spectrum- erp customer relationship management
DESCRIPTION
CRM- the concept facilitates all departments within an organisation log their activities through one common data base ensuring that everyone involved in the Sales & Marketing as well in Customer Service has visibility of all of the activities relating to that customer, ensuring that necessary actions can be taken quicker and more effectively, thereby providing a more efficient service . Major benefits that a CRM Solution brings to a Company's Sales & Marketing department are # Centralization and Sharing of Data # Better Customer Service # Higher Customer Satisfaction # Improved Marketing Efforts # More Profit # Healthy & happy Customer Relationship Spectrum- CRM thus has developed a Way in order make the Work of the Sales & Marketing department more easier & smarter with an ease of flexibility & in enhanced Organizational Productivity !TRANSCRIPT
Customer Relationship Management
Introduction to Spectrum -CRM Objectives Functions Features Conclusion
Topics to be Covered
Introduction to Spectrum -CRM
Sales & Marketing department is an essential element of a business entity as it helps in generation of revenue .Through proper management of Sales activities Sales & Marketing professionals can be able to take their company to new heights. We at Force Intellect understand these requirements & challenges of industries and therefore here with our robust product Spectrum –CRM in order to make those Sales & Marketing veterans to work more better & help in Organizational Productivity
To acquire ,retain & own new Clients To grow profitable Customer Relationship To increase Customer Service To work better in a disciplined manner Increasing Efficiency in sales To create competitive advantage
Objectives
Functions of Spectrum -CRM
Lead Management Contact Management Task Management Task Manager Opportunity Tracking Appointment Management Event Management Customer Case Management E- mail management Tool SMS Management Tool SMS Log
Lead Management
Convert prospects into Leads Manage all Lead Details Convert Lead into Opportunity Able to see Lead Status Manage Lead Category Able to see Activities against Lead Maintain Lead Notes Map Contacts to Leads
Lead Management
Contact Management
Contact Management
Manage detailed contact list of Prospective Customers Manage tasks related to contact Able to see the activity against contact Notes management for contacts Case Management against particular Contact
Contact Management
Task Management
Activity assignment to Sales Team Manage Task Category Task assignment against particular Lead Task assignment against particular Contact Task Recurrence Facility Able to Manage Task Prioritization Reminder to Task owner & Team Maintain Task Notes Able to maintain Task Privacy
Task Management
Maintain overall Task Report Able to see status wise task progress Date wise Task tracking Able to see Priority wise, Subject Wise, Customer wise ,Task owner wise Report See Task Description See details such as Contact no.& Email id of particular lead in Task Manager Filter search Facility New Task Creation Facility New Event Creation Create New Appointment
Task Manager
Opportunity Tracking
Track your Opportunity Type Wise Opportunity Management Track Stage wise Opportunity See your Opportunity Progress stage Effectively Predict Revenue Manage Contact details against particular opportunity See Activities against Particular Opportunity Manage details on Partner, Products, Competitor Maintain Notes Able to privatize your Notes against opportunity See Complete Stage History of your Opportunity
Opportunity Tracking
Appointment Management
Appointment Scheduling Category wise Appointment Management Link your appointment against Lead/Contact Able to prioritize Category wise Appointment Add & Manage various types of Attendee details Manage Appointment Notes
Appointment Management
Event Management
Plan & Record your Events Analyze your Sales from different Promotional Events Location wise Event Management Manage Event Category related to your Clients, Opportunity ,Campaigns etc Send Reminder to Related Persons Maintain Event Notes
Event Management
Customer Case Management
Analyze & Maintain different Customer related Queries Product & Customer wise Case Management Maintain Status of Particular Case Maintain Case Category Know the Origin of case Able to prioritize cases & accordingly take actions Manage Solution methodology for particular Customer related Case
Case Management
E Mail Management Tool
Email Notification Facility Send E mails to multiple persons Category wise Email Notification Automated Document Attachment Facility Can send Email even to Internal Employees
E Mail Management Tool
SMS Management Tool
Send SMS to multiple persons See detail SMS History
SMS Management Tool
Major Features
Security Log in Secure user wise Log in Supports multiple companies Tracking & Reporting Export Facility to Excel ,Word &PDF Data Searching Facility Filtration Searching Grouping & Sub grouping at one time In built Email Facility MIS Reports
Conclusion
Spectrum – CRM helps your marketing & sales team in managing their all activities starting from events to, lead Generation to order confirmation. At the same time You will be also able to maintain detail information of your customer (past & present) & also can generate detail MIS Report. Spectrum – CRM can help one’s company in better performance of its Sales Department & in gaining maximum productivity through their well informed and properly managed team.
