Crm
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CRM in eresource NFRA provides better customer service, cross-sell and up-sell more effectively, close deals, retain current customers and better understand who your customer are. Organizations frequently look for ways to personalize online experiences with tools that are provided with the CRM module.
Crm
- 1. eresource nfra ERP CRM Module Tour 1
- 2. 2 Features of CRM Sales and Negotiation Bible • Questionnaries Master • Questionnaries Display • Followup List Sales • Sales Lead Order Management • Sales Enquiry • Sales Quotation •Sales Order Pending Approval • Pending Lead • Pending Enquiry • Pending Order •Pending Quotation Sales Reports •:Lead By Source • Open sales Ageing •Sales Performance •Activity Log •Key Performance Indicator •Sales Funnel • Lead by Region
- 3. 3 Dashboard Todays scheduled activity list Date wise pending activity list eresource CRM dash board provide a real time snapshot of your organization key metrics. Using dash board you can easily visualize the oportunities , approach, status of sales-lead in SPANCO model i.e SuspectDefinition Prospect Identification ,Approach -Analysis Evaluation and qualification of requirements, identification of the solution Negotiation, Closing Finalization , Order Ongoing Account follow-up and Order management and sales monitoring
- 4. 4 Questionnaries Display According to category and related the question and answer will be displayed Resulted Questions
- 5. 5 Followup List WFollow up list enables you to maintain the follow ups of all sales call. Each sale Lead / Calls can be classified as per the priorities, such as Moderate, Low and High for easy identification. Add your new followups System will automatically create the thread of your followups Priority of followup
- 6. 6 Sales Lead It will automates lead generation, lead tracking, follow-ups etc., in simple yet incredibly powerful fashion. Other related information of customer Your see your followups as shown in previous slide You can add your new followups as shown in previous slide
- 7. 7 Sales Enquiry The most important factor in the sales enquiry is the provision to update/add BoQ items. Provision to attach any format file related to your enquiry Enquiry can be tagged /Notified to multiple Associates/User General Information
- 8. 8 Sales Enquiry(Client Detail Tag) Where you will have the complete information of client, consultant details Client Details Consultant Details
- 9. 9 Sales Quotation Amount Distribution Related Associate Apply Resources to multiple BOQ Items at one time.
- 10. 10 Sales Estimation Total amount with net profit Detail Quote Offer Format
- 11. 11 Sales Order Converting Order from Final Ammended Estimated. Financial terms and condition Attachment of related document
- 12. 12 Pendings You can see all your pending leads,enquiry, Quotation, Order in this page. Where the green colour indicate unseen transaction
- 13. 13 Report You can see reports for Lead By Source,Lead by region, open sales performance,activity log key performance indicator
- 14. 14 Sales Funnel
- 15. 15 Contact Us Address TMA House, 1st Floor, Road No:16 Plot No. 6, Wagle Industrial Estate Thane (West) 400 604, Maharashtra +91 22 41118000/8049(50 lines) www.eresourceerp.com