CRM system is
a web based system that caters to the need of
organizations to have a single-integrated
solution, encompassing enterprise-wide
sales and marketing processes / workflows.
The system is a ready solution that
one can start working on immediately. An
off the shelf / out of the box software
system might meet one's needs or it may
require configurations / customizations.
The system is
customizable as per unique / ground-level
specific requirements of an
organization. A customized solution
is drawn out based on the processes and
workflow as is followed by the organization.
Functionality Span
End to End Sales Management
Lead,
Opportunity and Account Management
Contact Management
Targeted Email and Campaign Marketing
Collaboration of Calls, Meetings,
Tasks
Alerts and Notifications
Calendar and To-Do Management
Email integration with Outlook, other
groupware
User selected Dashboards
Customer Request, Issue / Complaint
Management
Document Management,
Content Syndication
Integrated Drill down Reports
Security, Access Control levels
Microsoft MS Word, MS Excel
Integration
Features at a Glance
qSales Force
Automation, End to End Sales Mgmt.
qLead
Management, analyzing lead sources and
conversions
qOpportunity and
Account Management
qMonitor
sales pipeline stages through dashboards
qContact Management, tracking
interactions with them
q
Coordinate activities across teams
qQuote Management
q
Online lead generation
qIntegration with Microsoft Outlook /
other groupware
q
Work offline with mobile solutions
(Optional)
qMonitor Business
Performance, sales quota progress
qRoll-up and analyze
sales opportunities across the organization
qUp-to-date information
to close deals
qBring new sales
representatives up to speed
qBuild and Track
Marketing Campaigns
q Manage leads from
multiple marketing campaigns
qTargeted Email
Marketing, to predefined Target Lists
qCampaign
Management across multiple channels: online/
email campaign, print media, exhibitions /
road-shows, etc.
qMail merge, Predefined
Email Templates
q
Microsoft
MS Word, MS Excel Integration
qIntegrated Campaign
Reporting
q
Analyze effectiveness, ROI of campaigns /
marketing activities
qBenchmark campaigns to
understand which efforts produce the most
revenue / ROI
qSegment customers and
target the right customer set with the right
message
qPhone Calls, Meetings,
Schedule Management
qEmails
and Tasks management for leads, customers,
etc.
qCalendar and To-Do Management
q
Alerts and Notifications
qManage all
communication from a single location
qProject
Management: Manage Projects and associated
tasks
qEmails Module: Manage
Inbound and Outbound emails (POP3, IMAP)
q
Integration with Microsoft Outlook / other
groupware