USM Account Manager | USM Lead Manager | USM Support Manager | USM HR Manager | Business Management Software | Lead Tracking Software | 2 Level Lead Tracking

1. UNIFIED SME MANAGER-USM ERP
Overview
SUCCESSFULLY IMPLEMENTED WITH ALL SIZE
OF BUSINESS FROM 1-200 EMPLOYEES

2. USM as a Right Tool for Business Growth
 USM as a Business Automation
 USM as a Cost Reducer
 USM as a Trust Enhancer
 USM as a Process Simplifier
 USM as Growth Multiplier

3. USM Implemented Enterprise
USM-Account Manager
USM-Lead Manager
USM-Support Manager
USM- HR Manager
USM ERP
Business Automation
Cost Effective
Trust at Work Place
Simplification
Customer Satisfaction
Team Satisfaction
Sales Growth
Higher Profit

4. Unified SME Manager- USM ERP
Managed &
Productive
Enterprise
USM-Account Manager
USM-Lead Manager
USM-Support Manager
USM- HR Manager
USM ERP
Cost Effective
Secure
User Friendly
High Quality & Trust
Worthy

5. USM as a Business Automation
Every business leader dreams to automate most of the processes &
systems in order to minimize operational cost & maximize customer
satisfaction.
USM Reported Benefits -
 Increase in customer satisfaction
 Informative customer relations
 Minimizes operational cost
 Error free & fast processing.
 Simplify Business Operation
USM automates business in the following ways-
 Auto Communication with Customer
 Auto Management of Business Processes

6. USM as a Business Automation
 Auto Communication with Customers
 Auto daily SMS & Email alerts/updates to the company’s decision
maker regarding Sales, Expenses, Credit & Debit payments.
 Auto SMS alerts to thank customer after receiving payments
 Auto Email alerts to customer as a payment reminder if payment is
not received by set due date.
 Auto SMS & Email alerts to greet prospect/lead who enquires about
products /Services.
 Auto email preset welcome letter to prospect/lead at the time of
conversion of lead & becoming company’s valuable customer.
 Auto SMS & email alerts to customers at opening new ticket &
closing of the same.
 Auto Email Alerts to customers to update monthly summary of
support tickets.

7. USM as a Business Automation
 Auto Management of Business Processes
 Auto management of customer Invoices & Pro-forma Invoices
 Auto management of Employee salary slips
 Auto calculation of Profit & Loss statement
 Auto completion of company’s Balance sheet
 Auto presentation with sales/services &expenses charts
 Auto presentation of Profit/Loss charts
 Auto generation of analytical & management reports
 Auto Management of Product Inventory
 Auto generation & management of quotations
 Auto calculation of conversion rate by various means like demography, Sales
Executives, Lead Source, Product/Service etc.
 Auto analysis of reported support tickets to support desk.
 Auto analysis of support team performance.

8. USM as a Cost Reducer
Unified SME Manager reduces operational cost
manifold & makes daily business activities error
free, fast & simple.
1. USM reduces no. of employees
2. USM reduces paper work
3. USM reduces chances of error
4. USM reduces task completion time
5. USM reduces communication gap in teams & with
managers

9. USM as a Trust Enhancer
USM enhances trust within the team & Managers-
 Due to transparency in the work & activity logs
availability develop trust in the team & managers.
 Each log is shared in the vertical up to 3 level.
 Companies decision maker or owner can monitor
daily task anywhere at any time.
“Trust is directly proportional to Growth”

10. USM as a Process Simplifier
 USM brings favorable business productivity &
outcome of the Business. Processes become simple
when all individual in the company follows same
platform with same protocol.
 Being user friendly interface, All people on the USM
speak same language in the same way.
“Simplification increases productivity & reduces time”

11. USM as a Growth Multiplier
Growth is a combination of various factors-
Company
Business
Growth
USM-Account Manager
USM-Lead Manager
USM-Support Manager
USM- HR Manager
USM ERP
Business Automation
Cost Effective
Trust at Work Place
Simplification

12. USM with Enterprise
USM is being used by-
 Trading Companies
 IT Companies
 Advertising Companies(Print & Digital Media)
 Tour & Travels Business
 E-Commerce Companies
 Chartered Accountants (CA)
 Real Estate Developers & Builders
 Real Estate Consultants
 NGOs

13. USM with Enterprise
 USM has been developed with all possible business suits which are being
used in Indian Enterprises.
 USM Team is working on up gradation building common platform that can be
suitable for all Asian companies with their currency type & their respective
government business protocols.
 USM has been appreciated by many enterprises in India & has trusted
Network of Business Partners as a distributional Channel so that each customer
can have USM representative in their area for better support & Understanding.

