enterprise grade crm on cloud

http://www.effiasoft.com/cloud-crm.aspx |1 | P a g e

www.efffiasoft.com

TAKE YOUR BUSINESS TO THE NEXT LEVEL

WITH EFFIASOFT’S

Enterprise Grade CRM on Cloud

Customer Relationship Management

A comprehensive, easy-to-use, customizable and integrated

solution suite that addresses the information requirements to grow your business


Sin

gle

inte

gra

ted

ap

plic

atio

n f

or

yo

ur

CR

M n

ee

ds


WORK ANYWHERE:

With the cloud enabled ERP solution,

manage your business on the go from your

smartphone, tablet, laptop or desktop.

Seamlessly glide through your business with

the world class Microsoft Windows Azure

Cloud infrastructure.

SAVE MONEY&TIME:

No more cumbersome hardware or software

licenses to worry about. Conveniently pay per

use like your internet connection. Effia ERP

comes to your respite with its holistic

approach in contrast to the traditional ERP

modules.

SECURE & BACKUP: Abating the concerns regarding safety of

your data, all the data in Effia cloud ERP is

backed up in multiple datacenters. In

addition all the communication with our

servers is encrypted.

AMAZING CUSTOMER

SUPPORT: Get all your queries answered with our 24x7

live support portal. Else place a call and have

all your doubts clarified by our highly talented

technical expert team.


CUSTOMER RELATIONSHIP MANAGEMENT

Effia

CRM

Market research and

Branding

Opportunities and Sales

Social Relationship

Productivity tools

Project management

and Budgeting

Customer support

Customer survey

Risk Assessment

Analytics

Mobile App solution


SALES AND MARKETING

Effia CRM module creates sales automation by managing intelligence to save time and close

deals. Reinforce lead generation, alienate sales and convert effectiveness to measurable metrics.

Retain master data integrity with single framework.

Conduct market research and trend analysis based on various publicly available data sources,

news feeds integrated with the CRM tool.

Get the insights of the competitors and customers from their press releases and digital news

channels for better strategic decisions.

Create and organize multiple levels and groups of contact and accounts based on loyalty or

relationship values or service level agreements.

Create and send emails to the relevant groups of leads and customers and propel them in the

direction of building increasingly successful future campaigns. Formulate efficient promotional

strategies and successfully convert leads to customers.

Use the surveys tool in the CRM system to conduct market research and track the ever

changing customer need. A thorough understanding of customer needs helps in meeting their

expectations better and nourishing successful business relations.

Access entire history of interaction for a customer and incorporate it for effective

communication during interim of after sales service or repeat business opportunities.

SOCIAL RELATIONSHIP MANAGEMENT

Bring social intelligence to your sales process and gain insights from popular social media platform

like Facebook, Twitter, LinkedIn, YouTube from right within the CRM System. Create effective

marketing campaigns.

With integration to popular social media sites such as Facebook, Twitter, LinkedIn, YouTube and

the provision of extending it to other PR houses, news feeds etc. pitch your product to the right

target audience and gain a competitive edge.

Be attuned to customer’s needs and tailor your products to cater the same.

Update news items in real time on the various social media platform and PR houses thus

reducing manual effort and information integrity.

From within the system be empowered to track the popularity, like/dislike on published news

items, campaigns or articles on social media.


Find out more leads and opportunities from the groups and discussions on the social media

platform

Synchronize all contacts and accounts between CRM system and Social Media and Email

Contacts. Hence, easy to search and maintain all the business partners from one single

platform.

PRODUCTIVITY TOOLS

Using the Leads and Customer management tool, set alerts and reminders for follow ups and

call to notify users on their dashboard and work list.

Use the calendar and schedulers to create, assign, and manage tasks, events, appointments or

calls associated with opportunities, customers, cases or other records.

Set calendar visibility between employees and managers, and configure event alerts in forms of

email notifications and/or work list view in the dashboard. With a common calendar for the

entire organization avert assigning meeting with a same client by different groups at a same

time.

System to show all the history of previous transactions and calls related to a contact or account

before user is creating a new transaction for the same customer regardless of the country or

region the user is based on, so to have the information integrity across organization and

customer would also receive consistent information from One Enterprise.

