Customer Relationship Management Software

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Industry

Business

Overview

Customer Relationship Management Software integrates all information from different departments throughout the company to give one, holistic view to each client in real time. It leads to improved analytical data and reporting. It also helps prioritize sales efforts when dealing with different clients. It manages the business with simplicity. It helps the company stay connected to customers, streamline processes, and improve profitability. This software is designed and developed specially for handling rapidly expanding business base to enable company with prospect, customer and task manager - helping meticulous customer follow up, efficiently manage their fast-growing customer base, and improve sales cycle.

Architecture MSSQL

Language C#

Platform ASP.NET (.NET 4.5.1), (Web Forms)

Tools Microsoft Visual Studio

Functionality

Invoice Module

Invoice Module helps to generate the invoices to clients and stay on the top of the business. Invoice can generate directly in the software.

Client Management

It enables the organizations to improve unique client relationships and experience.

Follow-up Module

It is one of the most important tasks in sales to take the regular follow-ups for the project to increase the winning chances. Create automated follow-up emails - Set filters that sales staff can use to follow-up regularly with all leads.

Customize Reports

CRMs allow your team to collect and organize data about prospects and deals using reporting features such as sales dashboards and reports.

Lead Management

It generate more sales leads, discover, track & engage leads, distribute lead generation in Lead Management. It endures that each lead is fed manually into the software right at the point of origin, preventing lead leakage at any cost.

Project Management

It will be automating elements of project management helps us to keep projects on-track, on-time and within budget. It consists of titles like: Analysis, In Discussion, Estimation Sent, Win and Lost.

Dashboard

It shows all the sales related to Business Managers in an easy -to-read window on their Dashboard. It shows the analytics for number of clients, projects, leads displays here. It also shows the month wise chart for the monthly target and project amount.

Worksheet Module

Business Team to this module to track down their day-to-day activities in numerical form, along with the details of the productive tasks they have performed apart from their scheduled work.

Opportunity management

As lead moves along with sales pipeline, it becomes an opportunity. In this we can manage and track the sales opportunity to effectively priorities for the sales effort.