A Customer Management System helps in managing and improving all the customer related interaction from first lead generation, prospecting, quote management to sales, service and post service interactions with built in functionality for issues, resolution and knowledge base management.Call Center Management allows centralized management of service calls and customers, and the follow-on service processes managed at any appropriate locations.
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Features at a glance:
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Lead and Prospecting
| | Lead capturing with customer preferences, item preferences, financier information, exchange information, competitors information etc. Manual or auto qualification with user definable stages like follow up, financier approval, exchange arrangement. | |
Call planning
| | Creation and monitoring of salesmen calendar with reviews. | |
Quote
| | Comprehensive Quote management with option to generate multiple negotiated versions of Performa Invoices/Quotations. | |
Campaigns
| | Comprehensive Campaign, Event, Activity planner that covers planning, budgeting, scheduling, and media management till the point of execution. | |
Issues and Resolution
| | Issue creation, tracking and Resolution with integration to workflow and knowledge base. | |
Planning tools
| | Multiple Planning tools like Forecasting, Campaign Management. | |
Reports
| | Reports on Lead Generation, Qualified Conversion, Lost with summary on sales person, demographic structure, reporting structure, item profile, customer profile. | |
Analytics
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Analytics with multiple years data on Conversion Ratio, Lost Reason Analysis with comparison and summaries on month, quarter, sales person, financier, demographic structure, item profile, customer profile.
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Unique Highlights
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 | Key Account (Customer) Management for better control over customer retention. | | 360-degree view of customer for improved knowledge base. | | Lost Sale Analysis for tighter control over customer acquisition. | |
Also provides domain specific analytics like schemes, financier, exchange effectiveness.
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