eCRM

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