customer relationship management erp software-eresource nfra erp
DESCRIPTION
\n\n\nCRM module in eresource nfra ERP helps you to streamline customer communication which can establish long time relationship. For details:http://nfra.eresourceerp.com/CRM.html - PowerPoint PPT PresentationTRANSCRIPT
1
Construction CRM
2
eresource Construction CRM eresource CRM enables construction companies to automate many manual
processes and track all building projects by location, type and sector.
1. eresource CRM manages:
t sales processrack pipeline activity control job progress
engineers, contractors construction suppliers architects
3. Saves time and improves customer experience.
3
Sales 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
Features Of eresource CRM
4
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
5
Questionnaries DisplayAccording to category and related the question and answer will be
displayed
Resulted Questions
6
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.
7
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
8
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
9
Sales Enquiry (Client Detail Tag)Where you will have the complete information of client, consultant details
Client Details
Consultant Details
10
Sales QuotationApply Resources to multiple BOQ Items at one time.
Amount Destributio
n
Related Associate
11
Sales Estimation
Detail Quotation
Offer formatAdd material
12
Sales OrderConverting Order from Final Ammended Estimated.
Financial terms and condition
Attachment of related document
13
PendingsYou can see all your pending leads,enquiry, Quotation, Order in this page. Where the green colour indicate unseen transaction
View
14
ReportYou can see reports for Lead By Source,Lead by region,open sales performance,activity log key performance indicator
15
Sales Funnel (S.P.A.N.C.O. Model)
Suspect
Prospect
Approach
Close
Order
16
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]