Have a feel Of our solution With the help of Screen-shots & callouts Send Mail to create ticket
Objective 1 2 3 4 Help you offer the best possible service to your Sales Prospects & Customers and bring about the desired change to your Revenue & Bottom line profit. A Web Solution that will help you monitor the progress of your organization and manage your Sales force from anywhere in the world . A solution that can be put to use even if you don’t own a Server (both hardware & software) and don’t have the services of an IT Head/Team . Offer a comprehensive CRM solution that can be deployed instantly and ensure a Return-On-Investment in the shortest possible time.
Product Functionality Sales Support Inventory Reporting / Management Dashboard Analytics / Business Intelligence Campaign Mgt Contact Mgt Pipeline Mgt Territory Mgt Product Mgt Price Mgt Quotes & Sales Order Mgt Mobile Blackberry Access Reseller Portal CTI IVR HR Financial AP/AR MRP Incentives INTERFACE To Service Partner Portal Workforce Mgt Engineer’s Schedule Mgt Self Service Installed Product Mgt Trouble Ticket Mgt Service Entitle Mgt Knowledge Base Time & Expense Billing Stock Mgt Warehouse Stores Mgt Re-Order Mgt Sales Order Fulfillment Replenish Mgt Pick Ordered Product Repair Order Fulfillment Pack Ordered Product Ship & Fulfill Order
Dormant Potential Yes No No No Yes Yes Yes Source : Campaigns Trade Shows Customer Referrals Others… No Yes CRM24X7 – Sales Work Flow Your Sales Cycle is in-complete and your Customer Relationship is at Risk if your Order is not fulfilled Properly. Prospect Opportunity Lead Sales Order Convinced About Product? Business Potential? Convinced About Price? Stock Available? Auto-generation of Product Request ______________________ Update Material Receipt Order fulfillment Order Fulfilled Ship Pack Pick Stocking Level verification ______________________ Available Qty < Re-order Level Order Product ______________________ Inventory In charge Update Inventory
The Exec’s Tasks & Events (Meetings) schedule for Today are displayed here. Search & Identify Customer <FIND CALLER> Exec’s total pipeline. Get the list of customers who asked you to revert back TODAY during your earlier interaction. Precision follow up. Sales Executive’s Virtual Office This is the 1 st screen the Sales Exec will see. It has complete info pertaining to his/her Sales activities. Sales Executive’s Virtual Office Just login and obtain complete set of info pertaining to his Sales activities in a single screen . Get the list of customers who asked you to revert back TODAY during your earlier interaction. Precision follow up. Target Achieved
Know your customer Spare your customer from repeating whatever was earlier discussed with your Executive proceed from the point it was left off. The concerned Executive’s absence will have no bearing on your business. Obtain complete details of all pending enquiries Obtain the complete Purchase History Check out unresolved customer issues Status Follow up on the Appointed Date Interaction History & Action Log on each record will enable you to focus & follow up accurately.
Record & retain customer interaction across multiple channels Once a Customer interaction is recorded, It remains with the organization through out in a READ ONLY mode.
Define Territory & the next follow up date. Add multiple contacts to the prospect company Capture additional info relevant to your requirements. Prospect Customer relationship begins with a prospect. Collect basic info about a potential customer. Prospect Phase is used to identify the right contact and find whether there is any potential
Define Rating as Hot,Medium & Cold. Fix the Sales Process as Corporate Sales /Tender Sales Etc Attach products of interest. Products can be Standard, Non-standard & Promotional. Include supervisor for participation in Selling. Record all customer interactions here. Lead A Prospect is converted to lead once it is clearly established that they are interested in your products / services.
All interactions (emails & notes)captured in Lead stage is brought to Opportunity stage and added upon. Capture Taxes, Installation charges, Shipping charges info here Generate a formal Quote and check out all previous quotes here. Get an alert when there is a failure in closing the sale on this date. Opportunity A Lead is converted to Opportunity when a formal Quote is expected. All negotiation activities are handled at this stage & previous quotes kept track of.
Print & Fax or Email Quote to customer Quote A formal quote with your company logo and address can be generated from the Opportunity page with just 2 mouse clicks.
