CloudMondo Intelligent CRM
Introduction
Customer Relationship Management (CRM) is a
business model that assists companies and
businesses in nurturing, maintenance and growth of
current and future customer relationships. Present
CRM methodologies involve using technology to
organize, automate and synchronize sales, marketing,
customer service and technical.

Many CRM systems are still built as if one-size-fits-all.
While it’s definitely better than having no CRM system
at all, we believe that approach is archaic in the
present scenario.

CloudMondo is a CRM system built for users in the
post-PC era. A CRM system accessible from
anywhere and through a user’s choice of CRM device.

We believe that each business has a unique
requirement and should be able to choose the
modules that would best help them achieve their
goals.
dashboard
Get a customizable overall view of
dashboard   all details, activities and
            opportunities with a customer.
customer
Get an overview of a particular customer,

customer      including past, present and future sales trends.
              Get detailed insight, opportunities to explore
   overview   and detailed interaction activities with key
              decision makers.
Find out about a customer’s
 customer            industry, revenue, region, city,
Know your customer   turnover and even interests etc.
Any additional information about the
 customer                customer? Customer information is
additional information   easily editable and upgradable
Detailed contact information of
  customer            each customer including the best
contact information   time to make a sales call.
Connect with each customer over a
customer      plethora of ways, including calling from
              within the app, email and/or social
   contacts   networks.
New customer / potential?
      customer           Add information into the database for
                         intelligent scanning to begin.
adding new opportunity
Find out possible sales opportunities
customer          with a particular customer based on
  possibilities   online behavior patterns.
Find out what will and wont work with a
customer         particular customer with a customized
                 list of out a list of sale probabilities.
 Opportunities
Enjoy useful and insightful reports. With our
    customer              intelligent CRM you’ll be able to quickly
                          identify the strengths and weaknesses in your
visualize your insights   workflow to improve sales performance.
Customize sales stages and invite other
customer           team members to collaborate on
                   current opportunities and share deals,
  sales activity   contacts, notes and tasks.
contacts
Your customers are the heart of your business, and

  contacts          it always help to save all their contact information
                    in one place and compose email contextually. This
                    will eliminate the need to hunt down conversation
contextual access   history related to contacts or deals
Choose from a list of suggestions from
  contacts          social media networks, and match
                    them with customer information.
add a new contact
Use the consolidated database
      contacts          to connect with the customer in
consolidated database   a multitude of ways
Get intelligent insights about
contacts         customer opportunities based
 Opportunities   on activity metrics
work out a communications strategy
       contacts          with each individual customer based
communication strategy   on generated intelligence
opportunities
make better business decisions
opportunities              with sales forecasting lists
 sales forecasting lists
the more information your enter, the
opportunities      more intelligent the system
       Edit Mode   becomes and adapts to your needs
Should you focus on closing deals in the later

opportunities       stage of your pipeline or fill the funnel at the
                    beginning? Intelligent forecasting provides
      forecasting   powerful insights to predict sales and meet
                    goals.
activities
Efficiently cut down on repetitive tasks
activities       with task automation. Create rules for
                 action-based tasks and reminders to
  action steps   automate business functions.
call us for a
      quote!
e info solutions private limited
           An ISO 9001:2008 company

Kolkata - Bangalore - Delhi - Chandigarh - Amritsar

        +91 99039 40000 | +91 9899005052
          +91 33 2282 7982 / 3838 /3839

            softdev@einfosolutions.in
             www.einfosolutions.in

CloudMondo Intelligent CRM

  • 1.
  • 2.
    Introduction Customer Relationship Management(CRM) is a business model that assists companies and businesses in nurturing, maintenance and growth of current and future customer relationships. Present CRM methodologies involve using technology to organize, automate and synchronize sales, marketing, customer service and technical. Many CRM systems are still built as if one-size-fits-all. While it’s definitely better than having no CRM system at all, we believe that approach is archaic in the present scenario. CloudMondo is a CRM system built for users in the post-PC era. A CRM system accessible from anywhere and through a user’s choice of CRM device. We believe that each business has a unique requirement and should be able to choose the modules that would best help them achieve their goals.
  • 3.
  • 4.
    Get a customizableoverall view of dashboard all details, activities and opportunities with a customer.
  • 5.
  • 6.
    Get an overviewof a particular customer, customer including past, present and future sales trends. Get detailed insight, opportunities to explore overview and detailed interaction activities with key decision makers.
  • 7.
    Find out abouta customer’s customer industry, revenue, region, city, Know your customer turnover and even interests etc.
  • 8.
    Any additional informationabout the customer customer? Customer information is additional information easily editable and upgradable
  • 9.
    Detailed contact informationof customer each customer including the best contact information time to make a sales call.
  • 10.
    Connect with eachcustomer over a customer plethora of ways, including calling from within the app, email and/or social contacts networks.
  • 11.
    New customer /potential? customer Add information into the database for intelligent scanning to begin. adding new opportunity
  • 12.
    Find out possiblesales opportunities customer with a particular customer based on possibilities online behavior patterns.
  • 13.
    Find out whatwill and wont work with a customer particular customer with a customized list of out a list of sale probabilities. Opportunities
  • 14.
    Enjoy useful andinsightful reports. With our customer intelligent CRM you’ll be able to quickly identify the strengths and weaknesses in your visualize your insights workflow to improve sales performance.
  • 15.
    Customize sales stagesand invite other customer team members to collaborate on current opportunities and share deals, sales activity contacts, notes and tasks.
  • 16.
  • 17.
    Your customers arethe heart of your business, and contacts it always help to save all their contact information in one place and compose email contextually. This will eliminate the need to hunt down conversation contextual access history related to contacts or deals
  • 18.
    Choose from alist of suggestions from contacts social media networks, and match them with customer information. add a new contact
  • 19.
    Use the consolidateddatabase contacts to connect with the customer in consolidated database a multitude of ways
  • 20.
    Get intelligent insightsabout contacts customer opportunities based Opportunities on activity metrics
  • 21.
    work out acommunications strategy contacts with each individual customer based communication strategy on generated intelligence
  • 22.
  • 23.
    make better businessdecisions opportunities with sales forecasting lists sales forecasting lists
  • 24.
    the more informationyour enter, the opportunities more intelligent the system Edit Mode becomes and adapts to your needs
  • 25.
    Should you focuson closing deals in the later opportunities stage of your pipeline or fill the funnel at the beginning? Intelligent forecasting provides forecasting powerful insights to predict sales and meet goals.
  • 26.
  • 27.
    Efficiently cut downon repetitive tasks activities with task automation. Create rules for action-based tasks and reminders to action steps automate business functions.
  • 28.
    call us fora quote!
  • 29.
    e info solutionsprivate limited An ISO 9001:2008 company Kolkata - Bangalore - Delhi - Chandigarh - Amritsar +91 99039 40000 | +91 9899005052 +91 33 2282 7982 / 3838 /3839 softdev@einfosolutions.in www.einfosolutions.in