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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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