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CLIENT RELATIONSHIP MANAGEMNET
“YOUR SUCCESS IS OUR SUCESS”
Profsys Software Pvt. Ltd.
What is CRM ?
Is a system for managing a company's interactions with current and future customers. It often involves using technology to organize, automate and
synchronize sales, marketing, customer service, and technical support.
Technology
SalesMarketing
Support Service
PURPOSE OF CRM
It will speed up your business process & provide you the accurate data.
Builds long term relationship with clients. Keep your precious business data at one place. Anytime, Anywhere, Accessibility due to online product. CRM software organizes information about your customers, tracks
sales, and allows you to share information easily with your staff. As a collaborative tools that enable all parties to interact with one
another. Able to set reminders for every activities so that you not miss any
important appointments ,deals ,Payments etc. All reports of daily activities of employees will be available at one
click. It helps you to develop strategy for your business. Developing services that are customized to meet the buyers needs.
CRM Product
Post Sale
Customer Service
Pre Sale
Pre Sale
A set of activities normally carried out before a customer is acquired.
Client Registration / Create Lead
Opportunity
Open Deals Follow Up
Close Deals / Decline Deals
Pre Sale Module
This module shall
maintain all the records of Before
sale activities.
Reports
Send Proposal
Sales Client
Lead Opportunities
Transfer Lead
Total Deals Open, Close & Decline
Sales Opportunity
Office Lead
Inbound Opportunity
Pre Sale Module
Sales Client • List of all registered clients.
GeneratingOpportunities
• The employee generates opportunity for its business . It will show the list of total sales opportunity generated by the each employees with its full description.
Creating Leads • From different sources employees will
generate the leads by their own or by the company which is assigned to them.
No. Of Deals
• It represents the status about the no. of total deals are open , close & decline & also it shows the description for each employees deals.
Pre Sale Module
Send Proposals
• You can create the business proposal for send to your clients & track that which employee send the proposal to which client .
Reports
• It will provide you the different activity reports like - Client wise activity report, Employee wise & product wise activity report.
Follow up Tracking • It will provide the follow up tracking
details with clients.
Inbound Opportunity • Matching Client requirement &
availability of their requirement.
Alerts & Reminders • Setting alerts & reminders for daily
activities of employees & self.
Post Sale & Modules
It deals with the payment for a particular product made by the clients for buying our product.
Modules Close Client List
Pending Payment
Closed payment
Delivery Status
Post Sale & Modules
Close client list• It shows the list of client which is closed
in the pre sale activity with their payment details in it.
Pending Payment• It will show the payment list whose
amount is still due or which is paid half only.
Closed Client List
• Under this it will show the list of clients whose payment is fully paid and it is closed no amount is pending for payment.
Delivery Status• It will help to confirm delivery of
product to the clients by verifying every thing.
Customer Services
This module will help to manage all client services provided by the organization.
Service Engineer - Creates no. of service engineer available at your office who will solve the client issue
or complaints.
Ticket Details - Support team will open the ticket for the complaint register by the client and assigned it to the service engineer for solving it. View the ticket details how many are open & closed with their detail
description .
Verified Tickets - Checking the tickets & verified it before closing it. It is verified by the support team.
Masters : Creating
REGION MASTER
AREA MASTER
PRODUCTGROUP
PRODUCTCATEGORY
PRODUCTNAME
LEAD SOURCE
CREATE OFFER
PROPOSAL
ACTIVITY
SET RANGE
HUMAN RESOURCE MANAGEMENT
DEPARTMENT
• Creating various departments in the company.
DESGINATION
• Creating the different designation available in the company.
EMPLOYEEREGISTRATION
• Registering the employee with their full details in it to keep the employee full records.
TEAM
• Creating teams for different projects or
work.
USER MANAGEENT
Users is created by the Admin. Person of CRM.
Create number of users for different user types i.e. Post , Pre sales & Customer services.
The employees only able to access & work on the activity in which their users is created.
CRM MODULES
TARGET Set target for all employees. View assigned target status. Match Target VS Achieved.
SETTINGS Set message. Block SMS. Block Email. Product MIS setting
TARGET VS
ACHIEVEMENT
VIEW
ASSIGNE
D TARGET
SET TARG
ET
CRM MODULES
REMINDER MODULE Set target for all employees.
View assigned target status.
Match Target VS Achieved.
WISHES MODULE Set the wishes reminder for
special occasions & send SMS to employees & clients.
CRM MODULES
REPORTS Get all kind of reports
in different ways.
1) Employee wise reports.
2) Month wise reports.
3) Product MIS reports.
CAMAPAIGNING Connect with all your client at
one time through Email campaigning.
It usually involves using email to send ads, request business, or solicit sales and is meant to build loyalty, trust, or brand awareness.
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