Improsys-CRM-Detailed-Brochure

CRM Software
Contact Us : 9922066745 / 020 46700036 | www.improsys.inE mail : info@improsys.in | Contact Us : 9922066745 / 020 46700036 | www.improsys.in
Web Based CRM Software - SUDHARANA

CRM from
Improsys
Enquiry /
Lead
Bulk Mail
Lead
Management
Sales
Management
Service
Management
User
Management
Customer
Management
Product
Management
E mail : info@improsys.in | Contact Us : 9922066745 / 020 46700036 | www.improsys.in
Improsys CRM Coverage

Sudharana CRM for Continuous Improvement
Lead Management Quotation Preparation Send Quotation
Order Confirmation
from Customer
Order ExecutionBillingService & Support
Quotation Follow-up
Payment Follow up
Customer Delight Sales Performance

Contact Us : 9922066745 / 020 46700036 |
Only business knowledge required to operate.
No jargons. Simple language used.
Simplicity and User friendliness.
No training required.
Software Features: User Friendliness
Knowledge of Google Search and Email is just sufficient to
operate.

Software Features: Technology
Web based multiuser software. Can be accessed through internet
as well as intranet.
Latest technology of Visual Studio 2012 & .net framework 3.5
used.
Compatibility with Excel, Word and PDF.
Software is secured at an access level and data view level.
Supports Email and SMS sending to Customers.

Contact Us : 9922066745 / 020 46700036 |
Improves productivity of sales force by avoiding the repetitive
task.
Helps to improve on time follow up of Quotations and Payments.
Sales, Service and Payment Analysis.
Track communication/feedback with Customer & Internal Team.
Software Features: Business Functionality
All Customer specific sales data at ease. Faster data retrieval and
analysis.

Contact Us : 9922066745 / 020 46700036 |
Daily, Weekly reporting of planned & completed tasks
Software Features: Reporting
Payment alerts and follow ups.
Helps to serve your clients efficiently improving your value.
Graphical analysis.
Hierarchy wise sales person reporting to seniors

Contact Us : 9922066745 / 020 46700036 |
Helps to improve the cash flow of company.
Benefits of CRM Software
Improves the quality of product, services given to customer.
Improves the productivity of organization.
Improve on time delivery to the customer.
Improves value of services, products and company.

Improsys CRM Coverage

Customer Master Module
Customer
Customer
Category
Customer
Type
Multiple
Contacts
Multiple
Address
Standard
Terms &
Conditions
Tax Structure
Email, SMS
Configuration
Party’s Price
List
Vendor Code,
VAT, CST No.

Customer Master Module - Features
 Categorized customers into separate category.
e.g. Customer
 Multiple Address, Contacts adding facility for Customers.
 Customer’s Commercial Details addition facility. e.g. VAT No.
 Terms & Conditions can be defined for customer.
 Taxes can be defined for customer. e.g. VAT, CST, Excise Duty.
 Document can be send directly on email to customer.

Product Master Module
Product
Master
Product Group
Product
Specifications
Product
Category
Variable
Specifications
Fixed
Specifications
Excel
Import
Customer
wise Rate
Standard
Rate
Product
Catalogue

Product Master Module - Features
 Unit of Measurements for the product.
e.g. Sales UOM etc.
 Categorized products in multiple groups, category.
 Define multiple specifications for product.
 Facility to define customer rate for the products.
 Facility to define Taxes for the products.
 Facility to attach drawings, images, catalogue for the
products.

Notes Master Module
Notes
Notes
Category
Notes Type
Tax
Structure
Payment
Notes
Warranty
Note
Insurance
Notes
Delivery
Note
Cancellation
Note
Validity

Notes Master Module - Features
 Define multiple notes type for documents. e.g. Delivery, Payment
 Easily define tax category for document as per requirement.
e.g. VAT 12.5, CST 2% etc.
 Easily update standard terms and condition master for tax
category for document as per requirement.
 Facility to update Document Vs Notes.
 Facility to update party wise terms and condition.
 Facility to update document wise terms and condition.

User Master Module
User
Master
User Login ID
& Password
User Roles
Email / SMS
Configuration
Change/Reset
Password
User
Hierarchy
User Log
Report
Role Rights /
User Rights

User Master Module - Features
 Multiple users with different roles can be created.
 Separate login ID and password for each user.
 Define Role Rights as well as user’s Rights.
 Reset or Change the password for selected user.
 User configuration for sending Email & SMS.
 User Logs report.
 Defining user hierarchy makes reporting easy for sales
executives.

Pre Sales – Lead Management Module
 Quickly access, create, and update key sales information,
such as customer details, contacts, leads, quotes etc.
 All the customer information you need is available at a
glance and delivered in the right context.
 Quickly update your accounts by updating feedback and
remarks by customers.
 Proactively drive your opportunities/leads to completion.
 Use built in reports to track sales cycles, wins and losses,
and revenue trends.

 Provision of Lead generation through website based
enquiry forms.
 Customer enquiries from various sources e.g. email, phone.
 Tracking of customer enquiry status.
 Quotation preparation in less than 2 minute.
 Attach discussion references, catalogues, data sheets.
 Auto Email Enquiry to customer.

