CRM Infrastructure.ppt

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

:

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]