Lera Technologies Prospects Resource Management

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Lera Technologies

description

Lera's PRM system is an innovative solution designed for organizations to maintain the record of efforts that staff has made during the sales & marketing process. The detailed view of records helps users to monitor prospects, referrals and conversation history with consummate ease. The statistical drill down capability for the reports ensures management is in control of sales and marketing activity – always, even on mobile.

Transcript of Lera Technologies Prospects Resource Management

Page 1: Lera Technologies Prospects Resource Management

Lera Technologies

Page 2: Lera Technologies Prospects Resource Management

In the world of business problem occurs when

services rely on huge database management. If you

have too many prospects at the lower end of the

spectrum – your sales team will be overwhelmed by

quantity and will miss out on the Quality! In short,

improved Prospects/Customer management is

considered to be Quintessential for businesses

worldwide .

Lera's PRM - “A remarkable solution for

e f f e c t i v e P r o s p e c t s R e s o u r c e

Management”.

Lera's PRM system is an innovative solution

designed for organizations to maintain the record of

efforts that staff has made during the sales &

marketing process. The detailed view of records

helps users to monitor prospects, referrals and

conversation history with consummate ease. The

statistical drill down capability for the reports

ensures management is in control of sales and

marketing activity – always, even on mobile.

PRM has been developed in collaboration with sales

and marketing teams expertise and has been

shaped by the needs of real users.

Lera's PRM is a powerful and cost effective web based application that helps you manage

and evaluate every phase of your business communication.

Prospects Management System

Your Customer

Management

Sales

Marketing

Services

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Administrative Panel

?Add /Modify/Search/Delete user details.

?Search and view user's activity in a single

click.

?Restrict your authorized users by role

based permissions.

Contact Management

?Register and Centralize complete profile

of your “Prospect” in length with respect to

their contact details and their associated

communication history in a single click.

?Proper management control helps

Managers to view the list of prospects

generated by their subordinates/multiple

teams.

Task & Activity Management

?Accelerate your tasks and activities.

?Set reminders and record communication

history against each of your contacts.

?Deve lop marke t ing campa igns ,

distribution lists and events for better and

effective results.

?Save task or communication against a

record, such as notes from a telephone

call, correspondence and email.

?Manage plan of action such as profile to

be mailed, product demo's to be done,

Build lasting customer relationships across sales, marketing and customer service with an

affordable, easy-to-use PRM solution.

Prospects Management System

Assign access rights to the users

Sea rch P rospec t s based on Products, Services etc.

View the details of future call plan details based on the follow ups

View the prospects in database

Overview

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Managerial Control/ Dash board and

Reporting

?Monitor the prospects engagement

activity by providing different reports such

as call reports, Comparison Reports,

Executive performance report, Sales

Report, Prospect Lost Report, etc.

?Sales report helps executive and his

supervisor to keep track of targets set,

each month, month after month.

?Prospect lost report helps in finding the

reason for loss of prospect

?This can help in deciding on product

features, discounts etc. as preferred by

customers.

Manage Lead handling & routing

?Manage and track your generated

Prospect/Customer.

?A data de-duplication process eliminates

duplicate records.

?Besides you can assign authorized user's

with definite number of leads, in order to

have effective routing.

Event Management

?Showcase your products & Services.

?Record any scheduled marketing activity

such as a seminar, workshop etc.

?Manage call plans and follow-up actions.

Lera’s PRM is cost effective and is built on contemporary technology that delivers

tremendous business value through easy integration with 3rd-party applications and Web

services.

Prospects Management System

View order status of Clients based on the cold call, web demo, proposal, closed etc

Create Prospect details like Company info, Key Executives Contact details etc based on the key verticals

View and modify the details of the prospect

Add Conve rsa t i on details

View recent and past conversation details with the client

Overview

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Lera’s PRM enables management to generate various types of reports.

Prospects Report, Calls Report, Wrong Numbers, Daily Report, Country, Comparison Report, Favorite

Sales Process - Stage Location (SPSL), Last Call Conversation, Tasks Report

The following graphs represent the “Prospects generated in various industries”. Lera’s PRM System

allows viewing a single report in various formats like Pie2D, Pie3D, Bar2D, Line, Column2D, Column3D,

Donut2D, Donut3D, Grid and List.

Prospects Management System

?Manage People, Leads and Opportunities.

?Measure & Forecast Sales Success.

?Efficiently Track Customer Communication.

?Create & sustain successful relationships.

?Manage your products & services.

?Save time with distribution lists & email

broadcasting/campaigning .

?Plan & manage events.

Now your sales/on field teams can

update from anywhere anytime

through mobile, with our PRM mobile

application.

Reports

Benefits of Prospects Resource Management

Overview

Banking

Banking

10,000

BPO

BPO

Engineering Products

Engineering Products

Finance

Finance

Food and Beverages

Food and Beverages

Hedge Funds

Hedge Funds

IT

IT

Law Firms

Law Firms

Middle East Banks

Middle East Banks

Pharma

Pharma

Rubber Manufacturin

g Ind

Rubber Manufacturing Ind

8,000

6,000

4,000

2,000

0

Process Manufacturin

g Ind

Process Manufacturing Ind

Type of Flat

Type of Flat

ClassificationClassification

Next Planned Date

Current Conversation

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Prospects Management System

Lera Technologies is a global IT Solutions and Services Company that offers

a wide array of solutions for especially for Banking and Financial Services.

Starting from providing solutions for Risk and Compliance, Business

Intelligence, Spend Data, Business Process Management, e learning to

implementing IT solutions for clients, Lera straddles this entire space. Our

innovative solutions deliver measurable value through increased process

efficiency thus helping businesses to take faster and better decisions.

About Us

Clientele

Contact Us

Lera Technologies Inc 146, Briar Lane,Norwich,Connecticut - 06360. Tel: +1 (646) 915 - 0640

Email: [email protected]

Lera Technologies229 Arc, Makarios,3rd Avenue, Meliza Court, 4th Floor, Limassol 3105.Cyprus.

Email: [email protected]

Lera TechnologiesPlot #1, New SBH Colony, West Marredpally, Secunderabad-26, India.

Tel: +91 40 27700000 Email: [email protected]

INDIAEUROPEUSA

www.leratechnologies.com