eresource Construction CRM enables construction companies to automate manual processes and track building projects. It manages the sales process, pipeline activity, job progress, engineers, contractors, suppliers, and architects. This saves time and improves the customer experience. The CRM dashboard provides a real-time snapshot of key metrics using the SPANCO sales model to visualize opportunities, approaches, and sales lead status. It also allows scheduling activities, viewing follow-ups and pending tasks. Sales leads, enquiries, quotations and orders can be created and tracked in the system. Various reports are available on leads, sales performance, and the sales funnel.
2. 2
eresource Construction CRM
eresource CRM enables construction companies to automate many manual
processes and track all building projects by location, type and sector.
1. eresource CRM manages:
t sales process
rack pipeline activity
control job progress
engineers,
contractors
construction suppliers
architects
3. Saves time and improves customer experience.
3. 3
Sales and Negotiation Bible
Questionnaries Master
Questionnaries Display
Followup List
Sales
Sales Lead
Order Management
Sales Enquiry
Sales Quotation
Sales Order
Pending Approval
Pending Lead
Pending Enquiry
Pending Order
Pending Quotation
Sales Reports
:Lead By Source
Open sales Ageing
Sales Performance
Activity Log
Key Performance Indicator
Sales Funnel
Lead by Region
Features Of eresource CRM
4. 4
Dashboard
eresource CRM dash board provide a real time snapshot of your organization key metrics. Using dash
board you can easily visualize the oportunities , approach, status of sales-lead in SPANCO model i.e
SuspectDefinition Prospect Identification ,Approach -Analysis Evaluation and qualification of
requirements, identification of the solution Negotiation, Closing Finalization , Order Ongoing Account
follow-up and Order management and sales monitoring
Todays scheduled
activity list
Date wise pending
Activity list
6. 6
Followup List
Priority of follow-up
View
Add your new followups
Follow up list enables you to maintain the
follow ups of all sales call. Each sale Lead / Calls
can be classified as per the priorities, such as
Moderate, Low and High for easy
identification.
7. 7
Sales Lead
It will automates lead generation, lead tracking, follow-ups etc., in simple yet
incredibly powerful fashion.
Related information of Customer
See the folloups as shown in
the previous slide
You can add your new followups
as shown in previous slide
8. 8
Sales Enquiry
The most important factor in the sales enquiry is the provision to update/add BoQ items.
General information Provision to attach any format
file related to your enquiry
Enquiry can be
tagged /Notified to
multiple
Associates/User
9. 9
Sales Enquiry (Client Detail Tag)
Where you will have the complete information of client, consultant details
Client Details
Consultant Details