1eresource nfra ERPCRM Module Tour2Industry overview The project companies is currently facing ample number of challenges like :-1) Increasingly large and complex projects,2)Shorter turnaround times 3) Prolonged handover requirements. 4) Increased competition5) Volatility in material prices 6)Profitability margin 7)Cost control parameter 8)Customer satisfactions3Operational lacuna Project life cycle management Estimatiorn of project Maitantaine data of multiple stake holder Complex sales process Integrated solution for collected data and customer information Trouble spots and speeding up customer satisfaction. Mature CRM systems and billing applications. Unstandardise business procces Quick decision making Efficient collaboration tool with customer needs 4Features of CRMSales and Negotiation Bible Questionnaries Master Questionnaries Display Followup ListSales Sales LeadOrder Management Sales Enquiry Sales QuotationSales OrderPending Approval Pending Lead Pending Enquiry Pending OrderPending QuotationSales Reports:Lead By Source Open sales AgeingSales PerformanceActivity LogKey Performance IndicatorSales Funnel Lead by Region5DashboardTodays scheduled activity listDate wise pending activity list eresource CRM dash board provide a real time snapshot of your organization key metrics. Using dash board you can easily visualize the oportunities , approach, status of sales-lead in SPANCO model i.e SuspectDefinition Prospect Identification ,Approach -Analysis Evaluation and qualification of requirements, identification of the solution Negotiation, Closing Finalization , Order Ongoing Account follow-up and Order management and sales monitoring 6Questionnaries DisplayAccording to category and related the question and answer will be displayed Resulted Questions7Followup ListWFollow up list enables you to maintain the follow ups of all sales call. Each sale Lead / Calls can be classified as per the priorities, such as Moderate, Low and High for easy identification.Priority of followupAddyour newfollowups System will automatically create the thread of your followups8Sales LeadOther related information ofcustomer Your see your followups as shown in previous slideYou can addyour newfollowups as shown in previous slideIt will automates lead generation, lead tracking, follow-ups etc., in simple yet incredibly powerful fashion.9Sales EnquiryThe most important factor in the sales enquiry is the provision to update/add BoQ items. Provision to attach any format file related to your enquiryEnquiry can be tagged /Notified to multiple Associates/UserGeneral Information 10Sales Enquiry(Client Detail Tag)ClientDetailsConsultant DetailsWhere you will have the complete information of client, consultant details11Sales Quotation Amount Distribution Related AssociateApply Resources to multiple BOQ Items at one time.12Sales EstimationTotal amount with net profit Detail Quote OfferFormat13Sales OrderFinancial terms and conditionAttachment of related documentConverting Order from Final Ammended Estimated.14PendingsYou can see all your pending leads,enquiry, Quotation, Order in this page. Where the green colour indicate unseen transaction15ReportYou can seereports for Lead By Source,Lead by region,open sales performance,activity log key performance indicator 16Sales Funnel17eresource CRM Solution key Feature Estimation is computed on line wise item of of BOQ. Precise material planningAll cost like Material, Subcontracting,services,Installation, adon charges areautomatically applied. Questionnaire bible for knowledge sharing. Follow up list to manage each sales lead on priority basis. Manage and generate sales lead which gives complete information of customer. Holistic approach to manage sales inquiry with extensive detailed information Provides senior management with accurate visibility into the Project Sales Pipeline. Valuable information around key stakeholders assists in maintaining lasting and satisfactory relationships. Maintains business continuity for long sales cycles.18DASHBOARD AND REPORTING Personalize data views, real time snapshot. Based on SPANCO model Use built-in traditional or customize reports Track and measure performance for the organization and individuals. Use inline visualizations to gain knowledge on key performance indicators (KPI) Facility of To do list ,regularly Notification and Pop up19Why we are bestOur Strenth leading and pioneer in web based ERP solution provider company in India as well as expanding our footprintoverseas. Asof 22 years of huge experience in implementing ERP in India and middle east. Indigenous companyhaving strong track record of 350 ERP successfullyimplementation across diverse i industry verticals. BBC also recognized us one of the fastest growing Enterprise software company. 70 qualified professionals and 50 plus Support & Implementation. Independent & dedicated teams of highly skilled professionals under each vertical. Our Core focus on helping the business to achieve operational excellence and better ROI by providing cutting edge, robust software solution.20Customer Insight :- eresource ERP solution helpto gain a better understanding of their customers through Customer Data Integration, ensuring content consolidation, and effortless managing customer information.Efficient and Scalable Solution - eresource customer-centric approach helps organizations to achive operational excellence solutions effectively and at optimal costs. It is achieved by our domain expertise gained over 22 years of successful ERP implementations andby employing best global practices-based on business process21Contact UsRegistered Office:eresource Infotech Private Limited,TMA House 1st floor, Road No. 16, Plot No. 6,WagleEstate,Thane (West)Tel: +91 22 41118000 to +91 22 41118050 (50 Lines) www.eresourceerp.com |http://nfra.eresourceerp.com/Dubai P O Box 52034, Dubai UAE Mobile Number: 0097155 9018499 Email: sn@eresourceinfotech.com