1 / 28

Can make something More Efficient.

Can make something More Efficient. AGENDA. 1. 2. Introduction and Features. Key Modules. 3. Dash Board. 4. Task Management. 5. 6. Event/meeting management. Lead Management. Service Management. KRA Management. 7. 8. Project Management. 9. Time Management. 10. INTRODUCTION.

zacharee
Download Presentation

Can make something More Efficient.

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Can make something More Efficient. CPS Technologies

  2. AGENDA 1 2 Introduction and Features Key Modules 3 Dash Board 4 Task Management 5 6 Event/meeting management Lead Management Service Management KRA Management 7 8 Project Management 9 Time Management 10 CPS Technologies

  3. INTRODUCTION CPS Technologies

  4. What is an Effezient ? It is an cluster of management systems which is easy to use and it is flexible, according to the nature of your business. It manages the workflow by use of various modes of communication technologies such as Email, Whats App, SMS, Phone calls, calenders, etc. CPS Technologies

  5. Why we need Effezient? 1. To manage leads efficiently 2. Provide easy tools to communicate. CPS Technologies

  6. Why we need Effezient? 3. To manage sales pipeline better. 4. Storing lead on manual basis is cumbersome CPS Technologies

  7. OUR EFFEZIENT offers… EASY TO WORK FREELY SCALABLE EASY ACCESS MOBILE APP (IOS and Android Versions) COMPREHENSIVE REPORTS CPS Technologies

  8. EFFEZIENT suites contains ….3D Task Management This is a placeholder text. This text can be replaced with your own text. Event/Meeting Management This is a placeholder text. This text can be replaced with your own text. Task Management Event / MeetingManagement Lead Management Lead / Sales Management This is a placeholder text. This text can be replaced with your own text. Project Management This is a placeholder text. This text can be replaced with your own text. ProjectManagement ServiceManagement KRA / TimeManagement Service Management This is a placeholder text. This text can be replaced with your own text. KRA / Time Management This is a placeholder text. This text can be replaced with your own text. 9/28/2017 5:02:58 PM CPS Technologies

  9. Features of Effezient ? • Create, assign, and schedule tasks, leads , projects and events from anywhere around world •Define and monitor roles and responsibilities of individual employee on routine basis (Daily/Weekly/Monthly/Yearly) • Can map the employees performances on actual data rather than how he represents himself • Provides planner and scheduler of meetings with your clients • Mobile App facilities • Find the any information or report as you need, anytime, anywhere with comprehensive task management and charts. Please visit - https://www.effezient.com/taskportal/ CPS Technologies

  10. Dashboard Has three different outlook of the dashboard : 1. Panel view (By Default view contain various customized panel) 2. Scheduler view 3. Persons View CPS Technologies

  11. Panel Wise View (By default View) CPS Technologies

  12. Scheduler View CPS Technologies

  13. Persons View CPS Technologies

  14. TASK Management Create Task Assign task to yourself and your team members Can transfer tasks from one member to another View Status of tasks Categorized task based on HIGH/MEDIUM/LOW priorities Can add comments, upload documents, recap & history events, etc Can create sub task of the parent task Offers Task with the time management with respect to projects Can define fully structured task relationships during its time period Can rate the completed task excellent/good/poor Tasks Analysis and related reports CPS Technologies

  15. Screenshots of Task Portals CPS Technologies

  16. EVENTS / MEETINGS Management Allows you to create, edit and delete events Allows you to schedule recurring weekly/monthly/ quarterly meetings once and leave it on Effezient to schedule it on-time, every time, leaving you worry free Send auto reminders to all invites at multiple times through sms , pop up and e-mails. Allows to add agendas to every event/meeting created Every Agendas allows you to add notes, tasks and decision. CPS Technologies

  17. Screenshots of Event/Meeting Portals CPS Technologies

  18. Lead/Sales Management Allow to set sales targets, both for team as well as individual Monitor daily sales activities Log daily sales leads to carry out follow up process smoothly Allows to compare actual sales number vs. target numbers, to measure sales team efficiency Auto convert of sales leads to tasks, which is replicated in daily dashboard which enable to do regular follow ups to close sale. Increases sales by modifying sales strategy on data analysis done based on report generated by Effezient CPS Technologies

  19. Screenshot of Lead CPS Technologies

  20. Project Management Allow you to create a project details of the company. It allows to gain current status of the projects It allows to add various milestone for every projects Every milestone is achieved by converting them into tasks and leads to successfully pipeline project. Customized and graphical reports to ensure the milestone of project are achieved. CPS Technologies

  21. Screenshot of Project Management CPS Technologies

  22. Service Management CPS Technologies

  23. Screenshot Of Service Management CPS Technologies

  24. KRA Module Allows you to setup effective management structure to define individual role and responsibilities. Enable them to complete their tasks and leads to complete on time. Use data collected to measure employee’s efficiency and performance. Allows you to find strength and weakness and achieve optimum output upon his strength areas. CPS Technologies

  25. Screenshots of KRA CPS Technologies

  26. Time Management CPS Technologies

  27. Time Management Screenshots CPS Technologies

  28. Mobile App Screenshots CPS Technologies

More Related