Tally.ERP9 CRM Module Tally.CRM by YENNES Infotec

For Sales Marketing Customer Service Employee productivity

CRM MODULE – Tally.ERP9

Why to choose YENNES ? YENNES Infotec (P) Limited is a prominent Tally solutions provider offering high quality services for

companies and organizations of every size and stature from various parts of the world. With in-depth knowledge and understanding of the Tally products along with the best business practices and technical knowhow, we are able to offer the most effective Tally solutions to our prestigious clients.

YENNES Infotec (P) Limited was established in the year 1994 and has a glorious history of serving its clients with the most profitable solutions since its inception. Today, YENNES Infotec (P) Limited has its branches in multiple locations, including Puducherry and Madurai in Tamil Nadu, and has emerged as an Authorized Master Tally Partner in Tamil Nadu.

YENNES also works as a highly specialized Tally Service Partner, Integrator. The core strength of the company lies in its 42 member team of professionals that strives best for supporting the clients in the most efficient way.

The latest version of Tally launched by Tally Solutions Pvt. Ltd. is the Tally ERP.9, which encapsulates the capacity of a high quality accounting software as well as an inventory management application in its span. The latest version can be highly effective to support effective decision making. It can also reduce costs and improve productivity significantly. We, at YENNES, hold the best knowledge about installation and deployment of the software to help our clients reap the best benefits of this high end version.

Our Mission

 “We look to enhance the business of our clients by implementing robust technology driven solutions and by developing a sustainable long term relationship with our clients to ensure that we share mutual growth and benefits” SERVICES OFFERED BY YENNES

YENNES has stood tall in this highly competitive market through its efficient solutions which are dependable and centered towards meeting the client needs.Currently, YENNES offers the following services:Tally SupportTally SalesTally ImplementationTally CustomizationTally Training Through its high end service, the company has set its footprint in the global business world.

Clients

What is CRM ?Customer relationship management (CRM) is a term that refers to practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth.

CRM systems are designed to compile information on customers across different channels -- or points of contact between the customer and the company – also direct mail, marketing materials and social media. CRM systems can also give customer-facing staff detailed information on customers' personal information, purchase history, buying preferences and concerns.

Why to choose Tally ?The Complete Business Management Solution

At Tally, we have a hard-earned reputation for empowering businesses with stable, effective software products. Tally.ERP 9 has all the features required for high-performance business management.

You bank and pay utility bills from home, why not do your business transactions? Or call up a stock status report and print a copy from wherever you are? Tally.ERP 9 has been designed with you in mind. Powerful connectivity makes information available with your staff, CA and other professionals, round-the-clock, in any place. It's also quick to install and allows incremental implementation-a novel capability that lets you activate just as many of its functions when required, even across locations.

With Trusted Remote Access, Audit & Compliance Services, an Integrated Support Centre and Security management, all focused on delivering peace of mind to You. It is a complete product that retains its original simplicity yet offers comprehensive business functionalities such as Accounting, Finance, Inventory, Sales, Purchase, Point of Sales, Manufacturing, Costing, Job Costing, Payroll and Branch Management along with capabilities like Statutory Processes, excise etc. Whatever the demands, Tally ERP 9 makes life a lot easier. With an ideal combination of function, control and customisability built in, Tally.ERP 9 permits business owners and their associates to do more.

The product is supported on Windows operating system; on Windows XP and above.

Advantages :

• Powerful remote capabilities that boost collaboration • Easy to find qualified personnel • Easy to customise• Low cost of ownership via quick implementation, Tally Integrator, Support Centre...

Tally CRM –An Overview

CRM Structure

Efficient Accounts Management• Simple voucher entries and auto updation of the same in the reports

and total calculations• Provides a very simple platform to operate with even basic

accounting knowledge.• Effective accounts management ensures that all statutory

compliances are up to date. • Easy monitoring and management of receivables and payables. • Group and Individual Company performance reports

Uniqueness Addressed:

“Multiple Entities under the same roof.”“Greyness (Ambiguity) in transactions.”

Generate Consolidated Single Billing Statement

Department-wise transactions and expenses consolidated into one common system.

Generate single bills from transactions performed in multiple departments

Reduce Computation TimeRecord and track bills and payments with ease.

Customer ManagementCustomer Profile (Complete details with your Business specifications)

Call Booking

Call completion & status

Customer Call History & Expiry details

Department Transactions (Employee Productivity, Quotations, Bills, Collections,

Daily Activity, Customer Call History)

Auto Alerts (Email & SMS)

Quotations

Sales

Collections All transactions linked with Executives

Multiple Tasks

Employee Reports

Track Employee Productivity

Employee Daily Activity

Team Performance

Call Status

Employee Target Reports

Leave Management – with approval

Loan Management – with approval

Lead Management System

Get Relief from paper worksGet information with ina seconds

E-StatementsAutomatic Email on call booking

Feed backs on calls completion

SMS Alerts (Receipts , Call booking & etc)

Call summary (Periodically)

Reminders

Employee Leave & Loan

Why Tally.ERP 9? • Tally.ERP 9 with its numerous built in capabilities

and functionalities is flexible enough to adapt to rapidly evolving business processes.

• Features can be implemented as your business grows

• Solutions can be designed, developed, deployed and implemented within a short span of time

• Solutions can be implemented incrementally• Interface with other business applications • Easily Maintainable with Limited Resources• Trusted and Value for money

Tally.ERP 9 is an enterprise platform that is designed to meet the challenges of growth

Customisability

Implementability

Supportability

Flexibility

Scalability

Integrate-ability

Tally.ERP 9

Core Functionality

Tally.NET Services

Tally.ERP 9 - The Technology Behind• 3 tier architecture which provides immense

flexibility• Native Scripting Language - Tally Definition

Language (TDL)• Inbuilt Object Oriented Database

Management System (OODBMS)

Benefits:• Robust and reliable engine• Very small foot print• No additional third party licenses are required• Low hardware infrastructure requirement

Tally.ERP 9 keeps the user insulated from and yet provides the technological strength

Tally.ERP 9 - Implementation of FeaturesTally.ERP 9 provides immense flexibility in the way it is deployed and implemented forvarious business scenarios and geographies.

Self implement Tally.ERP 9 based on business requirements and get started

Flexibility to implement additional features at any time during the financial year

Implement as per the special needs of your business entities

Existing reports and forms can be customised

New reports, processes and functions can be built

Industry / vertical specific solutions can be developed to address specific segments like Distribution, Construction, Automobile...

Building Business specific solutions on Tally.ERP 9

Tally.ERP 9 is designed to provide and support customised & extended solutions that will add new functionality, business processes and operations. Hence, if you require customisations, Tally.ERP 9 is extendable.

Smart Card Integration

Bio-Matric Attendance Integration

Data Integration to Tally

Also you can integrate data to Tally from Existing Software

Thank You!

Email : [email protected] Web : www.yennes.com