e-CRMSoft (Web Based CRM Solution)
e-CRMSoft (Customer Relationship Management System) helps companies optimize customer relationships by integrating marketing, sales, and service. By providing a full 360-degree view of customers, the system enables a consistent and continuous customer dialogue based on real-time information. With this advanced e-CRMSoft solution, you can make the most of every interaction with every customer across every channel or touch point. As a result, you gain true customer insight, along with the ability to act on that insight, which leads to an ultimate satisfaction and hence brand building.
e-CRMSoft provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to the products & services to improve bottom-line results.
Features of the e-CRMSoft:
- Web Based-Developed with VS.net technology)
- Fast Data transfer via internet and intranet
- Required format data transfer
- Multi user
- Centralize database
- Online Help
- Easy to Customize report
- User wise date recallers
- Easy to install and use
- Database Security
- Automatic backup and recovery
- User access depends on role and rights
- Removal of data dependency
- Offline and online data transfer
- Intranet messaging
- Searching and query
- Online mailing of documents ie work order
- User defined auto generated code
- Platform independent
- System independent
- Online tracking of data
- Maintenance of log files
- History files
- Reduction in cost of client node installation
e-CRMSoft Module Details:
Administration
Data Security |
Roles & Rights Creation based on Forms/Reports /Events (Add/Modify/View/Delete). Log files (User wise/ Event Wise) Database backup Database Recovery Database Transfer Data Deletion with History Files |
Backup Reports
Data Transfer Reports Recovery Reports Log Reports |
Marketing
Enquiry
Estimation Quotation Order Acceptance Schemes offers |
Customer Data Maintenance
Customer Enquiry Enquiry Allocation Enquiry Follow-ups Costing/ Estimation Preparation Quotations Revision of quotations Offer Maintenance Order Acceptance Data maintenance Order Acceptance Amendments Advances Received Advances License Sales Analysis Price List (Product wise/ Customer wise) Currency Conversions Export Indent |
Enquiry Analysis Reports
Source/ Type Wise Product wise Area/ Section Wise Attended/ Not Attended Converted Percentage Rate Difference Register Cost Register Quotation Reports Enquiry wise Existing/ Non Existing Customer wise Product wise Value wise (High/ Low/ Medium) Product wise Hit Ratio Analysis OA Register Sales analysis Graphs |
Document Management
Contacts
Inward Outward |
Contact Detail Maintenance
Contact Retrieval Attaching Scanned Documents with Details Accessibility of Scanned Documents Automated Reply Mass Mailing |
Log Register
Inward Register Outward Register |
Tendering
Tender |
Tender Data Maintenance
Tender Tracking Tender Document Generation Agreements |
Tender documents
Tender Register Earnest Money Register Rejected Tender Register Cleared Tender Register Tender Status Register |
Project Tracking
Project Tracking |
Project Data Maintenance
Project Status Tracking |
Project Reports
Project Register |
Projection and Planning
Projection Planning |
Sales Projections
Projection Plans Projection Status Projection Analysis |
Projection Register
Status Reports Analysis Reports |
Sales and Dispatch
Sub Modules | Features | Reports |
Packing
Dispatch Invoicing Fleet Export |
Packing Slips & List
Sales notes with date and time Systematic Scheduling Delivery Challans Dispatch Schedule Dispatch Instruction Daily Dispatch Commercial Invoices Sales Return LR Slips Fleet Maintenance Efficient Transport and Follow ups Export Document Generation |
Sales Register
Schedule VS Dispatch Register Packing List Register Sales Return Register Sales Analysis Reports Fleet Maintenance Register Export Register |
Customer Care
Customer care |
Proactive Alerts
Online Help Support Customer Complaint Maintenance Allocation of Customer Complaints |
Complaint Register
Allocation Register Complaint Status Register |
Event Management
Campaigning
Product Promotion Training Events |
Event Planning & Budgeting
Event Allocation Resource Allocation Event Tracking Visitors Tracking |
Event Register
Visitors Register |
Resource Booking
Resource Booking |
Resource Data Maintenance
Confirmation Trough E-mails Booking of Resources Resource Maintenance Resource Allocation Advanced Search Capabilities Flexible Time Management |
Resource Usage Register
Resource Register Booking Reports Booking Cancellation Register |
MIS
MIS | All Analysis processing for data required by Management | Various MIS Reports |