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Project Based Industry CRM

<br>Eresource nfra is an ERP system that has been integrated with an efficient Customer Relationship Management (CRM) module that can be wisely used to enhance your business strategies.For details:http://nfra.eresourceerp.com/Project-Based-Industry-CRM.html

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Project Based Industry CRM

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  1. eresourcenfra ERP CRM Module Tour

  2. Industry overview The project companies is currently facingample number of challenges like :- 1) Increasingly large and complex projects, 2) Shorter turnaround times 3) Prolonged handover requirements. 4) Increased competition 5) Volatility in material prices 6) Profitability margin 7) Cost control parameter 8) Customer satisfactions

  3. Operational 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

  4. Features of CRM • Sales and Negotiation Bible • Questionnaries Master • Questionnaries Display • Followup List • Sales • Sales Lead • Order Management • Sales Enquiry • Sales Quotation • Sales Order • Pending Approval • Pending Lead • Pending Enquiry • Pending Order • Pending Quotation • Sales Reports • :Lead By Source • Open sales Ageing • Sales Performance • Activity Log • Key Performance Indicator • Sales Funnel • Lead by Region

  5. Dashboard Todays scheduled activity list Date 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

  6. Questionnaries Display According to category and related the question and answer will be displayed Resulted Questions

  7. Followup 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. Add your new followups System will automatically create the thread of your followups Priority of followup

  8. Sales Lead It will automates lead generation, lead tracking, follow-ups etc., in simple yet incredibly powerful fashion. Other related information of customer You can add your new followups as shown in previous slide Your see your followups as shown in previous slide

  9. Sales Enquiry The most important factor in the sales enquiry is the provision to update/add BoQ items. Provision to attach any format file related to your enquiry General Information Enquiry can be tagged /Notified to multiple Associates/User

  10. Sales Enquiry(Client Detail Tag) Where you will have the complete information of client, consultant details Client Details Consultant Details

  11. Sales Quotation Apply Resources to multiple BOQ Items at one time. Amount Distribution Related Associate

  12. Sales Estimation Total amount with net profit Detail Quote Offer Format

  13. Sales Order Converting Order from Final Ammended Estimated. Attachment of related document Financial terms and condition

  14. Pendings You can see all your pending leads,enquiry, Quotation, Order in this page. Where the green colour indicate unseen transaction

  15. Report You can see reports for Lead By Source,Lead by region, open sales performance,activity log key performance indicator

  16. Sales Funnel

  17. eresource CRM Solution key Feature • Estimation is computed on line wise item of of BOQ. • Precise material planning • All cost like Material, Subcontracting,services,Installation, adon charges are automatically 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 accuratevisibility into the Project Sales Pipeline. • Valuable information around key stakeholdersassists in maintaining lasting and satisfactoryrelationships. • Maintains business continuity for long sales cycles.

  18. DASHBOARD 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 up”

  19. Why we are best Our Strenth • leading and pioneer in web based ERP solution provider company in India as well as expanding our footprintoverseas. • As of 22 years of huge experience in implementing ERP in India and middle east. • Indigenous company having strong track record of 350 ERP successfully implementation 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.

  20. Customer Insight :- • eresource ERP solution help to 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 process

  21. Contact Us Registered Office: eresource Infotech Private Limited, TMA House 1st floor, Road No. 16, Plot No. 6,Wagle Estate ,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

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