UNIFIED SME MANAGER-USM ERP

Overview

SUCCESSFULLY IMPLEMENTED WITH ALL SIZE

OF BUSINESS FROM 1-200 EMPLOYEES

USM as a Right Tool for Business Growth

USM as a Business Automation

USM as a Cost Reducer

USM as a Trust Enhancer

USM as a Process Simplifier

USM as Growth Multiplier

USM Implemented Enterprise

USM-Account Manager

USM-Lead Manager

USM-Support Manager

USM- HR Manager

USM ERP

Business Automation

Cost Effective

Trust at Work Place

Simplification

Customer Satisfaction

Team Satisfaction

Sales Growth

Higher Profit

Unified SME Manager- USM ERP

Managed &

Productive

Enterprise

USM-Account Manager

USM-Lead Manager

USM-Support Manager

USM- HR Manager

USM ERP

Cost Effective

Secure

User Friendly

High Quality & Trust

Worthy

USM as a Business Automation

Every business leader dreams to automate most of the processes &systems in order to minimize operational cost & maximize customersatisfaction.

USM Reported Benefits -

Increase in customer satisfaction

Informative customer relations

Minimizes operational cost

Error free & fast processing.

Simplify Business Operation

USM automates business in the following ways-

Auto Communication with Customer

Auto Management of Business Processes

USM as a Business Automation

Auto Communication with Customers

Auto daily SMS & Email alerts/updates to the company’s decisionmaker regarding Sales, Expenses, Credit & Debit payments.

Auto SMS alerts to thank customer after receiving payments

Auto Email alerts to customer as a payment reminder if payment isnot received by set due date.

Auto SMS & Email alerts to greet prospect/lead who enquires aboutproducts /Services.

Auto email preset welcome letter to prospect/lead at the time ofconversion of lead & becoming company’s valuable customer.

Auto SMS & email alerts to customers at opening new ticket &closing of the same.

Auto Email Alerts to customers to update monthly summary ofsupport tickets.

USM as a Business Automation

Auto Management of Business Processes

Auto management of customer Invoices & Pro-forma Invoices

Auto management of Employee salary slips

Auto calculation of Profit & Loss statement

Auto completion of company’s Balance sheet

Auto presentation with sales/services &expenses charts

Auto presentation of Profit/Loss charts

Auto generation of analytical & management reports

Auto Management of Product Inventory

Auto generation & management of quotations

Auto calculation of conversion rate by various means like demography, Sales Executives, Lead Source, Product/Service etc.

Auto analysis of reported support tickets to support desk.

Auto analysis of support team performance.

USM as a Cost Reducer

Unified SME Manager reduces operational cost manifold & makes daily business activities error free, fast & simple.

1. USM reduces no. of employees

2. USM reduces paper work

3. USM reduces chances of error

4. USM reduces task completion time

5. USM reduces communication gap in teams & with managers

USM as a Trust Enhancer

USM enhances trust within the team & Managers-

Due to transparency in the work & activity logs

availability develop trust in the team & managers.

Each log is shared in the vertical up to 3 level.

Companies decision maker or owner can monitor

daily task anywhere at any time.

“Trust is directly proportional to Growth”

USM as a Process Simplifier

USM brings favorable business productivity &

outcome of the Business. Processes become simple

when all individual in the company follows same

platform with same protocol.

Being user friendly interface, All people on the USM

speak same language in the same way.

“Simplification increases productivity & reduces time”

USM as a Growth Multiplier

Growth is a combination of various factors-

Company

Business

Growth

USM-Account Manager

USM-Lead Manager

USM-Support Manager

USM- HR Manager

USM ERP

Business Automation

Cost Effective

Trust at Work Place

Simplification

USM with Enterprise

USM is being used by-

Trading Companies

IT Companies

Advertising Companies(Print & Digital Media)

Tour & Travels Business

E-Commerce Companies

Chartered Accountants (CA)

Real Estate Developers & Builders

Real Estate Consultants

NGOs

USM with Enterprise

USM has been developed with all possible business suits which are being

used in Indian Enterprises.

USM Team is working on up gradation building common platform that can be

suitable for all Asian companies with their currency type & their respective

government business protocols.

