ERP Solution from GeoTech

Agenda

CRM Components

LeadManagement

Accounts Management

ERP Benefits

GeoTech Contact Info

CRM Components

LeadManagement

This enables them to maintain and utilize sales leads, customer data and track activities throughout the sales cycle from the point a suspect is converted into a prospect till a business relationship is established with the prospect.

AccountsManagement

This provides you a comprehensive set of accounting tools that helps you save time, get organized, and grow your business online

Lead Management Accounts Management

Agenda

CRM Components

LeadManagement

Accounts Management

ERP Benefits

LeadManagement Modules

Dashboard

Contacts

Leads

Accounts

Activities

Projects

Reports

These have been described separately in the subsequent slides.

LeadManagement: Dashboard Dashboard The dashboard allows you to manage activities, filter them and view their status as well.

LeadManagement: Contacts Contacts Management This module allows you to add, edit, delete contacts. It offers complete contact management at your fingertips.

LeadManagement: Leads Lead Management This module allows you to add, edit, disqualify a lead. The data maintained here is the primary information used by the sales team for follow-up to develop business relationships from the leads.

LeadManagement: Accounts Account Management This module allows you to add, edit, delete accounts. The client company‘s details are maintained here.

LeadManagement: Activities Activities Management You can schedule and assign activities for any other user using this module. It makes team collaboration easier.

LeadManagement: Projects Projects This module lets you add, edit or delete projects against existing accounts in this software.

LeadManagement: Reports

[This module will generate reports as per customer requirements]

CRM Components

LeadManagement

Accounts Management

ERP Benefits

Agenda

Accounts Management Features

Invoicing

Inventory

Handling VAT

Banking

Reporting

These are some of the features of the Accounts Management Solution. They have been described separately in the subsequent slides.

Creating Invoice

Managing Inventory

Keeping VAT Records

Banking

Exporting Reports to .xls

CRM Components

LeadManagement

Accounts Management

ERP Benefits

Agenda

ERP Benefits

Reduce Operating Costs

Facilitate Day to Day Management

Support strategic planning

Improve productivity and insight

Optimize IT spending

Provide instant access to enterprise information

CRM Components

LeadManagement

Accounts Management

ERP Benefits

Agenda

For more information please contact: GeoTech Informatics Private Limited Infinity Building, Tower II, 13th Floor, Sector V, Salt Lake City, Kolkata, West Bengal, India. Pin - 700091. Phone : +91 33 2357 0331/2619/2621 Fax : +91 33 2357 0334 Emai l : [email_address] Website: www.geotechinfo.net Thank You