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eresource nfra ERPCRM Module Tour

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Features of CRMSales and Negotiation Bible• Questionnaries Master • Questionnaries Display• Followup List

Sales • Sales Lead

Order Management• Sales Enquiry• Sales Quotation•Sales OrderPending Approval• Pending Lead • Pending Enquiry• Pending Order•Pending Quotation

Sales Reports •:Lead By Source • Open sales Ageing•Sales Performance•Activity Log •Key Performance Indicator•Sales Funnel • Lead by Region

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Dashboard Todays scheduled activity list

Date wise pending activity list

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

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Questionnaries DisplayAccording to category and related the question and answer will be displayed

Resulted Questions

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Followup ListFollow 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.

Priority of followup

Add your new followups System will automatically create the thread of your followups

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Sales LeadOther related information of customer

Your see your followups as shown in previous slide

You can add your new followups as shown in previous slide

It will automates lead generation, lead tracking, follow-ups etc., in simple yet incredibly powerful fashion.

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Sales EnquiryThe most important factor in the sales enquiry is the provision to update/add BoQ items.

Provision to attach any format file related to your enquiry Enquiry can be tagged

/Notified to multiple Associates/User

General Information

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Sales Enquiry(Client Detail Tag)

Client Details Consultant Details

Where you will have the complete information of client, consultant details

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Sales Quotation

Amount Distribution

Related Associate

Apply Resources to multiple BOQ Items at one time.

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Sales Estimation

Total amount with net profit

Detail Quote Offer Format

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Sales OrderFinancial terms and condition

Attachment of related document

Converting Order from Final Ammended Estimated.

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PendingsYou can see all your pending leads,enquiry, Quotation, Order in this page. Where the green colour indicate unseen transaction

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Report

You can see reports for Lead By Source,Lead by region,open sales performance,activity log key performance indicator

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Sales Funnel

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Contact Us

AddressTMA House, 1st Floor, Road No:16Plot No. 6, Wagle Industrial EstateThane (West) 400 604, Maharashtra

+91 22 41118000/8049(50 lines)www.eresourceerp.com