moby crm

Business Efficiency Like Never Before

MobyCRMMobyCRM

• MobyCRM™ – is a new generation CRM application which improves the

efficiency of your business by helping you assimilate customer details faster and store them better.

– With MobyCRM your field staff can enter the customer information and update the database instantly and create the database of prospective clients. MobyCRM works through the touch of Mobile Phones.

• Our managed MobyCRM supports:– Provide upcoming follow-ups – Generate call list (incoming, outgoing and missed calls) – Predict trends, stay in touch with customers

MobyCRMMobyCRM

• Who uses the MobyCRM– Sales Teams

• Fields Staff• In-house Sales• Call Center Executives

– Tracking• Track the Field Staff• Record Field Staff Activity

– Delivery and cab services, etc.,

MobyCRMMobyCRM– MobyCRM is a hosted solution, which can be accessed

anywhere : Laptops, Desktops, Mobiles, Tablets, etc.,– You don’t have to download any software / plugin to

access the application, it is as simple as accessing a website.

MobyCRM – DashBoard MobyCRM – DashBoard

Follow-UpsFollow-Ups– The Follow-ups screen will display detail information about

the customer, number interactions, and previous history.– You can read about the client company on linkedIN.– VoIP is integrated to make call over SKYPE.– You can add new follow-up from your office, without

mobile interaction.– Review your sales people’s Follow-ups too.

Client HistoryClient History

Client History (contd.)Client History (contd.)

Assign TaskAssign Task

– Assigning a task is simplified, tasks can be assigned to individuals or to all users.

– The task will flash on their mobile.

Short MessagingShort Messaging

– SMS messaging is quite common, all the business related messages (segregated based on customer identification), will be extracted from mobile and stored on server.

– Email addresses received in SMS will be extracted and stored in respective contacts.

Contacts ! Contacts !!Contacts ! Contacts !!– All the contacts information stored on server and client

can export them to excel, anytime they need the information.

Call ListCall List– Call log data is (Calls made / received, missed) are stored

on the server, client can review his own call list or his staff.– The call list will be useful to the client to understand the

time spent on each account.

Track me …Track me …– GPS based tracking solution, you can track your sales /

service people and assign new tasks to them on enroute, re-route them to cover nearby customers.

SMS MarketingSMS Marketing– Unlike email, SMS reaches the customer for sure and 99.99%

of people read it, this bring great visibility.– MobyCRM simplified the SMS marketing in Daily/Weekly

and Monthly basis, you can classify the users from web interface.

– The information will be extracted from MobyCRM.com to mobile device, from there you can send the messages.

– Benefits : Avoid repetition and personalization.

Inbound CallsInbound Calls

Tele MarketingTele Marketing

Lead CaptureLead Capture

Lead Capture (contd.)Lead Capture (contd.)

Products / ServicesProducts / Services– All your products / services can be listed here and the

same information will be called into your accounts section, where you can create : Quotations, Proforma Invoice, Invoice, Delivery Challan, etc.,

– Search Product: Will help you to search for the products / services.

– Add Vendor: Vendor management, will help you to add vendors, based that you can issue purchase orders, etc.,

Quotation / OfferQuotation / Offer– Raise a quote in simple steps (01).

• The list of quotes showed in this screen, and quotes are segregated as:– “Draft” (awaiting for approval or not yet sent to the customer)– “Sent” (Emailed or Printed).

• Create a Quote : will help you to create new quotes• Approvals: Reporting Manager can review the Quotes and sent

them, saves lot of time.• Printing / Emailing : Quotes can be printed or Emailed to

multiple recipients.

Quotation Quotation (Contd)(Contd)– Step 2 :

• You can retrieve customer details from Contacts list or you can add new customers.

• The data updated on this screen will update the contact book.• Specify billing and shipping addresses

Quotation Quotation (Contd …)(Contd …)– Step 03 of quotation process:

Delivery ChallanDelivery Challan

Daily Activity ReportDaily Activity Report• Field staff can generate Daily Activity Report as detail as possible.• If field staff travelling, the management can generate the DARs.

And everyday, • Automatic email will be sent to the Admin. By MobyCRM.

• Daily activity report will details

Tax ReportsTax Reports• Generating outstanding dues and respective Tax reports are time-

consuming process, with MobyCRM you can generate them and make your organization legal compliance.

• Multiple Items in the same invoice will be segregated based on their tax classification.

• Tax Report will be calculated on monthly basis.

SetupSetup• Setting-up the MobyCRM is pretty easy, you don’t need any

additional hardware / software.• Based on your current business practice you can specify the

terminology in : Lead Stage, Lead Source, Requirement List and Follow-up Reasons.

• Company info can be edited / updated• Taxes: you can list all applicable taxes.

User & Role ManagementUser & Role Management• User Management and assigning permission to various activities• Office Timings : The data will be tracked during Office hours only.

Without specifying this parameter, the GPS tracking will not work.• Reporting Manager: can supervise / access his sub-ordinates.

Functionality ControlFunctionality Control

• Majority of the features can be controlled from this screen. • Additional Features: Apart from contacts and Follow-up,

admin. Control the list of features accessed by the user.• Account: You can assign specific access• Report.

Thank youThank you

Pl. let us know if you need any further information / clarification.

• Name :• Contact Number :• Email ID :