 Enquiry in PDF format
 Auto Email Enquiries in PDF to all
Customer contacts & Internal sales
team (Sales Executive, Head, GM)
 Customer wise analysis
 Sales person wise analysis
 Product wise analysis
 Export data to excel, word, PDF.

Pre Sales - Lead Follow-up Module
 Notifications of pending Enquiries
for follow up
 Quickly update your accounts by
updating feedback and remarks by
customers
 Proactively drive your
opportunities/leads to completion
with our follow up & feedback
system
 Prioritize your accounts (Top,
medium, low etc.)

Pre Sales - Lead Follow-up Module
 Pending Enquiry analysis
 Priority wise analysis of Leads
 Review next due Leads
 Customer wise follow up
analysis
 Sales person wise follow up
analysis

Pre Sales – Quotation Management Module
 Quotation preparation in less than 2
minute.
 Auto email quotation to customer.
 Tracking of customer quotation status.
 Attach discussion references,
catalogues, data sheets.
 Define terms and conditions for
quotation.

Pre Sales – Quotation Management Module
 Quotation in PDF format.
 Auto Email Quotes in PDF to all
Customer contacts & Internal sales
team (Sales Executive, Head, GM).
 Customer wise analysis.
 Sales person wise analysis.
 Product wise analysis.
 Export data to excel, word, PDF.

Pre Sales - Quotation Follow-up Module
 Pending Quotation analysis
 Priority wise analysis of Quotes
 Review next due Quotations for
follow up.
analysis.
analysis.

Pre Sales – Quotation Follow-up Module
 Notifications of pending
Quotations for follow up.
customers.
 Proactively drive your quotations
to completion with our follow up
& feedback system.
medium, low etc.)

Sales Order (Proforma Invoice) Module
 Work smarter, Sell better and win more with the
Sales application
 Prioritize your sales activities (High, Medium, Low)
 Reduce errors with pricing, configuration, and
order validation
 Streamline your sales processes across channels
for greater efficiency
 Make every conversation count with our sales
software

 Sales orders based on Customer
PO
 Sales order preparation in 2
minutes
drawings, Customer PO.
 Define specifications as per
finalized quote
 Terms and conditions as per
defined in Customer PO

 Delivery schedules
 Payment schedules
 Pending Sales Order
analysis
 Customer segment wise
analysis
 Product group wise
analysis

Sales Order Follow-up Module
 Pending Orders analysis
 Priority wise analysis of Orders
 Review next due Orders for
follow up.
analysis.
analysis.

Sales Order Follow-up Module
 Notifications of pending Orders for
follow up.
customers.
 Proactively drive your orders to
completion with our follow up &
feedback system.
medium, low etc.)

 Get accurate details of
orders completed.
 Easily find out most salable
product.
 Details of product support
given to the customer.
 Details of products
complaints raised by the
customer.
 Overall analysis of sales,
service orders.
Order History Module

Invoice Management Module
 Generate various types of invoices / bills
required for different business
 Accurate and quick billing
 Enhanced productivity through the shorter
time required to search and update the Invoice
details
 Reduced costs through enhanced productivity
 Know your best customers and products

Invoice Management Module
 Generate invoices within 2 minutes
 Pending Invoice analysis.
 Email Invoice in PDF with just 1
click.
 Customer wise analysis.
 Product wise analysis.

Payment Management Module
 Details of outstanding amount of
customer.
 Due payment alerts.
 Multiple payment receive modes e.g.
Cash, Cheque
 Credit notes for Discount, Debt, Rejection
etc.

Payment Follow up Management Module
 Outstanding payment analysis for customers & suppliers.
 Due payment follow up.
 Due payment alerts.
 Follow up communication updation facility.
 Period wise pending payment analysis. e.g. 1-7 days, 8-16
days etc.
 Payment follow up history.

Follow Up Module
 List of Pending
Quotations, Payments,
Orders for follow up
 Service follow up, Spare
part and Consumable
warranty alerts
 Alerts of Pending task to
relevant users

Follow Up Module
 Record & track
communication with
Customer
 Define next follow up date
 Historic analysis of follow up
• Customer
• Sales Person
• Status
• Quarter

Reporting for Sales Team Module
 Daily, Weekly reporting of planned
task.
 Daily, Weekly reporting of completed
task.
 Record customer visit details and
communication with ease.
 Record communication anywhere on
the go (Online).
 Check the comments and feedback by
seniors/sales head.

Reporting for Sales Team Module
 Hierarchy wise sales person reporting
to seniors.
 Sales person wise visit report analysis.
 Customer wise visit report analysis.
 Record and track communication with
customer.
 Improvement in communication with
customer representatives & internal
team.

Feedback to Sales Executives
 View planned reports added by
executives
 Comment on report added by
executives
 Give feedback to sales
executives
 Feedback analysis

Complaint Management Module
 Maintain your customer
complaint data.
 Categorize complaints into
various types
 Streamline complaint reporting
process
 Respond and Correct
complaints quickly
 Monitor and measure your
success.

