360° Sales CRM System | Customer relationship-management (Web Based)

Mail us: info@spikyarc.net
©2011 SPIKYarc www.spikyarc.net All Rights Reserved
eXiger CRM System is a strategy to solidify relations with customers and at the same time reducing cost and enhancing productivity and profitability in business.
An ideal system is a centralized collection all data sources under an organization and provides an atomistic real time vision of customer information.
A eXiger CRM system is vast and significant, but it be can implemented for small business, as well as large enterprises also as the main goal is to assist the customers efficiently.
About eXiger CRM

Improve your business needs
Improve customer service
Improve customer service
Close more sales opportunities
Streamline & automate business processes
Improve communication and Relationships with customers
Why use eXiger CRM System?

Feature of eXiger CRM
Complete sales cycle
1.
Data Access
2.
Complete sales cycle and customer relationship management
3.
Efficient, user-friendly and interactive follow-up of leads, opportunities
and quotes
3.
Interactive reports and dashboards
4.
Ready for large enterprise
5.
User Friendly interface
5.

Feature of eXiger CRM
Accounts and Contacts
1.
Forecast Information
2.
Provide Quotation
3.
Reporting and Customize Sales Process
4.
Dynamic Data Management
5.

Advantage of eXiger CRM
Decision Support
1.
Enterprise Agility
2.
Quality and Efficiency
3.
Decrease in Overall Costs
4.
Customer Attention
5.
Increase Profitability
6.

Hosted eXiger CRM Implementation
Hosted eXiger CRM Implementation
eXiger CRM Access Options

Sales Process Concepts

CONTACT
A Person that you want to keep information about
POTENTIAL
A Specific Sales Opportunity
ACCOUNT
A company or organization you want to keep information about.
Lead – Non- qualified sales prospect
Accounts may have an unlimited number of contacts
Accounts can be related to each other (sub-accounts
Potentials are always related to a single Account or Contact
HINTS :
A Contact may be associated with an Account A Potential is associated with either an Account or a Contact
Sales Process Module

Leads
Potentials
Prospecting Qualification Needs Analysis Demonstration Price Quote Negotiation
Customers
Closed won
Closed lost

Generated from potential
Quotation
Controlled by status (Qualification, Analysis, Value Proposition, Decision Maker, Reception Analysis,
Potentials
Step1
Unlimited number of potentials
Controlled by status (New, Call back, In Process, Converted, recycled, dead)
Leads
Converts to potentials.
Won/Lost
Potentials
Step n
Generated from Quotation
Receive
Order
Generated from quotation or purchase order
Invoice
Proposal, Negotiation, Closed)
Why eXiger CRM?

Why Choose eXiger CRM?
Decision Regarding Lead
Mark Lead as closed (unqualified)
Converts lead to a Potential
(Qualified).
Plan, control and report activities and attach documents
Update status
Associate can view status, comments, suggestion, Task, etc.
Create Lead
Input information about the lead into the Exiger CRM system
Set status (New, Call back, In Process, Converted, recycled, dead)
Assign To Associate
Qualify the Lead
All fields for the master data can be customized by the vtiger system administrator
Never delete a lead if you wnat to retain a good history. They often come back later!
Hints :

Lead
Potential
Keeps non-qualified Leads separate from qualified ones Allows you to save non-qualified Lead information for future use Helps to organize the sales process and management reporting
Advantage
Converting a Lead to Potential

Potentials : Functions & Proesses
Decision Regarding Lead
Closed - Losts
Closed - Won
Plan, control and report activities and attach documents and create quotes.
Update status
Create Lead
Input/Update Information
Set Status
Assign To Associate
Qualify the Lead
It is advisable to create Potentials from Leads or Accounts
You may add an unlimited number of Potentials to an Account
Hints :

Why Choose eXiger CRM?
Marketing Process Module

Account–A company or organization you want to keep information about.
Contact–A person that you want to keep information about.
Campaign–A marketing activity on which you want to track metrics
Campaigns can be use to track any marketing activity (direct mail, email blasts, trade shows, advertising, seminars, Tele marketing etc.).
Lead–Non- qualified sales prospect
Potential–A specific sales opportunity

Marketing Campaign : Functions & Proesses
Track and Measure Results
Calculate ROI
Promote Leads to Potentials based on results
Associate Leads and Contacts
Update status
Create a Marketing Campaign
Input/Update Information
Set Status
Assign To Associate
Active Marketing Compaign
You can send email directly from the Exiger CRM system. You can clone a Campaign and easily start another like it. You can save bulk data for an Compaign event.
Hints :

General Security Rules
Security rules are applicable to all non-administrative users and are set by the Exiger CRM system administrator. Privileges define what can be done to a data record (read, write, delete). Roles define who the Privileges apply to. Roles are defined as a hierarchy, much like a company organization chart. Modules can have an owner other than the system administrator. This gives the owner special permissions for that module. Security settings are very flexible but can become very complex.
Privileges
Read
Write
Delete
Roles

Thank You
24/ M.R.C. Society,
Near Jesal Society, Opp. Sahyog garden,
Gorwa – 390016 Vadodara, Gujarat, India
Phone: +91-265-2290452
Mobile: +91-9998006029
Website : www.spikyarc.net

360° Sales CRM System | Customer relationship-management (Web Based)

More Related Content

What's hot

Similar to 360° Sales CRM System | Customer relationship-management (Web Based)

Recently uploaded

360° Sales CRM System | Customer relationship-management (Web Based)