Customer Relationship Management (CRM) software is one of the important tool
that can help you and your business to manage and grow faster. The
information in regard of company sales targets, sales person prudent
sales targets, managing leads effectively, sales follow-ups, sales
quotations, sales forecast, analysing causes for winning and loosing
business, communication history of sales leads, daily sales report,
managing customers, client follow-ups, automated service / product
reminders to clients, cross selling to clients and too more is done
in a online CRM software.
These are highlights
Features:
Sales Target:- Revenue wise sales target
- Sales person wise sales target
- Sales Lead Management
Lead Management:- Leads through a website and other social or internet marketing methods
- Leads through a call centre, e-mail, exhibitions and other marketing activities
- Importing leads
- Status, Stages & Categorising of leads
- Assigning leads manually or Round robin
- Expected Business and Close date of leads
- Sales Lead follow up (via call, email, meeting and sms)
- Communication history with leads and previous activity
Sales Quotations:-
Create and send quotations via email
- Quotation approval flow / yard stick
- Quotation status, stages & categorising
- Share quotations with collaborators
- Communication history for that quotation / client
- Reuse quotations for same clients or others
- Versions of quotations
- Attach bills, Purchase orders etc
- Follow up quotations via call, email, meeting and sms
- Order acceptance template if required
- Sales forecasting
Clients:-
Add and manage the clients
- 360 degree view point of client
- Details of Products / Services used by your clients
- Service / Payments reminders to clients
- Multiple branches, contacts of a company
Email:- Send email campaigns to leads & clients and varied categories
- Send offers , wishes , promotions etc to leads and clients
Related: Online CRM Software India
Contact Management:-
Add multiple contacts to leads
& clients
- No duplication of contact details
Reports:- Sales target reports
- Lead management reports
- Quotation management reports
- Daily, weekly & monthly sales report
- Sales performance reports
- Overall reports
These are the important feature of CRM Software that can speed up your business and maximize sales and marketing productivity.
I have read your blog that's are nice to read you have follow it at :-The web based crm software gives every business new capabilities and it has its own range of benefits ad specialties. The
ReplyDeletemain idea behind the online CRM tool is to help individuals and users to learn more about the tool and accordingly carry out different task at ease. We are one reputed
agency known to help business groups and provide suitable online lead management.
It increases the productivity and working efficiency...
ReplyDeleteCustomer Relationship Management Software
Check for the best invoicing software India and you will surely love it. It gives you all features for account management, shop management, inventory management, gst billing and a lot more.
ReplyDeleteBilling software India
retail software india
best pos software in india
retail pos software india
shop billing software
Great and really helpful article! Adding to the conversation, providing more information, or expressing a new point of view...Nice information and updates. Really i like it and everyday am visiting your site..
ReplyDeleteCRM Software in Dubai
Thanks for your great and helpful presentation I like your good service.I always appreciate your post.That is very interesting I love reading and I am always searching for informative information like this.
ReplyDeleteCRM Software in India
CRM Software in Chennai
Your blog helped me to improve myself in many ways packers and movers in bangalore | Packers and movers in sarjapur road bangalore | Packers and movers in Marathahalli bangalore thanks for sharing this kind of wonderful blogs ,reputed movers and packers bangalore
ReplyDeleteNice Blog. Know about OKRs here in this guide.
ReplyDelete