Service Management Module
 Lead generation from CRM
follow up.
 Categorize service type -
• AMC Service
• Free Service
• Paid Service
• Under Warranty Service
 Prepare service quotes within 2
minutes.
data sheets etc.
 Email Service Enquiry,
Quotation to customer.

Record and track
communication with customer
& internal team
Service history creation
Record services & service items
provided
Service history analysis
• Service type
• Customer
• Product
Service Management Module

Service Management - Spare Part
 Create spare part list.
 Define spare part list required for
assembly.
 Define warranty period for spare
part.
 Define Spare Part due dates for
post sale and service for
replacement.
 Spares replacement, warranty
alert.

Service Management - Consumable
 Create consumable item list.
 Define consumable item list for
assembly and spare part.
 Define warranty period for
consumable item.
 Define consumable item due
dates for post sale and service for
replacement.
 Consumable replacement,
warranty alert.

Email and SMS Integration for Quotes
 Quickly build quotes for clients, store products / services
and specific pricing.
 Set due dates so the system reminds you to follow up on
outstanding quotations.
 keep a full history of what you have quoted to a client.
 Send out the quote in a PDF document by Email or just
print in just a couple of clicks.
 Use email templates to standardize your email with the
attach quote to speed up delivery.
 Send SMS to customer while sending quote.

Import Product and Customer Master
 Import product master from excel.
 Import products price list from
excel.
 Import customers details from
excel. e.g. name, address etc.
 Import products stock from excel.
 Export Product, customer and
product stock to excel, word and
pdf etc.

Bulk Mailing and SMS Integration
 Bulk Email Sender integration
for email marketing.
 Unlimited email lists.
 Import mailing list from
excel.
 Create effective emails.
 Easily send SMS to any
mobile just by sending a
simple email.
Email Templates

Tally Integration
 Export Products Master Data from
ERP to Tally.
 Export Customer Master Data
from ERP to Tally.
 Export Sales Details from ERP to
Tally. e.g. Invoices
 Export Purchase Details from ERP
to Tally. e.g. Purchase Orders.
 Export Masters Data into Tally.

Business Intelligence
 Graphical report for Lead Analysis.

 Easily get the details of Leads Conversion.

 Get Sales information in graphical form in just 2-3 clicks.

 Billing information in graphical form & analysis becomes easy.

Graphical Analysis
 Bar Charts
Pie Charts
Line Charts
Enquiry analysis
Quotation analysis
Order analysis
Invoice analysis

Graphical Analysis
 Performance analysis
 Sales person wise analysis
 Product wise analysis
 Customer wise analysis
 Monthly analysis
 Top 10 analysis of Enquiry,
Quotation, Order

Admin Module
 User Entry, Role Configuration
 Role wise, User wise access rights
 Deactivate users
 User login history
 Manage passwords
 Business status, Graphical analysis
 Email configuration

Improsys CRM is suitable for following Business Segments
 Automobile Industries
 Pump Manufacturers
 Auto Ancillaries
 Tool Manufacturers
 Logistics & Transport
 Projects
 Engineering
 Textiles
 FMCG Companies
 Construction

Improsys Support
 Requirement analysis by CRM experts
 Site visit of ERP expert for training to end users
 Demonstration of cases from similar industry
 Handholding for Import of master data
 Handholding for first month of duration
 Email & telephone support for till 3 months

Improsys Support Tools
 Software Support
• Flow Charts
• Operational Manuals
• Videos
• FAQs
• Import Utilities
 Telephonic Support
• One to one interaction

Improsys Support Tools
 Email Support
 Remote Support
• Team Viewer
• Ammey Admin
• Remote Control
 Technical Support
• Technical assistance
 Site Visit
• Site Visit

Software Requirements
 Hosting will be available at an additional cost.
• Improsys will arrange software hosting on
shared hosting environment.
 Requirements for Internal Server
• Windows Operating System
• Internet Information Server
• Dot net framework
• Mozilla Firefox
 Requirements for Client
• Mozilla Firefox

Major Customers

Customer Testimonials
Customer satisfaction can be defined in terms of effective utilization of software
services offered by Improsys. Improsys proudly measures customer satisfaction by
linking customer’s repeat orders to Improsys
List of loyal customers with repeat business to Improsys
1. Klaus Union Engineering India Pvt. Ltd., Pirangut-Pune
2. Afriso India Pvt. Ltd., Bhosari-Pune
3. Morbi Elegance, Swargate -Pune
4. Trimoorty Auto Deco Components Pvt. Ltd., Velu-Pune
5. Supertex Industries, Daman-Gujrat
6. Shakti Mining Equipments Pvt. Ltd., Nashik
7. Cubix Automation Pvt Ltd., Pune
8. Kakade Laser, Narhe-Pune
9. Star Balancing, Chikhli-Pune

Improsys
BR-1, 427, B Wing,
4th Floor, Jai Ganesh Vision,
Near Fame Theatre, Akurdi,
Pune : 411035.
Phone : 020-46700036
Mobile : 9922066745
Email : info@improsys.in
Website : www.improsys.in, www.sudharana.com

Improsys-CRM-Detailed-Brochure

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