiently leads trickle down the various stages of the sales funnel.

EASY TO USE

On-board new member quickly. Intuitive user interfaces with easy to use navigations. In-line video tutorials to get trained in no time.