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ales Marketing Customer Service Employee productivity CRM MODULE – Tally.ERP9

CRM Management in Tally.ERP9 by YENNES Infotec (P) Limited

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Page 1: CRM Management in Tally.ERP9 by YENNES Infotec (P) Limited

For Sales Marketing Customer Service Employee productivity

CRM MODULE – Tally.ERP9

Page 2: CRM Management in Tally.ERP9 by YENNES Infotec (P) Limited

About YENNES

21 Years of Excellence

YENNES Infotec (P) Limited was established in the year 1994.

Multiple Branches

YENNES Infotec (P) Limited has its branches in multiple locations, including Puducherry and Madurai in Tamil Nadu, and has emerged as an Authorized Master Tally Partner in Tamil Nadu.

Our Mission

“We look to enhance the business of our clients by implementing robust technology driven solutions and by developing a sustainable long term relationship with our clients to ensure that we share mutual growth and benefits”

SERVICES OFFERED BY YENNES

YENNES has stood tall in this highly competitive market through its efficient solutions which are dependable and centered towards meeting the client needs.Currently, YENNES offers the following services:

Tally SupportTally SalesTally ImplementationTally CustomizationTally Training

Page 3: CRM Management in Tally.ERP9 by YENNES Infotec (P) Limited

Clients

Page 4: CRM Management in Tally.ERP9 by YENNES Infotec (P) Limited

Why to choose Tally ?The Complete Business Management Solution

At Tally, we have a hard-earned reputation for empowering businesses with stable, effective software products. Tally.ERP 9 has all the features required for high-performance business management.

Advantages :

• Powerful remote capabilities that boost collaboration • Easy to find qualified personnel • Easy to customise• Low cost of ownership via quick implementation, Tally Integrator, Support Centre...

Page 5: CRM Management in Tally.ERP9 by YENNES Infotec (P) Limited

Why Tally.ERP 9? • Tally.ERP 9 with its numerous built in capabilities

and functionalities is flexible enough to adapt to rapidly evolving business processes.

• Features can be implemented as your business grows

• Solutions can be designed, developed, deployed and implemented within a short span of time

• Solutions can be implemented incrementally• Interface with other business applications • Easily Maintainable with Limited Resources• Trusted and Value for money

Tally.ERP 9 is an enterprise platform that is designed to meet the challenges of growth

Customisability

Implementability

Supportability

Flexibility

Scalability

Integrate-ability

Tally.ERP 9

Page 6: CRM Management in Tally.ERP9 by YENNES Infotec (P) Limited

Tally.NET Services

Page 7: CRM Management in Tally.ERP9 by YENNES Infotec (P) Limited

Tally.ERP 9 - The Technology Behind• 3 tier architecture which provides immense

flexibility• Native Scripting Language - Tally Definition

Language (TDL)• Inbuilt Object Oriented Database

Management System (OODBMS)

Benefits:• Robust and reliable engine• Very small foot print• No additional third party licenses are required• Low hardware infrastructure requirement

Tally.ERP 9 keeps the user insulated from and yet provides the technological strength

Page 8: CRM Management in Tally.ERP9 by YENNES Infotec (P) Limited

Tally.ERP 9 - Implementation of FeaturesTally.ERP 9 provides immense flexibility in the way it is deployed and implemented forvarious business scenarios and geographies.

Self implement Tally.ERP 9 based on business requirements and get started

Flexibility to implement additional features at any time during the financial year

Implement as per the special needs of your business entities

Existing reports and forms can be customized

New reports, processes and functions can be built

Industry / vertical specific solutions can be developed to address specific segments like Distribution, Construction, Automobile...

Building Business specific solutions on Tally.ERP 9

Tally.ERP 9 is designed to provide and support customized & extended solutions that will add new functionality, business processes and operations. Hence, if you require customizations, Tally.ERP 9 is extendable.

Page 9: CRM Management in Tally.ERP9 by YENNES Infotec (P) Limited

What is CRM ?Customer relationship management (CRM) is a term that refers to practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth.

CRM systems are designed to compile information on customers across different channels -- or points of contact between the customer and the company – also direct mail, marketing materials and social media. CRM systems can also give customer-facing staff detailed information on customers' personal information, purchase history, buying preferences and concerns.

Page 10: CRM Management in Tally.ERP9 by YENNES Infotec (P) Limited

Tally CRM –An Overview

Page 11: CRM Management in Tally.ERP9 by YENNES Infotec (P) Limited

CRM Structure

Page 12: CRM Management in Tally.ERP9 by YENNES Infotec (P) Limited

Customer ManagementCustomer Profile (Complete details with your Business specifications)

Call Booking

Call completion & status

Customer Call History & Expiry details

Department Transactions (Employee Productivity, Quotations, Bills, Collections,

Daily Activity, Customer Call History)

Auto Alerts (Email & SMS)

Quotations

Sales

Collections All transactions linked with Executives

Page 13: CRM Management in Tally.ERP9 by YENNES Infotec (P) Limited

Multiple Tasks

Page 14: CRM Management in Tally.ERP9 by YENNES Infotec (P) Limited

Employee Reports

Track Employee Productivity

Employee Daily Activity

Team Performance

Call Status

Employee Target Reports

Leave Management – with approval

Loan Management – with approval

Lead Management System

Page 15: CRM Management in Tally.ERP9 by YENNES Infotec (P) Limited

Get Relief from paper worksGet information with ina seconds

Page 16: CRM Management in Tally.ERP9 by YENNES Infotec (P) Limited

E-StatementsAutomatic Email on call booking

Feed backs on calls completion

SMS Alerts (Receipts , Call booking & etc)

Call summary (Periodically)

Reminders

Employee Leave & Loan

Page 17: CRM Management in Tally.ERP9 by YENNES Infotec (P) Limited

Data Integration to Tally

Also we can integrate data to Tally from your Existing Software

Page 18: CRM Management in Tally.ERP9 by YENNES Infotec (P) Limited

Thank You!

Email : [email protected] Web : www.yennes.com

YENNES Infotec (P) Limited

5 Star Certified Partner