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ERP PresentationERP PresentationBriefing
Helps you manage almost everything…
All Rights Reserved © GeoTech Informatics 2008
Agenda CRM Components
LeadManagement
Accounts Management
ERP Benefits
GeoTech Contact Info
CRM Components LeadManagement
This enables them to maintain and utilize sales leads, customer data and track activities throughout the sales cycle from the point a suspect is converted into a prospect till a business relationship is established with the prospect.
AccountsManagementThis provides you a comprehensive set of accounting tools that helps you save time, get organized, and grow your business online
LeadManagement
AccountsManagement
Agenda CRM Components
LeadManagement
Accounts Management
ERP Benefits
GeoTech Contact Info
LeadManagement Modules Dashboard Contacts Leads Accounts Activities Projects Reports
These have been described separately in the subsequent slides.
LeadManagement: Dashboard
Dashboard
The dashboard allows you to manage activities, filter them and view their status as well.
LeadManagement: Contacts
Contacts Management
This module allows you to add, edit, delete contacts. It offers complete contact management at your fingertips.
LeadManagement: LeadsLead Management
This module allows you to add, edit, disqualify a lead. The data maintained here is the primary information used by the sales team for follow-up to develop business relationships from the leads.
LeadManagement: Accounts
Account Management
This module allows you to add, edit, delete accounts. The client company‘s details are maintained here.
LeadManagement: Activities
Activities Management
You can schedule and assign activities for any other user using this module. It makes team collaboration easier.
LeadManagement: ProjectsProjects
This module lets you add, edit or delete projects against existing accounts in this software.
LeadManagement: Reports[This module will generate reports as per customer requirements]
CRM Components
LeadManagement
Accounts Management
ERP Benefits
GeoTech Contact Info
Agenda
Accounts Management Features Invoicing Inventory Handling VAT Banking Reporting
These are some of the features of the Accounts Management Solution. They have been described separately in the subsequent slides.
Creating Invoice
Managing Inventory
Keeping VAT Records
Banking
Exporting Reports to .xls
CRM Components
LeadManagement
Accounts Management
ERP Benefits
GeoTech Contact Info
Agenda
ERP Benefits Reduce Operating Costs Facilitate Day to Day Management Support strategic planning Improve productivity and insight Optimize IT spending Provide instant access to enterprise
information
CRM Components
LeadManagement
Accounts Management
ERP Benefits
GeoTech Contact Info
Agenda
For more information please contact:
GeoTech Informatics Private LimitedInfinity Building, Tower II, 13th Floor,Sector V, Salt Lake City,Kolkata, West Bengal, India. Pin - 700091.Phone : +91 33 2357 0331/2619/2621Fax : +91 33 2357 0334 Email : [email protected]: www.geotechinfo.net
Thank You