b2b crm new - strategicerp crm.pdf · email, live chat, marketing materials, and social media. this...
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B2BCRM+30% increase in Sales Productivity+20% increase in Sales Win Rate+40% increase in Forecast Accuracy+25% increase in pipeline+25% increase in customer retention +30% increase in RevenueBy using our CRM strategy for your business, you will be able to increase the revenue
Client2 5 Faste s t i n g E nt e r p r i s eo m p a n i e s in I n d i a .
B r a nd o f t h e r 2 0 14
T o p 1 0 ERP Sol u t i o n Providers 2 0 1 8
Best Construction & Infra Software of the Year 2019 EASY
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Version 19.2
B2B CRM is an approach of managing a company's interaction with current and potential Business Clients. It tries to analyze data about customers' history with Business options , This helps how company will improve business relationships with customers, specically focusing on customer interaction and ultimately driving sales growth.It compiles data from a range of dierent communication channels, such as company’s website, telephone, email, live chat, marketing materials, and social media. This B2B CRM System is capable of facilitating integrated businesses opportunity for all industries.
Strategic (B2B ERPCRM)Features and Advantages Cloud IVR Telephonic
Inbound Outbound
Enhanced ability to target potential customers.Integrated assistance across channelsEnhanced sales team efficiency and effectivenessImproved pricingCustomized products and servicesImproved customer service efficiency and effectivenessTrack lead by sourceEasily configuration of sales workflowAutomatic lead nurturingMilestones tracking.Scheduled reports and email delivery.Follow-up reminders (Notifications) and emails.Click to call & IVR Integration Automatic call prioritizationLead scoring, Priority and Forecasting Lead management and pipeline reportsIncentive managementBusiness intelligence
Version 19.2
Add OnsAccount RecievableTally Integration & PayrollHR AppESS
Account PayableWebsite IntegrationStatutory ManagementFinance Management
All Media Integration IVR Integration (Click to Call)
Product
Product Configuration
Resource
Lead Generation
Defining products and it’s specification individual or group wiseCreating Dynamic templates to capture various parametersAllocating templates to one or multiple itemsCreating price list master for all the products and servicesConfiguring all the products & services that you’re selling.Different parameters like payment schedule, delivery terms are definedThis master helps in generating proposal in one click.Defining Sales Team, Allocating resources according to various groupsAllocating Sales Targets to Individual Sales person or entire group.Adding incentives according to performanceIntegration of online or ofline inquiries with our systemSegregating Genuine leads from Bogus leadsAutomatic reminders to have a strong follow upClick to Call with IVR IntegrationDistribution & allocation of leads according to sales person or regionDynamic Email & SMS templets.Proposal Creation Creating proposal with in one click.Sending proposal to the client directly from the systemCustom approval states to eliminate Errors
Proforma Invoice
Business Booked
Incentive Payment
Report
Automatic Creation of Pro-forma Invoice Once the proposal is accepted in draft stageApproving the sending the pro forma invoice directly from the systemBooking Sales and according approving sales person and team responsible for the salesThe incentive are either predefined that is fetched directly from the master or we can allocate lump-sumpGives you a report of total business done for a particular periodGenerating Incentive voucher on one click.Sending Incentive voucher directly to the sales person from the systemAlerts on pending as well as approved incentive amount for employees as well as HOD.Getting Daily Status Reports of Your Employees With Time wise Break down of their work Analysis of Business Opportunities for particular month or a necessary tenure Report of overall sales performanceUnderstanding of pipeline which helps management to take the right decisionFollowup ageing report, lead by source & Meeting Calendars
Lead / Opportunity ForecastingDefining nature of lead as hot, cold or warmAccording Creating forecasting for Hot leadsAdding forecasted closure date and value that helps in analysis of Sales Lost Vs achieved for the monthAutomatic Reminders for Closing of leads
B2B CRM Work FlowB2B CRMERP Admin / ITCRM SetupsProducts
MIS ReportsVisuals ReportsCustoms Reports
Resources Master Channel Partner Campaign MasterSales TargetLead Generation Distribution Followup MeetingProposal SubmitedRevised Proposal
Employes Locations
Business Booked Sales IncentivesSales Order Incentive PaymentOpportunity Forcasting Won / Lost
DASHBOARD DASHBOARDVersion 1
8.2
Help Desk Bulk E-Mail Bulk SMS
“StrategicERP”Solution suits your budget thus maximising your Return on Investment.
Real Estate ProductsCRM BasicMedium LargeOther ProductsHCM B2B CRMFMS P2P
Range Of Products
PPM BasicMedium LargeInfrastructure Products
Our ���+ Esteemed Customer Homes For Life
VISHAL INFRASTRUCTURE LTD G D C L
Mumbai OfficeITAakash Strategic Software (P) Ltd.5th Floor, D S Business Galleria,Above D Mart, Besides Toyo House,Kanjur Marg (W), Mumbai, 400078. INDIA.+91-22-25770088 / 65270094 [email protected] Floor, Arcade Mont Vert, Pashan–Sus Road,Pashan,Pune, MH 411021. INDIA.+91- [email protected], First Floor, Near Punjab National Bank, Patpargabj Industrial Area,New Delhi - 110092. INDIA.+91-9920188990 [email protected]
AhmedabadITAakash Software LLP.Office No. 602, Venus Benecia, Near Pakwan Cross Road,Above Nexa Showroom, S G Highway,Bodakdev , Ahmedabad 380015+91-079-26861688 / [email protected] BangaloreNo-29, Behind VDS Complex,Near Jayanti Nagar Circle,Hormavu Post, Bangalore560043. INDIA.+91-9820046633 [email protected]
Our LocationsDubaiOffice # 04, 1st Floor,Al Souq Al Kabeer, Meena Bazar,Bur Dubai, Dubai. (UAE)Tejash Patel (Sales Manager)Tel: +971-4 264 9494 |Cell: +971 52 110 [email protected]