INTRODUCTION

CRM has become an emerging practice in every business which has helped to recognize the value of customers and to capitalize on improved customer relations. More and more companies are adopting customer-centric strategies, programs, tools, and technologies for an efficient and effective Customer Relationship Management process and thereby achieving ‘Improved Customer Experience’, ‘Focused Marketing Efforts’, ‘Automated Analytic and Reporting’, ‘Better Coordination and Cooperation’, ‘More Administrative Support’ and so on.

Today’s tough competition is one of the main reasons why every business sets their goal of holding people’s trust to the business. Storing detailed information about each and every opportunity you are currently working on allows you to understand and accurately predict customers’ buying needs. As opportunities move through the sales cycle, your CRM will enable you to plan ahead. This becomes a strategy that many businesses have started considering CRM as one of the essential factors in their everyday business operations to explore more opportunities rather than losing them and tracking how you lost them.

Time

  • Automated | Simplified | Accurate | Efficient.
  • Track time spent on your tasks.
  • Define your billable and non-billable hours with the Time Tracking Add-on.
  • Quick Day, Week & Month views show how your teams are occupied and also tasks to be delivered during the day and week.

Resource Management

  • Know availability | Plan well | Deliver more | Utilize right.
  • Easy to implement Agile, Scrum, and more…
  • Effective Resource Accountability Management.
  • Find Variance between Planned and Actual effort.
  • Monitor Resource Key Performance Index (KPI).
  • Easy to monitor billable and Non-Billable resources.

Schedule Management

  • Clarity | Communication | Collaboration | Efficiency.
  • Easily prepare Work Break-Down Structure.
  • Easily assign tasks to multiple resources.
  • Clear task timeline and project schedule prevent unwanted delays and keep the teams in sync.
  • Resources will receive task due date alerts, and task dependencies allow them to reach out and help each other to avoid delays.

Work Flow Management

  • Monitor Project Flow | Execution Cycle | Get Desired Outcomes.
  • Customize Multiple task status process flows and Task completion %.
  • Write your logical status workflow and trigger your team to get quick updates on the current progress status of the task.

Executive Report And Dashboard

  • Insightful | Actionable | Decisive.
  • Track your key project metrics – budget, timelines, and resource utilization in real-time.
  • Quick overview of your project portfolio at a glance.
  • Strategic project insights for re-prioritization and reordering of your projects and tasks.
  • Task Status and Type-wise charts for thorough analysis and better task assignments.
  • All “Activities” feed & “To-Do List” allow you to drill down to a specific resource’s activity as well as “Upcoming & Overdue” tasks.

CRM FOR SALES

Maximize your productivity with a sales CRM platform that promotes best practices. Prioritize your sales pipeline with personalized dashboards and personal productivity tools. Increase win rates with rich customer insight and collaborative selling tools.

CRM-Sales Automation Highlights

  • Pipeline Management
  • Pipeline management is a primary factor in Sales success. Your Sales pipeline is the key to evaluate, manage and ultimately improve your Sales process – you can close more deals.

Sales Forecasting

  • Sales forecasting is the process of estimating future Sales. Accurate Sales forecasts enable companies to make informed business
  • decisions and predict short-term and long-term performance. Sales forecasting gives insight into how a company should manage its workforce, cash flow and resources.

MIS Reporting

MIS stands for management information system. Business managers at all levels of an organization, from assistant managers to executives, rely on reports generated from these systems to help them to track progress, evaluate their daily activities, identify problems that arise and make decisions.

Territory Management

Territory Management is a system by which customer accounts are grouped based on a defined set of criteria. This enables teams to target their territory in a much better manner and yield better results.

Account Management

Account management designates all the tools and strategies used by a company to build relationships with current and potential customers.

Opportunity Management

Opportunity can be a possibility of Sales of service or product and can result from a bid invitation, Sales deal or from a trade fair. Opportunity management is one of the integral part of CRM module and this allows you to control the Sales process.

CRM FOR MARKETING

  • Attract more prospects and create more opportunities with less effort. Use our CRM for marketing and understand your customers like never before through more relevant, timely outreach and more actionable insights. Optimize future marketing efforts by clearly capturing and
  • Understanding the return on your marketing spend.
  • CRM-Marketing Automation Highlights.
  • Campaign Management.
  • Campaign management implements public relations, product development, Sales to create, execute, monitor and measure marketing programs directed at target audiences. Campaign management involves developing the pricing as well as the Sales strategy to maximize profits.

E-mail Management

By integrating email with customer management practices, CRM software helps you get more out of your business from one spot. Fresh sale CRM integrates your email client into the CRM software allowing you to send and receive emails while managing all your customer information in one place.

Outbound Call Management

An outbound call is initiated from a call center agent to a customer on behalf of the call center or a client. Integrate outbound calls into any marketing campaign, setup target lists and follow-up calls. Typical outbound call includes telemarketing, Sales or fund-raising call, as well as calls for contact list updating and surveys or verification services.

Lead Management

Lead management bridges the gap between Marketing and Sales. It’s a customer acquisition process which identify the potential buyers (leads), educate them, engage with them. When the leads are considered qualified, it get passed from Marketing to Sales.

List Management

Create new target lists from selected criteria, re-use successful campaign lists and import mail-house lists.

MIS Reporting

MIS stands for management information system. Business managers at all levels of an organization from assistant managers to executives rely on reports generated from these systems to help them evaluate their business daily activities or problems that arise, to make decisions and to track progress.