Salesforce Automation
With Sales Force Automation module, you can manage leads, contacts & focus effectively on important sales leads. Also opportunities can be tracked as per the order size & expected close date such that sales person can prioritize his schedule as needed. Sales forecasting is wonderful tool to forecast Monthly, Quarterly, And Yearly sales & appropriate targets can be given for the sales team. The Manager can track his team activities by generating team activity report & can verify the team progress in real time.
The calendar function is powerful tool to set events, tasks for self or for team members. Reminders can be set for follow up tasks and special reminders can be set for repeated tasks.
Key Features
- Manage leads ,contacts & focus on important sales leads
- Monthly, Quarterly, Yearly Sales forecasting
- Track sales team activities, reports & progress
- Track opportunities & prioritize as per size & expected close date
- Plan & prioritize calls, meeting & set reminder for follow up tasks.
- Manage leads effectively by classifying them according to source, type, area, industry
- Focus & prioritize on leads that are hot and fetches higher revenue opportunities
- Import leads from external sources & excel
- Qualify leads to next stage based on information captured in lead details
- Convert leads into sales opportunities, accounts, and contacts with a single-click
- Export leads to excel or pdf for analysis
- Generate Value added lead reports such as User wise, Stage wise, Source wise, Category wise, Area wise, Industry wise, Date wise
- Track opportunities based on stage with expected close date & value
- Export opportunities to excel or pdf for analysis
- Sales forecasting for month, quarter, year
- Associate opportunities with accounts, contacts, activities, and other modules to have a better visibility on the opportunities
- Generate Value added opportunity reports such as User wise, Stage wise, Sales forecast with value, expected close date wise report
- Manage all customer account information such as contact details, opportunities, and support activities in single screen.
- Manage multiple opportunities in single account.
- Create multiple account type to have suppliers & customer information as needed.
- Manage group companies by linking many sales account to one group
- Track past purchases along with dates, payment history, support history for identifying cross selling & up selling
- Import or Export leads to excel or pdf for analysis
- Generate Value added reports such as opportunities in account, support history report, payment history
- Import, export contacts from excel
- Link contacts with accounts for quick access
- Classify contacts based on department, decision making power, technical user etc
- Communicate effectively with customers with simplified contact management
- Plan all calls, tasks, meeting in centralized calendar
- Manager can plan activities for team players
- Track meeting, iterations, meeting status such as held, postponed
- Track travel visits with distance & export the report for travel claims settlement
- Reports on customer wise, lead wise activities
Customer service automation helps you to manage customer complaints centrally. All customer complaints can be logged into the system with simple reference number and can be linked to customer account module for reference. Support tickets can be prioritized as per need and will be useful to plan service support staff work schedule. Customer visit details can be tracked along with customer tickets and time spent on all support tickets can be used for report generation. Service calendar functionality can be used for planning service calls based on staff availability.
Key Features
- Track customer complaints centrally
- Plan service support staff work schedule as per support priority
- Generate reports on time spent on each support activities with visit details
- Manage Maintenance contracts for customer service activities
- Service staff event calendar can be used to plan service staff availability
Ticket Management
- Create support tickets for customer issues
- Link all support activities in customer accounts for better visibility
- Track all support visits with issue status
- Document all ticket resolutions with solutions for reference
- Activity, call planning for support staffs
- Generate report on support activities
Marketing Management
Marketing management helps you to acquire leads and measure the cost of acquisition and return on investments. Marketing campaigns can be created for measuring response from a specific time bound marketing activity. Marketing campaign could be email based or paper advertisement or any other source. Cost of the campaign, responses from the campaign & results can viewed in single report and return on investments can be tracked. Reports on date wise, source wise, user wise campaign performance can be generated anytime for comparative study.
Key Features
- Create campaign for measuring marketing performance
- Create multiple campaigns such as email, advertisement for lead generation
- Track response, results, expense for campaign & measure return on investment
- Generate report on date wise, source wise, user wise campaign performance
Data Security
Complete customer data are available in single screen for any time access. CRM provides comprehensive access rights for screens, data & reports. Access rights definition can be limited to individual users, group users. Also leads can be reassigned to any other sales person if a sales person resigns his job. Organizational structure definition helps to present simplified data view as per designation. All screens have filters for viewing customer data as per user preference
Key Features
- Access rights for screens, data & reports
- One click lead mass reassignment in case of sales personals resignation
- Access rights definition limited to individual users, group users
- Simplified data view as per designation in organizational structure
- Filters for viewing customer data as per user preference
User Administration
User Management - User details, contact details, access, profile settings
Profile - Sales, support profiles & screen views & rights
Roles - User role, role hierarchy
Groups - Sales Group, Support Group for team activities
Organization-level Access Control
- Reporting structure
- Data flow based reporting structure
- E.g. Manager can view his team data - But can't view other department data
- Sales executives can view his data but not team’s data - But can assign tickets, view tickets of other users pertaining to his accounts
- Simplified data view as per designation in organizational structure
- Filters for viewing customer data as per user preference
Screen Level, Data level access Control
- Security to allow, block screen access
- Individual data level access
- Action level permissions
Tools
- Audit Trials
- Login History
- Database backup, restore options
Reports & Analytics
Reporting is the heart of CRM system & customer can generate any number of reports as per need and requirement. CRM comes with 50+ standard reports on various modules and functions. Reports can be generated in individual modules such as sales, support or can be generated across many modules. All the reports can be customized as per client need. Report can be grouped, arranged, columns can be enabled, disabled as needed. Reports can be generated as User wise, Stage wise, Source wise, Date wise reports for analysis. Dashboards present graphical representation of data for analysis and user login screen shows summary of customer information as configurable dashlet.
Key Features
- Generate any number of reports with all sales, support & customer data
- Report can be grouped, arranged, columns can be enabled, disabled as needed
- User wise, Stage wise, Source wise, Date wise reports
- Dashboards for simplified data view
- Quick dash lets for summary view on user login
Reports in detail
Lead Report- User wise, Stage wise, Source wise, Category wise
- Area wise, Industry wise, Date wise
- Opportunity value, expected close date, sales stage report
- Monthly, quarterly , yearly sales forecasting
- Customer contact details
- Contact person details
- Products, solutions , sales details
- Basic Payable receivable details
- Future opportunities
- Support ticket details
- Activity details
- Customer contact details
- Contact person details
- Products, solutions , sales details
- Basic Payable receivable details
- Future opportunities
- Support ticket details
- Activity details
Dashboards
- Sales pipeline analysis by stage
- Monthly Sales pipeline analysis
- Sales opportunities by lead source
- Drill-down the dashboards by time and opportunity stage
- User wise sales opportunities
- Leads by status, source, industry
- Sales by sales person, lead source
- Tickets by category, status
Support Automation
Marketting Management
Data & Security
Reporting & Analytics