Customer Relationship Management(CRM) module helps companies create profiles for prospects, move them to existing/new customer list, fix credit limits, schedule appointments etc. & manage company’s interactions with them. This module meets the most critical needs of the organization and helps discover customer preferences.
Further, log details such as source of the lead, contact address, current setup and usage, type of lead, industry segment & geography and the potential of the lead to improve business intelligence and attain greater success.
Features
- Create Customers/ Suppliers/ Agents Profile
- Mange entire sales leads & quotations
- Schedule appointments & get notifications
- Extensive reports for analysis
- Batch wise sales pipeline report
- Feasibility to re-allocate sales persons
- Monitor Sales person wise Progress history
Benefits
Improved Marketing Efforts & Customer Experience
Automated analytics and Reporting
More Administrative Support
Increased Accountability
Identifying the sources of customer growth
Better Internal Communication / Team Collaboration
Empowered Sales Management
Enhanced contact management
Eliminate tedious data entry and duplication
Standardize critical business procedures
Makes forecasting simpler & accurate
Increased customer satisfaction and retention
