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Customer Relationship Management (CRM) is a business strategy that includes implementing policies, processes and enabling technologies. An effective CRM strategy will personalize the customer's experiences across all enterprise touch points.
CRM serves as a single collection point for all customer information and activities and a single access point for that information for employees and business partners.
- Customer details
- Salesman Visit Analysis and Schedule and Target entry
- Lead routing, Opportunities and priority Setting
- Salesman’s history with alerts
- Customer Product Enquiry form
- Request for Quotations and Follow up Details
- Customer wise Project History
- Analysis of Projects won and Lost(By Salesman , Date , Client , Amount, Product)
- Sales orders and Sales returns
- Sales performance planning evaluation and Review
- Order wise profit analysis review
- Activity Summary(By Salesman , by Client , By location , By product , By date)
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