BBSSL Confidential

Presentation

CUSTOMER RELATIONSHIP MANAGEMENT

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CRM A/cs – Entities (Database)

•Prospect Master

•Client Master

• Client General Master

• Client Demographic/Psychographic Master

• Client Payment Schedule Master

• Client Payment Demand Master

• Client Payment/Collection Master

•Project Master

• Project General Master

• Plot Master

• Villa Master

• Apartment Master

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CRM A/cs – Entities (Database)

•Client Event Master•System/Manual Initiated Communication/Mailers/Triggers/Events

•Client Initiated Service Requests/Complaints

•Data Category MasterCity, State, Country,…

•Department Master

•Employee Master

•Calendar Master (Holidays, etc.)

•Login Master

•Login History

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CRM A/cs – Events

•Prospect Creation

•Online Mode

•Batch Mode (File Upload)

•ASCII File Format (Pipe Delimited)

•XLS File Format

•Allotment (Prospect to Client Conversion)

•Prospect to Client Transition

•Direct Allotment (Without Prospect Route)

•Online Mode

•Batch Mode (File Upload)

•ASCII File Format (Pipe Delimited)

•XLS File Format

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CRM A/cs – Events

•Document Submission by Clients

•Agreement Signing with Clients

•Payment Schedule Generation

•Demand Generation for Payment/Recovery

•Receiving Payment/Collection

•Cancellation•Prior to Allotment

•After Allotment

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CRM A/cs – Events

•Client 360 Degree View

•Business Analytics•Reports

•Inquiries

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CRM A/cs – Process Diagram

USER

Prospect

Creation

DB

Log Reg

Online

Upload

Prospect Creation/Registration

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CRM A/cs – Process Diagram

Prospect

Master

DB

Allotment

Welcome Letter

A/C ID

Direct

Allotment (Prospect to Client Conversion)

Upload

Online

Log Reg

Schedule Letter

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CRM A/cs – Process Diagram

DB

Payment

SchedulingSchedule Letter

Payment Scheduling

USER

Online

Log Reg

Time Based

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CRM A/cs – Process Diagram

DB

Payment

Scheduling

Demand Letter

Demand

Generation

Demand Generation

Log Reg

Time Based

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CRM A/cs – Process Diagram

DB

Payment/

Collection

Receipt

Mail

Payment/Collection

USER

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CRM A/cs – Process Diagram

User Plot

Master

DB

Plot Code

Upload

Plot Master Maintenance

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CRM A/cs – Process Diagram

UserApartment

Master

DB

Apartment

Code

Upload

Apartment Master Maintenance

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CRM A/cs – Process Diagram

UserVilla

Master

DB

Villa Code

Upload

Villa Master Maintenance

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CRM A/cs – Process Diagram

User Calendar

Master

DB

Upload

Holiday

Report

Calendar Master Maintenance

Cal Code

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CRM A/cs – Process Diagram

User Department

Master DB

SALES A/C MKTG

Department Master Maintenance

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CRM A/cs – Process Diagram

USER

Data

Category

Maintenance

DB

City

Code

State

Code

Countr

y Code

Upload

Data Category Maintenance

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CRM A/cs – Process Diagram

USER

User

Login

User Login

DB

Login History Log

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CRM A/cs – Process Diagram

User

Employee

Master

Maintenance

DB

Upload

Emp

Id

Employee Master Maintenance

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CRM A/cs – Reports

DB

SMS

Mailers

Reports/Letters

Service Requests

Service

RequestUSER

Escalation

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CRM A/cs – Process Diagram

UserReport

Generation

DB

Generated

Report

Report Generation

Report Template

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CRM A/cs – Process Diagram Contd…

UserInquiry

DB

Inquiry

Display

Result

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CRM A/cs – Process Diagram Contd…

User

360

Degree

ViewsDB

360 Degree View

Display

Result

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