1 Construction CRM2eresource Construction CRMeresource 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 architects3. Saves time and improves customer experience.3Sales 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 QuotationSales Reports:Lead By Source Open sales Ageing Sales Performance Activity Log Key Performance Indicator Sales Funnel Lead by RegionFeatures Of eresource CRM4Dashboard 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 listDate wise pending Activity list5Questionnaries DisplayAccording to category and related the question and answer will be displayed Resulted Questions6Followup ListPriority of follow-upViewAddyour newfollowups 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.7Sales LeadIt will automates lead generation, lead tracking, follow-ups etc., in simple yet incredibly powerful fashion.Related information of CustomerSee the folloups as shown in the previous slideYou can addyour newfollowups as shown in previous slide8Sales EnquiryThe most important factor in the sales enquiry is the provision to update/add BoQ items. General informationProvision to attach any format file related to your enquiry Enquiry can be tagged /Notified to multiple Associates/User9Sales Enquiry (Client Detail Tag)Where you will have the complete information of client, consultant detailsClient DetailsConsultant Details10Sales QuotationApply Resources to multiple BOQ Items at one time.Amount DestributionRelated Associate11Sales EstimationDetail QuotationOffer formatAdd material12Sales OrderConverting Order from Final Ammended Estimated.Financial terms and conditionAttachment of related document13PendingsYou can see all your pending leads,enquiry, Quotation, Order in this page. Where the green colour indicate unseen transactionView14ReportYou can seereports for Lead By Source,Lead by region,open sales performance,activity log key performance indicator 15Sales Funnel (S.P.A.N.C.O. Model)SuspectProspectApproachCloseOrder16Registered Office:eresource Infotech Private Limited,TMA House 1st floor, Road No. 16, Plot No. 6,WagleEstate,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: sn@eresourceinfotech.com