Lera Technologies Prospects Resource Management
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Transcript of Lera Technologies Prospects Resource Management
Lera Technologies
In the world of business problem occurs when
services rely on huge database management. If you
have too many prospects at the lower end of the
spectrum – your sales team will be overwhelmed by
quantity and will miss out on the Quality! In short,
improved Prospects/Customer management is
considered to be Quintessential for businesses
worldwide .
Lera's PRM - “A remarkable solution for
e f f e c t i v e P r o s p e c t s R e s o u r c e
Management”.
Lera's PRM system is an innovative solution
designed for organizations to maintain the record of
efforts that staff has made during the sales &
marketing process. The detailed view of records
helps users to monitor prospects, referrals and
conversation history with consummate ease. The
statistical drill down capability for the reports
ensures management is in control of sales and
marketing activity – always, even on mobile.
PRM has been developed in collaboration with sales
and marketing teams expertise and has been
shaped by the needs of real users.
Lera's PRM is a powerful and cost effective web based application that helps you manage
and evaluate every phase of your business communication.
Prospects Management System
Your Customer
Management
Sales
Marketing
Services
Administrative Panel
?Add /Modify/Search/Delete user details.
?Search and view user's activity in a single
click.
?Restrict your authorized users by role
based permissions.
Contact Management
?Register and Centralize complete profile
of your “Prospect” in length with respect to
their contact details and their associated
communication history in a single click.
?Proper management control helps
Managers to view the list of prospects
generated by their subordinates/multiple
teams.
Task & Activity Management
?Accelerate your tasks and activities.
?Set reminders and record communication
history against each of your contacts.
?Deve lop marke t ing campa igns ,
distribution lists and events for better and
effective results.
?Save task or communication against a
record, such as notes from a telephone
call, correspondence and email.
?Manage plan of action such as profile to
be mailed, product demo's to be done,
Build lasting customer relationships across sales, marketing and customer service with an
affordable, easy-to-use PRM solution.
Prospects Management System
Assign access rights to the users
Sea rch P rospec t s based on Products, Services etc.
View the details of future call plan details based on the follow ups
View the prospects in database
Overview
Managerial Control/ Dash board and
Reporting
?Monitor the prospects engagement
activity by providing different reports such
as call reports, Comparison Reports,
Executive performance report, Sales
Report, Prospect Lost Report, etc.
?Sales report helps executive and his
supervisor to keep track of targets set,
each month, month after month.
?Prospect lost report helps in finding the
reason for loss of prospect
?This can help in deciding on product
features, discounts etc. as preferred by
customers.
Manage Lead handling & routing
?Manage and track your generated
Prospect/Customer.
?A data de-duplication process eliminates
duplicate records.
?Besides you can assign authorized user's
with definite number of leads, in order to
have effective routing.
Event Management
?Showcase your products & Services.
?Record any scheduled marketing activity
such as a seminar, workshop etc.
?Manage call plans and follow-up actions.
Lera’s PRM is cost effective and is built on contemporary technology that delivers
tremendous business value through easy integration with 3rd-party applications and Web
services.
Prospects Management System
View order status of Clients based on the cold call, web demo, proposal, closed etc
Create Prospect details like Company info, Key Executives Contact details etc based on the key verticals
View and modify the details of the prospect
Add Conve rsa t i on details
View recent and past conversation details with the client
Overview
Lera’s PRM enables management to generate various types of reports.
Prospects Report, Calls Report, Wrong Numbers, Daily Report, Country, Comparison Report, Favorite
Sales Process - Stage Location (SPSL), Last Call Conversation, Tasks Report
The following graphs represent the “Prospects generated in various industries”. Lera’s PRM System
allows viewing a single report in various formats like Pie2D, Pie3D, Bar2D, Line, Column2D, Column3D,
Donut2D, Donut3D, Grid and List.
Prospects Management System
?Manage People, Leads and Opportunities.
?Measure & Forecast Sales Success.
?Efficiently Track Customer Communication.
?Create & sustain successful relationships.
?Manage your products & services.
?Save time with distribution lists & email
broadcasting/campaigning .
?Plan & manage events.
Now your sales/on field teams can
update from anywhere anytime
through mobile, with our PRM mobile
application.
Reports
Benefits of Prospects Resource Management
Overview
Banking
Banking
10,000
BPO
BPO
Engineering Products
Engineering Products
Finance
Finance
Food and Beverages
Food and Beverages
Hedge Funds
Hedge Funds
IT
IT
Law Firms
Law Firms
Middle East Banks
Middle East Banks
Pharma
Pharma
Rubber Manufacturin
g Ind
Rubber Manufacturing Ind
8,000
6,000
4,000
2,000
0
Process Manufacturin
g Ind
Process Manufacturing Ind
Type of Flat
Type of Flat
ClassificationClassification
Next Planned Date
Current Conversation
Prospects Management System
Lera Technologies is a global IT Solutions and Services Company that offers
a wide array of solutions for especially for Banking and Financial Services.
Starting from providing solutions for Risk and Compliance, Business
Intelligence, Spend Data, Business Process Management, e learning to
implementing IT solutions for clients, Lera straddles this entire space. Our
innovative solutions deliver measurable value through increased process
efficiency thus helping businesses to take faster and better decisions.
About Us
Clientele
Contact Us
Lera Technologies Inc 146, Briar Lane,Norwich,Connecticut - 06360. Tel: +1 (646) 915 - 0640
Email: [email protected]
Lera Technologies229 Arc, Makarios,3rd Avenue, Meliza Court, 4th Floor, Limassol 3105.Cyprus.
Email: [email protected]
Lera TechnologiesPlot #1, New SBH Colony, West Marredpally, Secunderabad-26, India.
Tel: +91 40 27700000 Email: [email protected]
INDIAEUROPEUSA
www.leratechnologies.com