CRM Infrastructure
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Transcript of CRM Infrastructure
Infrastructure CRM
eresource CRM for Infrastructure For real estate and infrastructure industry, it is very important to create, manage and retain the client base. Creating database of prospective customers, following up with them, managing the entire marketing and sales cycle are key activities which if not managederesource CRM for Infrastructure helps to achieve all the expectations
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Features Of eresource CRMSales and Negotiation Bible
Questionnaries Master Questionnaries Display
Followup ListSales
Sales LeadOrder Management
Sales Enquiry Sales Quotation
Sales OrderPending 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
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
Questionnaries DisplayAccording to category and related the question and answer will be
displayed
Resulted Questions
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.
Sales LeadIt 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
Sales EnquiryThe 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
Sales Enquiry (Client Detail Tag)Where you will have the complete information of client, consultant details
Client Details
Consultant Details
Sales QuotationApply Resources to multiple BOQ Items at one time.
Amount Destribution
Related Associate
Sales Estimation
Detail Quotation
Offer format
Add material
Sales OrderConverting Order from Final Ammended Estimated.
Financial terms and condition Attachment of related document
PendingsYou can see all your pending leads,enquiry, Quotation, Order in this page. Where the green colour indicate unseen transaction
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: [email protected]