crm

1. CRM
APPLICATION
AJ K S O L U T I O N S
C R M A P P L I C A T I O N | A J K S O L U T I O N

2. Project Summary
The CRM (Customer Relationship Management) application is a powerful
tool designed to stream-line and optimize interactions between businesses
and their customers. This software allows companies to centralize
customer data, quotes interactions, and manage leads, all in one unified
platform.
By providing a comprehensive view of customer profiles and
communication history, the CRM application enables businesses to deliver
personalized experiences, build stronger relationships, and enhance
customer satisfaction. Moreover, the application's analytics and reporting
capabilities help organizations make data-driven decisions, identify trends,
and forecast future sales opportunities.
In summary, the CRM application empowers businesses to cultivate
customer loyalty, drive sales growth, and ultimately achieve long-term
success in today's competitive market.
C R M A P P L I C A T I O N | A J K S O L U T I O N

3. Company-Snapshot AJK Solutions is a leading IT
solutions provider that
specializes in delivering
cutting-edge technology
services to businesses of all
sizes. With a proven track
record of excellence, we strive
to empower our clients with
innovative solutions that drive
growth, efficiency, and
success. Our team of highly
skilled professionals is
committed to providing top-
notch IT services and support,
ensuring our clients stay
ahead in the fast-paced world
of technology.
C R M A P P L I C A T I O N | A J K S O L U T I O N

4. CRM
APPLICATION
DFD
C R M A P P L I C A T I O N | A J K S O L U T I O N

5. Features of CRM
Leads
Lead Capture the ability to collect and store information about potential
customers or leads.
Lead Scoring: Assigning a score to leads based on their potential interest and
likelihood of conversion.
Lead Segmentation: Grouping leads based on specific criteria for targeted
marketing efforts.
Opportunities
Opportunity Tracking: Managing and monitoring potential deals and sales
opportunities.
Sales Forecasting: Predicting potential revenue based on the likelihood of
closing opportunities.
Sales Pipeline Management: Visual representation of the stages in the sales
process for better tracking and decision-making.
Customers
Customer Profiles: Comprehensive records of customer details, including
contact information, purchase history, and interactions.
Customer Segmentation: Categorizing customers into different groups for
personalized marketing and communication.
Customer Support: Integrating customer service and support functionalities to
address inquiries and issues.
Quotes
Quote Generation: Creating and sending professional quotes or proposals to
potential customers.
Quote Approval Workflow: Setting up processes for quote approval and
revision.
C R M A P P L I C A T I O N | A J K S O L U T I O N

6. Features of CRM(Continue…)
Invoices
Invoice Creation: Generating and customizing invoices for completed sales or
services.
Payment Tracking: Recording and managing payments received from
customers.
Payments
Payment Processing: Integrating with payment gateways to facilitate secure and
smooth transactions.
Payment Reminders: Automating reminders for pending or overdue payments.
Tickets
Ticket Management: Logging, tracking, and resolving customer inquiries or
support tickets.
Escalation Workflow: Automatic escalation of tickets based on predefined rules
or criteria.
Email and SMS
Email Integration: Connecting with email services to manage and track email communication.
SMS Integration: Sending automated SMS notifications and alerts to customers.
Calendar
Appointment Scheduling: Managing appointments and meetings with customers and
prospects.
Task and Event Reminders: Setting reminders for important tasks and events.
Products
Product Catalog: Maintaining a database of products and services offered by the business.
Inventory Management: Tracking product availability and stock levels.
Documents
Document Storage: Storing and organizing relevant documents, contracts, and files related to
customers and deals.
Document Sharing: Sharing documents with team members and customers securely.
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7. WEB-PAGE LAYOUT
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22. C R M A P P L I C A T I O N | A J K S O L U T I O N

23. C R M A P P L I C A T I O N | A J K S O L U T I O N

24. THANK YOU
AJ K S O L U T I O N S
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