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   Soft Office - CRM

Soft office - CRM

CRM is a combination of tools, business processes, people and technology to achieve sales goals and customer satisfaction. MIS reports on sales, area wise, executive wise and customer wise can be obtained which can be used in sales enhancement process.

  Contact Management
  • Contacts of the organization are maintained in this module. Information includes address, communication details, user definable fields, category, group selection, contact persons details, branch and other office details.

  • History details of the contact can be glanced. Contact Management can be used as a ‘VIRTUAL FILE’ of a customer.

  • Contact Management module integrates into the CRM tools and will save many man hours and tedious reentry of information.
Front Office, Back Office & Price Lists
  • Leads, Enquiries, Tenders, Phone calls, Sales orders, Support calls, Material Inward/Outward details can be keyed at the front office which will be automatically posted to respective modules.

  • Back Office, correspondence, enquiries & quotations integrates with mailing options which allows you to be on a single platform.

  • Quotations can be generated by selecting make & model number. Prices are extracted from Price Lists module. Quotations, terms and conditions templates are available for easy flow of work.
  Sales, Marketing & Customer Support
  • Sales Orders received can be processed. Order wise dispatches and status can be monitored.

  • Complete customer support related information, reports and status are available at finger tips. Customer information, invoice, serial number, warranty details can be obtained to offer 100% customer satisfaction.

  • Contact Management, Front Office, Back Office, Sales Order Management, Marketing & Customer Support modules enhances the sales and marketing solutions, provide absolute customer satisfaction and increases the over all sales and efficiency of the enterprise.

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