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CRM Solution ( Customer Relationship Management Solution ) |
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| Offer CRM Solution, CRM Software, Customer Relationship Management Solution, CRM Software Development, Customized Customer Relationship Management, Customer Relations Management |
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CRM Solution The design and development of our software is based on the premise that software is developed to automate or streamline business process and not the different departments or personnel working within those departments. Below details of our CRM software. We have categorized our software into the below components, modules.
- Customer Management Module
- Partner Management Module
- Online Store and Online Self service
- Reporting Module
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Customer Management Module |
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Customer Relations Management (CRM) is not an independent module, but the logical view of all customer and prospect related activities. Customer management functions are an integrated part of the business process. |
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Lead and Activity Tracking |
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Our software supports the following types of requests Information - (un)structured requests from web or email sources
- Service - structured request to perform a service at a given time & place.
- Charge - structured request to reimburse costs.
- Account - structured request concerning a particular customer or vendor order, shipment, invoice or payment.
- Warranty - structured request concerning a product or service issue.
- Help - structured customer service request.
Depending on the type, the request can be automatically converted to a target document (offer, order, invoice). A confirmation email with tracking number can be sent manually or automatically. Requests can be be assigned to particular system users
With the tracking number, the creator can update information. Management facilities ensure timely response and closure. Requests can also be generated based on the account status (date last sale, overdue payment, etc.) for customer service or sales to follow up. |
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Marketing Campaign Management |
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Customer retention is a crucial mission for every company. Our software supports this by creating mailings or requests for the (tele) sales force to follow up. Criteria for campaign could be last sale, sales volume, products purchased, etc.
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To attract new customers, addresses of prospects can be imported for mailings or requests for the (tele) sales force to follow up.
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The effectiveness of marketing campaigns can be measured by the revenue or gross
profit generated.
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Customer Profitability Analysis |
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You can report on revenue and gross profit of specific customers or customer groups over a period of time. |
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Self Service Online Inquiry |
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All business partner contacts can be enabled to view their information and status. They then can create information or account request to initiate follow ups ... or pay open items. |
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Partner Management Module |
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Partner Management links different clients to each other allowing them to manage lead distribution, service requests collateral distribution and marketing expenses. It also allows to provide (centralized) services. |
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Relationship Management Across Servers |
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Basically, Partner Relations Management provides Customer Relations Management functionality across different clients/companies. For not connected Partners information is tracked via a web interface. The module exchanges the requests automatically for connected Partners.
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Lead Distribution and Tracking |
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Create leads and distribute them to your partners. You can follow up and monitor progress and results. |
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Marketing Expense Accounting |
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Enable your partners to create charge invoices directly. |
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Collateral Ordering |
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Enable your partners to order collaterals automatically. |
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Customer Service Requests & Warranty Requests |
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Initiate and follow up Service Requests and manage warranty requests. |
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Shared Services |
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Provide Services for your Partners (Accounting, Help desk, Shipping, ...). As a Service Provider, you get access to just the information, you need for your tasks - but across organizations and clients, so that you can do your job effectively. |
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Centrally Maintained Information |
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For your partners, you can maintain central data like Products, Price Lists or Accounting Information. Partners can add additional entities, but cannot change the central maintained elements for consistency (details). |
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Online Store and Online Self service |
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Our Web Store Module provides all you need to run your web presence. The information is shared with the standard application, so no synchronization or extra integration work is required. The web store components can be customized to the
look-and-feel of your web site. |
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Online Product Catalog |
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- View and search the your product catalog. Product images can be displayed, if the product has an image attachment. You can restrict the products available on the web.
- You can define (multiple) hierarchies to limit product selection. You can also search by Product Category or Product Attributes
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Online Pricing and Availability |
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You can choose, if you want to show product availability (either as "available" or the actual quantity). If the user is logged in as a Business Partner Contact with a specific price list, these prices are shown; Otherwise the default price list is shown. |
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Online Sales Transactions |
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- Add items to the Shopping Basket via the Product Catalog or web form request. You can change quantity or delete items.
- When checking out, you can make it mandatory to sign in to retrieve stored customer information. For the Confirmation, applicable shipping costs and tax is calculated. The payment information is entered or confirmed. Currently, the VeriSign payment processor is supported. Before submitting you can verify the credit card number for data entry errors.
- After receiving the payment confirmation, the order is created and the receipt is displayed. Optionally an email can be sent with the receipt.
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Supporting Components |
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User Management - You can store user information and enable cookies to allow automatic detection and sign in.
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Counter - You can monitor web requests and collect information like referring page, client host, time, user (when signed in), etc.
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Info Requests - A web user request can be forwarded to one or more email address. You can also send a confirmation to the requester. The request becomes part of the Customer Relations Management.
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Integrated Reporting, Data Warehousing and OLAP |
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From every document in the system, you can create reports. You can define the layout, sorting, labels, etc. to customize it for your all or a specific organization or for yourself. Reporting Views enable analytical and summary reporting.
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In the reporting facility you can drill down to contained elements (e.g. from order to business partner, payment rules, ..) or drill across to referenced items (from order to invoices, shipments, etc. linked to that order).
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For multidimensional entries, you can select the dimensions, you want to report on.
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All information can be printed or exported to Excel, Word, XML, PDF, etc. for further processing. Secure Business Views allow you to extend the reporting to external dedicated SQL based reporting tools.
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We can further customize or add on modules based on your business processes and specific business requirements. As our software is design and built on open standards, it also supports pulling and pushing data from other systems and applications supporting open standards. |
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Why CRM Software Development India | Outsourcing CRM Application Development | Customized CRM Solutions
Offshore CRM Systems Development |
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