To Inventory, Customer Support & Billing departments. Sales Order Once the negotiation is complete and the Sales is Won, a Sales Order can be generated with just 2 Mouse Clicks and forwarded for further downstream processes. Most of the CRM solutions conclude the Sales cycle at this stage. CRM 24X7 goes beyond.
Product Request can be from Sales, Service and other branches. A Product Request automatically gets generated when Data Transfer is effected from the Sales Department. Order Fulfillment – Product Request
Commit to the customer only what you can deliver. Stock Availability
In this case, the ordered Qty is 5 and the available stock is only 3. You are effecting a partial fulfillment and the Product Request cannot be closed till the entire order is fulfilled completely. Order Fulfillment – Pick the Products
Order Fulfillment – Pack the Products Pack the Products picked in the last screen
To Customer Support & Billing departments. Order Fulfillment – Ship the Products The product request gets closed after the sales order gets completely fulfilled.
Your organization’s support structure is either failing or under stress. Needs your intervention. Will help you plan your Inventory requirements & Financial commitments Management Dashboard This Management Dashboard dynamically indicates the health & progress of your organization and is available to you at all times. We can also add any number of charts with metrics that are important to your organization
Reports Sample Reports of Product performance & team performance is shown below.
<ul><li>Prospect Reports: </li></ul><ul><li>Prospect source report </li></ul><ul><li>Prospect territory report </li></ul><ul><li>Pipeline Reports: </li></ul><ul><li>Status wise Leads report </li></ul><ul><li>Account wise Leads report </li></ul><ul><li>Lead conversion report </li></ul><ul><li>Status wise Opportunity report </li></ul><ul><li>Account wise Opportunity report </li></ul><ul><li>Opportunity conversion report </li></ul><ul><li>Setback Reports </li></ul><ul><li>Dropped prospects report. </li></ul><ul><li>Dropped leads report. </li></ul><ul><li>Dropped opportunity report </li></ul><ul><li>Lost to competition report </li></ul><ul><li>Management Report: </li></ul><ul><li>Report on calls Made </li></ul><ul><li>Call and Meeting Report </li></ul><ul><li>Performance Report: </li></ul><ul><li>Top line Product Performance Report </li></ul><ul><li>Bottom line Product Performance Report </li></ul><ul><li>Top line team Performance Report </li></ul><ul><li>Bottom line Team performance report </li></ul><ul><li>Top line territory performance report </li></ul><ul><li>Bottom line territory performance report </li></ul><ul><li>Top line Sales executive report </li></ul><ul><li>Bottom line Sales executive report </li></ul><ul><li>Sales Report: </li></ul><ul><li>Sales Forecast Report </li></ul><ul><li>Cancelled Sales Order Report </li></ul><ul><li>Effectiveness Report: </li></ul><ul><li>Sales Promotion Effectiveness Report </li></ul><ul><li>Advertisement Effectiveness </li></ul>Note: Apart from the above specific reports would be offered on request. Reports Territory Performance Report & List of Sales Reports Available within CRM24x7
Cumulative Benefits of CRM Increase in Sales Revenue Run effective campaigns & advertisements Achieve Global Competing Capabilities Increase in bottom-line profitability Reduce Sales Cycle Duration Up Sell / Cross Sell Increase Employee Productivity Maintain Sales Prospects / pipeline data safely Differentiate Product / Service from competition Acquire / Maintain Market Leadership Increase in Business Value
Achieve TOTAL Customer satisfaction Optimize Inventory Costs Achieve Service excellence / customer delight Streamline order processing & fulfillment Streamline Inventory Increase Maintenance Revenue Achieve significant Repetitive & Referral Business Achieve customer retention Empower customer to self serve thro’ Customer Self Service Reduce Service Delivery Cost Cumulative Benefits of CRM
Cumulative Benefits of CRM CRM 24X7 will Maximize your Revenue & Bottom-line Profitability by enhancing Employee Productivity, Management Efficiency, Customer Satisfaction and Employee Morale.
Conclusion Presentations have their limitations and as such this presentation covers only the most important features. Please revert back for an interactive demonstration that would cover the complete functionality. Call (Chennai) :+91-44-42654551 Call (Marketing) :+91-9940024575 Email: : firstname.lastname@example.org Thank You ! The Management of CRM24X7 would like to thank you for taking the time to review this Presentation.