moby crm
TRANSCRIPT
![Page 1: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/1.jpg)
Business Efficiency Like Never Before
![Page 2: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/2.jpg)
MobyCRMMobyCRM
• MobyCRM™ – is a new generation CRM application which improves the
efficiency of your business by helping you assimilate customer details faster and store them better.
– With MobyCRM your field staff can enter the customer information and update the database instantly and create the database of prospective clients. MobyCRM works through the touch of Mobile Phones.
• Our managed MobyCRM supports:– Provide upcoming follow-ups – Generate call list (incoming, outgoing and missed calls) – Predict trends, stay in touch with customers
![Page 3: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/3.jpg)
MobyCRMMobyCRM
• Who uses the MobyCRM– Sales Teams
• Fields Staff• In-house Sales• Call Center Executives
– Tracking• Track the Field Staff• Record Field Staff Activity
– Delivery and cab services, etc.,
![Page 4: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/4.jpg)
MobyCRMMobyCRM– MobyCRM is a hosted solution, which can be accessed
anywhere : Laptops, Desktops, Mobiles, Tablets, etc.,– You don’t have to download any software / plugin to
access the application, it is as simple as accessing a website.
![Page 5: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/5.jpg)
MobyCRM – DashBoard MobyCRM – DashBoard
![Page 6: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/6.jpg)
Follow-UpsFollow-Ups– The Follow-ups screen will display detail information about
the customer, number interactions, and previous history.– You can read about the client company on linkedIN.– VoIP is integrated to make call over SKYPE.– You can add new follow-up from your office, without
mobile interaction.– Review your sales people’s Follow-ups too.
![Page 7: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/7.jpg)
Client HistoryClient History
![Page 8: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/8.jpg)
Client History (contd.)Client History (contd.)
![Page 9: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/9.jpg)
Assign TaskAssign Task
– Assigning a task is simplified, tasks can be assigned to individuals or to all users.
– The task will flash on their mobile.
![Page 10: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/10.jpg)
Short MessagingShort Messaging
– SMS messaging is quite common, all the business related messages (segregated based on customer identification), will be extracted from mobile and stored on server.
– Email addresses received in SMS will be extracted and stored in respective contacts.
![Page 11: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/11.jpg)
Contacts ! Contacts !!Contacts ! Contacts !!– All the contacts information stored on server and client
can export them to excel, anytime they need the information.
![Page 12: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/12.jpg)
Call ListCall List– Call log data is (Calls made / received, missed) are stored
on the server, client can review his own call list or his staff.– The call list will be useful to the client to understand the
time spent on each account.
![Page 13: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/13.jpg)
Track me …Track me …– GPS based tracking solution, you can track your sales /
service people and assign new tasks to them on enroute, re-route them to cover nearby customers.
![Page 14: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/14.jpg)
SMS MarketingSMS Marketing– Unlike email, SMS reaches the customer for sure and 99.99%
of people read it, this bring great visibility.– MobyCRM simplified the SMS marketing in Daily/Weekly
and Monthly basis, you can classify the users from web interface.
– The information will be extracted from MobyCRM.com to mobile device, from there you can send the messages.
– Benefits : Avoid repetition and personalization.
![Page 15: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/15.jpg)
Inbound CallsInbound Calls
![Page 16: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/16.jpg)
Tele MarketingTele Marketing
![Page 17: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/17.jpg)
Lead CaptureLead Capture
![Page 18: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/18.jpg)
Lead Capture (contd.)Lead Capture (contd.)
![Page 19: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/19.jpg)
Products / ServicesProducts / Services– All your products / services can be listed here and the
same information will be called into your accounts section, where you can create : Quotations, Proforma Invoice, Invoice, Delivery Challan, etc.,
– Search Product: Will help you to search for the products / services.
– Add Vendor: Vendor management, will help you to add vendors, based that you can issue purchase orders, etc.,
![Page 20: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/20.jpg)
Quotation / OfferQuotation / Offer– Raise a quote in simple steps (01).
• The list of quotes showed in this screen, and quotes are segregated as:– “Draft” (awaiting for approval or not yet sent to the customer)– “Sent” (Emailed or Printed).
• Create a Quote : will help you to create new quotes• Approvals: Reporting Manager can review the Quotes and sent
them, saves lot of time.• Printing / Emailing : Quotes can be printed or Emailed to
multiple recipients.
![Page 21: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/21.jpg)
Quotation Quotation (Contd)(Contd)– Step 2 :
• You can retrieve customer details from Contacts list or you can add new customers.
• The data updated on this screen will update the contact book.• Specify billing and shipping addresses
![Page 22: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/22.jpg)
Quotation Quotation (Contd …)(Contd …)– Step 03 of quotation process:
![Page 23: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/23.jpg)
![Page 24: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/24.jpg)
Delivery ChallanDelivery Challan
![Page 25: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/25.jpg)
Daily Activity ReportDaily Activity Report• Field staff can generate Daily Activity Report as detail as possible.• If field staff travelling, the management can generate the DARs.
And everyday, • Automatic email will be sent to the Admin. By MobyCRM.
![Page 26: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/26.jpg)
• Daily activity report will details
![Page 27: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/27.jpg)
Tax ReportsTax Reports• Generating outstanding dues and respective Tax reports are time-
consuming process, with MobyCRM you can generate them and make your organization legal compliance.
• Multiple Items in the same invoice will be segregated based on their tax classification.
• Tax Report will be calculated on monthly basis.
![Page 28: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/28.jpg)
SetupSetup• Setting-up the MobyCRM is pretty easy, you don’t need any
additional hardware / software.• Based on your current business practice you can specify the
terminology in : Lead Stage, Lead Source, Requirement List and Follow-up Reasons.
• Company info can be edited / updated• Taxes: you can list all applicable taxes.
![Page 29: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/29.jpg)
User & Role ManagementUser & Role Management• User Management and assigning permission to various activities• Office Timings : The data will be tracked during Office hours only.
Without specifying this parameter, the GPS tracking will not work.• Reporting Manager: can supervise / access his sub-ordinates.
![Page 30: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/30.jpg)
Functionality ControlFunctionality Control
• Majority of the features can be controlled from this screen. • Additional Features: Apart from contacts and Follow-up,
admin. Control the list of features accessed by the user.• Account: You can assign specific access• Report.
![Page 31: Moby crm](https://reader036.vdocuments.us/reader036/viewer/2022062711/55cab448bb61ebcc488b47c0/html5/thumbnails/31.jpg)
Thank youThank you
Pl. let us know if you need any further information / clarification.
• Name :• Contact Number :• Email ID :