Integrated email client with the CRM system enables users to communicate with internal

contacts or external contacts from within the business context with supporting data and

documents. Also it enables to synchronize and maintain all contacts and inbox between Email

server, smart phones and CRM application.

Improve productivity using the dashboard alerts, reminders and user’s relevant analytics.

PROJECT MANAGEMENT AND BUDGETING

Empowered with feature rich Effia ERP Project Management Solution, automate the project

management cycle with its versatile set of tools and techniques tailored to meet lenders

expectation and beyond. Avail complete integration with sales, procurement and finance.


PROJECT PLANNING

Plan customer oriented projects with the project budgeting tool and milestones. Get the resources

from the relevant resource pool with the co-ordination of HR/SDC Manager.

As the project advances, use the comment system and file attachment to keep everything

together.

EVENT MANAGEMENT

Use the calendar and schedulers to create, assign, and manage tasks and events associated with

opportunities, customers, cases, or other records.

Set calendar visibility between employees and managers, and configure event alerts in forms of

email notifications and/or worklist view in the dashboard.

DOCUMENT MANAGEMENT

Store and organize files using document management system.

Associate files with opportunities, projects, or other records.

ACCESS CONTROL

Control the organizational hierarchy and team structures to determine who can access various

CRM areas and view, edit, and delete records.

CUSTOMER SUPPORT

Professionalize the customer experience by providing them access to a tailored customer portal.

Use it to maintain a channel of communication and to share records and files. Enable customers to

submit customer service requests through the portal for more professional case management.

Hence improve customer satisfaction and keep costs under control.

With dedicated customer portal allow customers to submit service requests regarding the

various issues and grievances on-line. Handle case management in a professional manner.

Benefit from a direct and integrated line of communication to the customer using the portal.

Ensure accelerated remedy of customer grievances or requests to imbibe trust and nurture

customer relationships.

End customers or support executives can also escalate any issue to the respective higher

management in case of non-progress.


Prioritize customer service requests according to severity and resolve them in conformance of

the same.

Support executives can manage their service request queue and backlog with all the previous

history, communication and the documents from a single place. Whereas Support manager

can monitor the queue and backlog movement for his team and performances.

Automatic email notification to be sent to the customer and support executive whenever there

is some update on the service request. Similarly, notification would be sent by the system

automatically to the escalation manager or to the customer account manager to perform

quick action to increase customer satisfaction and service recovery.

Common cases and queries can be converted as FAQ (frequently asked question) to share in

the customer portal to help them in gaining knowledge and to enable them to have self-service

for the commonly queries and concerns.

With facility to conduct customer satisfaction survey stay in tune to customers complaints and

issues and accomplish to assuage the same.

Propagate accurate customer information to each point of contact in a time effective manner

using internal or external communication tools.

Get real feedback from customers to measure service and quality delivered, and utilize this

information for your benefit, to further improve customer satisfaction.

CUSTOMER SURVEY

Conduct periodic customer surveys and receive real time feedback to measure effectiveness

of service delivered.

Surveys can be designed focusing on a group target customers or for all categories of

customers in general.

Create and generate reports and analytics based on the survey results to gain useful insights,

and use it to improve product and service quality.

The surveys can be exported from the system to other meaningful formats like PDF, XLS, WORD

or XML.

RISK ASSESSMENT


Perform risk assessment of customers equipped with the Governance, Risk and Compliance

(GRC) tools and periodically review or update it.

Mitigate the risk of losing business from a customer based on the analysis of past performance

data and service delivery information.

Analyze and forecast ROI against the customer acquisition cost

Measure the chances of winning a deal with a customer based on the past performance and

market analysis.

Ensure all the social and legal norms are being followed by customer organization.

Get a view of your customer’s ability to pay on time based on previous transaction history

Collect background verification and credit reports of your customers to understand their

business practice and past vendor relationships and measure the risk associated in your

relationship with the customer.

ANALYTICS

Monitor & measure key metrics across the business units. Increase productivity, accelerate sales

cycles and reduce surprises. Analyze performances for each SDC or business unit.

No programming knowledge is required to design and create custom reports. User can save

any report as template for future use or email the same as an automatic PDF attachment to

any recipient.

