CLIENT RELATIONSHIP MANAGEMNET

“YOUR SUCCESS IS OUR SUCESS”

Profsys Software Pvt. Ltd.

What is CRM ?

Is a system for managing a company's interactions with current and future customers. It often involves using technology to organize, automate and

synchronize sales, marketing, customer service, and technical support.

Technology

SalesMarketing

Support Service

PURPOSE OF CRM

It will speed up your business process & provide you the accurate data.

Builds long term relationship with clients. Keep your precious business data at one place. Anytime, Anywhere, Accessibility due to online product. CRM software organizes information about your customers, tracks

sales, and allows you to share information easily with your staff. As a collaborative tools that enable all parties to interact with one

another. Able to set reminders for every activities so that you not miss any

important appointments ,deals ,Payments etc. All reports of daily activities of employees will be available at one

click. It helps you to develop strategy for your business. Developing services that are customized to meet the buyers needs.

CRM Product

Post Sale

Customer Service

Pre Sale

Pre Sale

A set of activities normally carried out before a customer is acquired.

Client Registration / Create Lead

Opportunity

Open Deals Follow Up

Close Deals / Decline Deals

Pre Sale Module

This module shall

maintain all the records of Before

sale activities.

Reports

Send Proposal

Sales Client

Lead Opportunities

Transfer Lead

Total Deals Open, Close & Decline

Sales Opportunity

Office Lead

Inbound Opportunity

Pre Sale Module

Sales Client • List of all registered clients.

GeneratingOpportunities

• The employee generates opportunity for its business . It will show the list of total sales opportunity generated by the each employees with its full description.

Creating Leads • From different sources employees will

generate the leads by their own or by the company which is assigned to them.

No. Of Deals

• It represents the status about the no. of total deals are open , close & decline & also it shows the description for each employees deals.

Pre Sale Module

Send Proposals

• You can create the business proposal for send to your clients & track that which employee send the proposal to which client .

Reports

• It will provide you the different activity reports like - Client wise activity report, Employee wise & product wise activity report.

Follow up Tracking • It will provide the follow up tracking

details with clients.

Inbound Opportunity • Matching Client requirement &

availability of their requirement.

Alerts & Reminders • Setting alerts & reminders for daily

activities of employees & self.

Post Sale & Modules

It deals with the payment for a particular product made by the clients for buying our product.

Modules Close Client List

Pending Payment

Closed payment

Delivery Status

Post Sale & Modules

Close client list• It shows the list of client which is closed

in the pre sale activity with their payment details in it.

Pending Payment• It will show the payment list whose

amount is still due or which is paid half only.

Closed Client List

• Under this it will show the list of clients whose payment is fully paid and it is closed no amount is pending for payment.

Delivery Status• It will help to confirm delivery of

product to the clients by verifying every thing.

Customer Services

This module will help to manage all client services provided by the organization.

Service Engineer - Creates no. of service engineer available at your office who will solve the client issue

or complaints.

Ticket Details - Support team will open the ticket for the complaint register by the client and assigned it to the service engineer for solving it. View the ticket details how many are open & closed with their detail

description .

Verified Tickets - Checking the tickets & verified it before closing it. It is verified by the support team.

Masters : Creating

REGION MASTER

AREA MASTER

PRODUCTGROUP

PRODUCTCATEGORY

PRODUCTNAME

LEAD SOURCE

CREATE OFFER

PROPOSAL

ACTIVITY

SET RANGE

HUMAN RESOURCE MANAGEMENT

DEPARTMENT

• Creating various departments in the company.

DESGINATION

• Creating the different designation available in the company.

EMPLOYEEREGISTRATION

• Registering the employee with their full details in it to keep the employee full records.

TEAM

• Creating teams for different projects or

work.

USER MANAGEENT

Users is created by the Admin. Person of CRM.

Create number of users for different user types i.e. Post , Pre sales & Customer services.

The employees only able to access & work on the activity in which their users is created.

CRM MODULES

TARGET Set target for all employees. View assigned target status. Match Target VS Achieved.

SETTINGS Set message. Block SMS. Block Email. Product MIS setting

TARGET VS

ACHIEVEMENT

VIEW

ASSIGNE

D TARGET

SET TARG

ET

CRM MODULES

REMINDER MODULE Set target for all employees.

View assigned target status.

Match Target VS Achieved.

WISHES MODULE Set the wishes reminder for

special occasions & send SMS to employees & clients.

CRM MODULES

REPORTS Get all kind of reports

in different ways.

1) Employee wise reports.

2) Month wise reports.

3) Product MIS reports.

CAMAPAIGNING Connect with all your client at

one time through Email campaigning.

It usually involves using email to send ads, request business, or solicit sales and is meant to build loyalty, trust, or brand awareness.

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