USM has been appreciated by many enterprises in India & has trusted

Network of Business Partners as a distributional Channel so that each customer

can have USM representative in their area for better support & Understanding.

USM-Account Manager with Enterprise

Sales/service Purchase Bills Expenses

Payroll (Salary)

Management

Manage Account Notes Statement of

Profit/Loss

Balance Sheet Banking Logs Available Borrowings

Management

Product Inventory

Management

Business Analytical

Reports

CA Audit Reports

Daily SMS & Email

Alerts

Payment Update by

SMS

Over Due Alerts by

email

Generate Invoices Generate Salary Slip Generate Pro-Forma

Invoices

Product / Service

Management

Taxation 45+ Account Reports

Customer Management Vendor Management Employee Management

USM-Account Manager with Enterprise

USM Account Manager covers all account functions including

Profit/Loss Statement & Balance sheet automatically along

with account notes.

USM is full of all billing functions including Service Tax,

Taxation, Discounts & Sale Tax.

Invoice & Pro-Forma Invoice can be generated in a single click

& Store for downloading anywhere at any time.

USM generates more than 45+ reports for analysis

USM provides Account Audit option for Chartered Accountants

to cross verify all transaction payments with respective account

heads.

USM provides Compete Inventory management option.

USM-Lead Manager with Enterprise

Add Lead Manually Add Lead by Missed

call

Set SMS Reminder to

follow up Date

Every Lead Follow up

History

Lead Tracking history Lead Assigning Option

3 Level Management Generate Quotation Mail quote from USM

Auto Lead Welcome

SMS

Auto Lead Welcome

Mail

After Conversion auto

transfer in USM-account

Vertical wise

management

Send mail to lead list

or all leads

Product/service

Categories

Supports multiple users Analytical Reports Click-to-Call Option

Save/Print/mail Quote

USM-Lead Manager with Enterprise

USM Lead Manager tracks each & every Lead with text

history available online & accessible from any where at any

time.

3 Level Enterprise Management.

Auto greet SMS & Email to enquirer

USM Lead Manager alerts by SMS alerts with details of follow

up scheduled on the date.

Manage prospects & Leads with detailed information & status

of follow up.

Generates more than 15+ reports for analysis

Generates 3 type of quotation based on requirements.

Provides Product & Service management option.

USM -3 Level Lead Tracking & Management

Sales

Manager

Marketing

Manager

Relationship

Manager

Branch

Manager

SE SE

SE SE SE

SE

SE

SE

SE

SE

SE

SE

SESE

Level-1

Level-2

Level-3SE- Sales Executive/Executive/Relationship Executive

Level-2 can have n-number of Manager & Team Leaders

Level-3 can have n-number of executives under a manager

Business Head/

CEO/CMO

USM Accounts vs Tally Accounts

Today‟s Enterprise Accounts Needs USM Tally

Compatible for all type of Enterprise Business YES YES

Fear of Loosing Data in the Hard Disk NO YES

Online – Manage any where any time YES NO

Invoice in generated & store for future use YES NO

Auto SMS & Alerts to customers YES NO

Daily Auto SMS & Email alerts to Owners YES NO

No special Training required NO YES

Can be managed by anybody YES NO

Customer Management YES NO

Accounts reports YES NO

Business Performance, Profit Loss, Balance sheet available any

time any where

YES NO

USM Lead Manager vs Excel/Diary

Today‟s Enterprise Sales Needs USM EXCEL

Lead Management YES YES

Greet SMS & Email to enquirer YES NO

Each Lead Tracking Logs records YES NO

Conversion Rate Calculation automatically with all aspects YES NO

3 Level Tacking monitoring any where at any time YES NO

Generate standard quotation & store to download/mail at any

time any where

YES NO

Auto generation of various analytical Reports YES NO

Auto bar chart & pai chart presentation of conversion rate YES NO

Auto reminder SMS for follow ups YES NO

Transparency within the team due to unique sales system YES NO

Get Started

Optimize

Reform

High Growth & Managed Business

USM Journey with Enterprise Business

Thanks for your understanding.

Unified SME Manager-USM ERP

Hit the iron when it „s hot