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TRANSCRIPT
BBSSL Confidential
Presentation
CUSTOMER RELATIONSHIP MANAGEMENT
BBSSL Confidential
CRM A/cs – Entities (Database)
•Prospect Master
•Client Master
• Client General Master
• Client Demographic/Psychographic Master
• Client Payment Schedule Master
• Client Payment Demand Master
• Client Payment/Collection Master
•Project Master
• Project General Master
• Plot Master
• Villa Master
• Apartment Master
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CRM A/cs – Entities (Database)
•Client Event Master•System/Manual Initiated Communication/Mailers/Triggers/Events
•Client Initiated Service Requests/Complaints
•Data Category MasterCity, State, Country,…
•Department Master
•Employee Master
•Calendar Master (Holidays, etc.)
•Login Master
•Login History
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CRM A/cs – Events
•Prospect Creation
•Online Mode
•Batch Mode (File Upload)
•ASCII File Format (Pipe Delimited)
•XLS File Format
•Allotment (Prospect to Client Conversion)
•Prospect to Client Transition
•Direct Allotment (Without Prospect Route)
•Online Mode
•Batch Mode (File Upload)
•ASCII File Format (Pipe Delimited)
•XLS File Format
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CRM A/cs – Events
•Document Submission by Clients
•Agreement Signing with Clients
•Payment Schedule Generation
•Demand Generation for Payment/Recovery
•Receiving Payment/Collection
•Cancellation•Prior to Allotment
•After Allotment
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CRM A/cs – Events
•Client 360 Degree View
•Business Analytics•Reports
•Inquiries
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CRM A/cs – Process Diagram
USER
Prospect
Creation
DB
Log Reg
Online
Upload
Prospect Creation/Registration
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CRM A/cs – Process Diagram
Prospect
Master
DB
Allotment
Welcome Letter
A/C ID
Direct
Allotment (Prospect to Client Conversion)
Upload
Online
Log Reg
Schedule Letter
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CRM A/cs – Process Diagram
DB
Payment
SchedulingSchedule Letter
Payment Scheduling
USER
Online
Log Reg
Time Based
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CRM A/cs – Process Diagram
DB
Payment
Scheduling
Demand Letter
Demand
Generation
Demand Generation
Log Reg
Time Based
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CRM A/cs – Process Diagram
DB
Payment/
Collection
Receipt
Payment/Collection
USER
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CRM A/cs – Process Diagram
User Plot
Master
DB
Plot Code
Upload
Plot Master Maintenance
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CRM A/cs – Process Diagram
UserApartment
Master
DB
Apartment
Code
Upload
Apartment Master Maintenance
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CRM A/cs – Process Diagram
UserVilla
Master
DB
Villa Code
Upload
Villa Master Maintenance
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CRM A/cs – Process Diagram
User Calendar
Master
DB
Upload
Holiday
Report
Calendar Master Maintenance
Cal Code
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CRM A/cs – Process Diagram
User Department
Master DB
SALES A/C MKTG
Department Master Maintenance
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CRM A/cs – Process Diagram
USER
Data
Category
Maintenance
DB
City
Code
State
Code
Countr
y Code
Upload
Data Category Maintenance
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CRM A/cs – Process Diagram
USER
User
Login
User Login
DB
Login History Log
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CRM A/cs – Process Diagram
User
Employee
Master
Maintenance
DB
Upload
Emp
Id
Employee Master Maintenance
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CRM A/cs – Reports
DB
SMS
Mailers
Reports/Letters
Service Requests
Service
RequestUSER
Escalation
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CRM A/cs – Process Diagram
UserReport
Generation
DB
Generated
Report
Report Generation
Report Template
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CRM A/cs – Process Diagram Contd…
UserInquiry
DB
Inquiry
Display
Result
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CRM A/cs – Process Diagram Contd…
User
360
Degree
ViewsDB
360 Degree View
Display
Result
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