14. USM-Account Manager with Enterprise
Sales/service Purchase Bills Expenses
Payroll (Salary)
Management
Manage Account Notes Statement of
Profit/Loss
Balance Sheet Banking Logs Available Borrowings
Management
Product Inventory
Management
Business Analytical
Reports
CA Audit Reports
Daily SMS & Email
Alerts
Payment Update by
SMS
Over Due Alerts by
email
Generate Invoices Generate Salary Slip Generate Pro-Forma
Invoices
Product / Service
Management
Taxation 45+ Account Reports
Customer Management Vendor Management Employee Management

15. USM-Account Manager with Enterprise
 USM Account Manager covers all account functions including
Profit/Loss Statement & Balance sheet automatically along
with account notes.
 USM is full of all billing functions including Service Tax,
Taxation, Discounts & Sale Tax.
 Invoice & Pro-Forma Invoice can be generated in a single click
& Store for downloading anywhere at any time.
 USM generates more than 45+ reports for analysis
 USM provides Account Audit option for Chartered Accountants
to cross verify all transaction payments with respective account
heads.
 USM provides Compete Inventory management option.

16. USM-Lead Manager with Enterprise
Add Lead Manually Add Lead by Missed
call
Set SMS Reminder to
follow up Date
Every Lead Follow up
History
Lead Tracking history Lead Assigning Option
3 Level Management Generate Quotation Mail quote from USM
Auto Lead Welcome
SMS
Auto Lead Welcome
Mail
After Conversion auto
transfer in USM-account
Vertical wise
management
Send mail to lead list
or all leads
Product/service
Categories
Supports multiple users Analytical Reports Click-to-Call Option
Save/Print/mail Quote

17. USM-Lead Manager with Enterprise
 USM Lead Manager tracks each & every Lead with text
history available online & accessible from any where at any
time.
 3 Level Enterprise Management.
 Auto greet SMS & Email to enquirer
 USM Lead Manager alerts by SMS alerts with details of follow
up scheduled on the date.
 Manage prospects & Leads with detailed information & status
of follow up.
 Generates more than 15+ reports for analysis
 Generates 3 type of quotation based on requirements.
 Provides Product & Service management option.

18. USM -3 Level Lead Tracking & Management
Sales
Manager
Marketing
Manager
Relationship
Manager
Branch
Manager
SE SE
SE SE SE
SE
SE
SE
SE
SE
SE
SE
SE
SE
Level-1
Level-2
Level-3SE- Sales Executive/Executive/Relationship Executive
Level-2 can have n-number of Manager & Team Leaders
Level-3 can have n-number of executives under a manager
Business Head/
CEO/CMO

19. USM Accounts vs Tally Accounts
Today‟s Enterprise Accounts Needs USM Tally
Compatible for all type of Enterprise Business YES YES
Fear of Loosing Data in the Hard Disk NO YES
Online – Manage any where any time YES NO
Invoice in generated & store for future use YES NO
Auto SMS & Alerts to customers YES NO
Daily Auto SMS & Email alerts to Owners YES NO
No special Training required NO YES
Can be managed by anybody YES NO
Customer Management YES NO
Accounts reports YES NO
Business Performance, Profit Loss, Balance sheet available any
time any where
YES NO

20. USM Lead Manager vs Excel/Diary
Today‟s Enterprise Sales Needs USM EXCEL
Lead Management YES YES
Greet SMS & Email to enquirer YES NO
Each Lead Tracking Logs records YES NO
Conversion Rate Calculation automatically with all aspects YES NO
3 Level Tacking monitoring any where at any time YES NO
Generate standard quotation & store to download/mail at any
time any where
YES NO
Auto generation of various analytical Reports YES NO
Auto bar chart & pai chart presentation of conversion rate YES NO
Auto reminder SMS for follow ups YES NO
Transparency within the team due to unique sales system YES NO

21. Get Started
Optimize
Reform
High Growth & Managed Business
USM Journey with Enterprise Business

22. Thanks for your understanding.
Unified SME Manager-USM ERP
Hit the iron when it „s hot