Eresource CRM is designed to automate manual processes for construction companies, allowing them to manage sales, track pipeline activity, and monitor job progress. The system features a dashboard for real-time insights, lead management tools, and comprehensive reporting capabilities. Overall, it aims to improve efficiency and enhance customer experience throughout various stages of the sales process.

1. 1
Construction CRM

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

5. 5
Questionnaries Display
According to category and related
the question and answer will be
displayed
Resulted Questions

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

10. 10
Sales Quotation
Apply Resources to multiple BOQ Items at one time.
Amount
Destributio
n
Related
Associate

11. 11
Sales Estimation
Detail
Quotation
Offer format
Add material

12. 12
Sales Order
Converting Order from Final Ammended Estimated.
Financial terms and
condition
Attachment of related
document

13. 13
Pendings
You can see all your pending leads,enquiry, Quotation, Order in this page.
Where the green colour indicate unseen transaction
View

14. 14
Report
You can see reports for Lead By Source,Lead by region,open sales performance,
activity log key performance indicator

15. 15
Sales Funnel (S.P.A.N.C.O. Model)
Suspect
Prospect
Approach
Close
Order

16. 16
Registered Office:
eresource Infotech Private Limited,
TMA House 1st floor, Road No. 16,
Plot No. 6,Wagle Estate ,Thane (West)
Tel: +91 22 41118000 to +91 22 41118050 (50 Lines)
www.eresourceerp.com | http://nfra.eresourceerp.com/
Dubai
P O Box 52034, Dubai UAE
Mobile Number: 0097155 9018499
Email: sn@eresourceinfotech.com