Improve business decision making with cluster of useful information at your disposal. Use business

intelligence to perceive data in a graphical form thus allowing the user to identify and analyze

trends, compare data etc.

MOBILE APP SOLUTION

With the native mobile apps, turn your iPhone, iPad, Android or Windows mobile device into a

portable sales office.

You can collaborate across teams in real-time from anywhere or log calls, respond to hot leads,

work on opportunities, or check dashboards no matter where you are. Monitor & measure key

metrics across your business units.


FEATURES

Mobile app

Avail Effia ERP Mobile App

on Android, IOS and

Windows mobile devices to

control over business, and

analytics enables you to

take the right decision at

the right time from

anywhere.

Enterprise grade ERP

Available on cloud as SaaS.

Convenient pay-per-use

model. Enabling business

managers to control their

business, from anywhere

anytime, using any device.

Customization

Quick customization and

personalization to meet the

organizational needs,

hence enabling rapid

implementation.

Easy Integration

Integrate legacy/on-

premise or other cloud

application with our ERP

Application.

Multi-language

Support more than 18

global languages and easily

can be extended for any

other global or local

languages.

Business intelligence

Integrated BI and runtime

custom reporting without

any programming

knowledge.

Windows Azure or

Amazon Web Services

Best and secure IT

infrastructure from Microsoft

Windows Azure cloud or

Amazon Web Services, is

your choice.

Social relationship

Integrated social media

platform with Facebook,

Twitter and YouTube for

sales and marketing.

Business

networking

Real time collaboration of

information exchange using

our integrated portals for all

the stake holders such as

suppliers, customers,

partners and agents.


DEPLOYMENT OPTIONS

PUBLIC CLOUD PRIVATE CLOUD ON-PREMISE Our public cloud provides

hardware and ERP for your

organization over the

internet.

Our private ERP cloud

solution is deployed at our

data center dedicated for

your organization.

Prefer to have the

software and your data in-

house, opt for our on

premise service.

SHARED SERVER

DEDICATED DATABASE

AVAILABLE ON MONTHLY

SUBSCRIPTION BASIS

PAY AS YOU USE

CUSTOMIZATION

SUPPORTED

DEDICATED SERVER

DEDICATED DATABASE

AVAILABLE ON MONTHLY

SUBSCRIPTION BASIS

PAY AS YOU USE

CUSTOMIZATION

SUPPORTED

DEDICATED ACCOUNT

MANAGER

DEDICATED SERVER

DEDICATED DATABASE

AVAILABLE ON ONE TIME

LICENSING MODEL

ONE TIME PAY

CUSTOMIZATION

SUPPORTED

DEDICATED ACCOUNT

MANAGER

AFFORDABLE ONSITE

SUPPORT

MANAGED SERVICES

OFFERED ON DEMAND


CONTACT US

ADDRESS

EffiaSoft Private Limited

2nd floor, Ravila Regency, Plot-9, NH-9,

Madinaguda

Landmark: Above Laasya, opposite to Pranam

Hospital

Hyderabad, Andhra Pradesh - 500049, India

PHONE

+91 40 40404030

+91 9160035123

E-MAIL

[email protected]

WEBSITE

www.effiasoft.com

SOCIAL PROFILE

www.youtube.com/user/EffiaSoft

www.linkedin.com/company/effiasoft

www.facebook.com/EffiaSoft

www.twitter.com/effiasoft

Effiasoft with the vision

to change the

perception about

ERP, is a leader on

cloud and mobile ERP

for SME. We provide

integrated and end-

to-end business

solution, be it

Customer

Relationship, Supply

Chain, Manufacturing

Planning, Finance or

Human Resource

management, all

under single platform

to enable you to take

the right decision at

the right time.

Effiasoft, a NASSCOM

listed company is also

recognized and

supported by global

industry leaders like

Microsoft and IBM.

mailto:[email protected]

http://www.effiasoft.com/

http://www.youtube.com/user/EffiaSoft

http://www.linkedin.com/company/effiasoft

http://www.facebook.com/EffiaSoft

http://www.twitter.com/effiasoft

enterprise grade crm on cloud

Software

g e sales

business http

crm system

crm tool

crm needs http

social relationship

g e work

effia cloud erp