customer relationship management erp software-eresource nfra erp
DESCRIPTION
CRM module in eresource nfra ERP helps you to streamline customer communication which can establish long time relationship. \nFor details:http://nfra.eresourceerp.com/CRM.html - PowerPoint PPT PresentationTRANSCRIPT
![Page 1: Customer Relationship Management ERP Software-eresource nfra ERP](https://reader034.vdocuments.net/reader034/viewer/2022051619/56812926550346895d8bb907/html5/thumbnails/1.jpg)
1
Construction CRM
![Page 2: Customer Relationship Management ERP Software-eresource nfra ERP](https://reader034.vdocuments.net/reader034/viewer/2022051619/56812926550346895d8bb907/html5/thumbnails/2.jpg)
2
eresource Construction CRM eresource CRM enables construction companies to automate many manual
processes and track all building projects by location, type and sector.
1. eresource CRM manages:
t sales processrack pipeline activity control job progress
engineers, contractors construction suppliers architects
3. Saves time and improves customer experience.
![Page 3: Customer Relationship Management ERP Software-eresource nfra ERP](https://reader034.vdocuments.net/reader034/viewer/2022051619/56812926550346895d8bb907/html5/thumbnails/3.jpg)
3
Sales and Negotiation Bible Questionnaries Master Questionnaries Display
Followup ListSales
Sales LeadOrder Management
Sales Enquiry Sales Quotation
Sales OrderPending Approval
Pending Lead Pending Enquiry
Pending Order Pending Quotation
Sales Reports :Lead By Source
Open sales Ageing Sales Performance
Activity Log Key Performance Indicator
Sales Funnel Lead by Region
Features Of eresource CRM
![Page 4: Customer Relationship Management ERP Software-eresource nfra ERP](https://reader034.vdocuments.net/reader034/viewer/2022051619/56812926550346895d8bb907/html5/thumbnails/4.jpg)
4
Dashboard
eresource CRM dash board provide a real time snapshot of your organization key metrics. Using dash board you can easily visualize the oportunities , approach, status of sales-lead in SPANCO model i.e SuspectDefinition Prospect Identification ,Approach -Analysis Evaluation and qualification of requirements, identification of the solution Negotiation, Closing Finalization , Order Ongoing Account follow-up and Order management and sales monitoring
Todays scheduled activity list
Date wise pending Activity list
![Page 5: Customer Relationship Management ERP Software-eresource nfra ERP](https://reader034.vdocuments.net/reader034/viewer/2022051619/56812926550346895d8bb907/html5/thumbnails/5.jpg)
5
Questionnaries DisplayAccording to category and related the question and answer will be
displayed
Resulted Questions
![Page 6: Customer Relationship Management ERP Software-eresource nfra ERP](https://reader034.vdocuments.net/reader034/viewer/2022051619/56812926550346895d8bb907/html5/thumbnails/6.jpg)
6
Followup List
Priority of follow-up
View
Add your new followups
Follow up list enables you to maintain the follow ups of all sales call. Each sale Lead / Calls can be classified as per the priorities, such as Moderate, Low and High for easy identification.
![Page 7: Customer Relationship Management ERP Software-eresource nfra ERP](https://reader034.vdocuments.net/reader034/viewer/2022051619/56812926550346895d8bb907/html5/thumbnails/7.jpg)
7
Sales LeadIt will automates lead generation, lead tracking, follow-ups etc., in simple yet incredibly powerful fashion.
Related information of Customer
See the folloups as shown in the previous slide
You can add your new followups as shown in previous slide
![Page 8: Customer Relationship Management ERP Software-eresource nfra ERP](https://reader034.vdocuments.net/reader034/viewer/2022051619/56812926550346895d8bb907/html5/thumbnails/8.jpg)
8
Sales EnquiryThe most important factor in the sales enquiry is the provision to update/add BoQ items.
General information Provision to attach any format file related to your enquiry
Enquiry can be tagged /Notified to
multiple Associates/User
![Page 9: Customer Relationship Management ERP Software-eresource nfra ERP](https://reader034.vdocuments.net/reader034/viewer/2022051619/56812926550346895d8bb907/html5/thumbnails/9.jpg)
9
Sales Enquiry (Client Detail Tag)Where you will have the complete information of client, consultant details
Client Details
Consultant Details
![Page 10: Customer Relationship Management ERP Software-eresource nfra ERP](https://reader034.vdocuments.net/reader034/viewer/2022051619/56812926550346895d8bb907/html5/thumbnails/10.jpg)
10
Sales QuotationApply Resources to multiple BOQ Items at one time.
Amount Destributio
n
Related Associate
![Page 11: Customer Relationship Management ERP Software-eresource nfra ERP](https://reader034.vdocuments.net/reader034/viewer/2022051619/56812926550346895d8bb907/html5/thumbnails/11.jpg)
11
Sales Estimation
Detail Quotation
Offer formatAdd material
![Page 12: Customer Relationship Management ERP Software-eresource nfra ERP](https://reader034.vdocuments.net/reader034/viewer/2022051619/56812926550346895d8bb907/html5/thumbnails/12.jpg)
12
Sales OrderConverting Order from Final Ammended Estimated.
Financial terms and condition
Attachment of related document
![Page 13: Customer Relationship Management ERP Software-eresource nfra ERP](https://reader034.vdocuments.net/reader034/viewer/2022051619/56812926550346895d8bb907/html5/thumbnails/13.jpg)
13
PendingsYou can see all your pending leads,enquiry, Quotation, Order in this page. Where the green colour indicate unseen transaction
View
![Page 14: Customer Relationship Management ERP Software-eresource nfra ERP](https://reader034.vdocuments.net/reader034/viewer/2022051619/56812926550346895d8bb907/html5/thumbnails/14.jpg)
14
ReportYou can see reports for Lead By Source,Lead by region,open sales performance,activity log key performance indicator
![Page 15: Customer Relationship Management ERP Software-eresource nfra ERP](https://reader034.vdocuments.net/reader034/viewer/2022051619/56812926550346895d8bb907/html5/thumbnails/15.jpg)
15
Sales Funnel (S.P.A.N.C.O. Model)
Suspect
Prospect
Approach
Close
Order
![Page 16: Customer Relationship Management ERP Software-eresource nfra ERP](https://reader034.vdocuments.net/reader034/viewer/2022051619/56812926550346895d8bb907/html5/thumbnails/16.jpg)
16
Registered Office: eresource Infotech Private Limited, TMA House 1st floor, Road No. 16, Plot No. 6,Wagle Estate ,Thane (West) Tel: +91 22 41118000 to +91 22 41118050 (50 Lines) www.eresourceerp.com | http://nfra.eresourceerp.com/Dubai P O Box 52034, Dubai UAE Mobile Number: 0097155 9018499 Email: [email protected]