eCRM - Customer Relationship Management
Engaged Customers, Revenues Multiplied!
A robust software module that manages and tracks all Customer-related activities: Sales-leads, Opportunities, Prospects & Existing customer contacts, Lead Sources, Relationship Period & Value and lot more. eCRM captures data at multiple touch points and provides a seamless flow of data across the entire customer lifecycle.
eCRM helps reduce costs and increase profitability by managing and automating Sales & Customer Relationships, while delivering return on investment (ROI) too.
This Customer Relationship Management (eCRM) module of BizzTrax - an award winning ERP/POS/CRM Software - helps organizations enjoy, at a minimal cost, the benefits of a world-class CRM solution that focuses on delivering both intrinsic and extrinsic value.
Workflow
Features
- Sales Lead Source Setup
- Sales Lead Creation & Listing
- Contact Management /Account Management including Contacts & Prospects
- Sales Lead Management
- Lead Generation & Conversion of Lead into Opportunity
- Assign Opportunity to team members with email & SMS Alerts
- Sales Lead and Follow-up Tracking
- Activities & Sales Stages Setup
- Track Activities, Sales Opportunities, Quotes, etc. by Contact
- Schedule Future Activities
- Opportunity Setup and Opportunity Management
- Track Opportunities against Activities (Phone Call, Meeting, Demo, etc.)
- Role-based Security
- Advanced CRM Analytics & Sales Reporting Dashboard
- Multiple Sales Reports/ Lead and Opportunity Statuses (Won, Lost, Deferred, Closed, etc.)
- Dashboard reminders for ‘Follow-up’ Activities
- Simplicity and Ease of Integration
- Ultimate Flexibility/Mobile & Web Access from anyplace – with Web based Architecture and ‘on-Cloud’ & ‘on-Premise’ versions
Inquiry