Sell more, Serve better

CRM Software
What is CRM? Benefits of CRM Who Uses CRM?

What is CRM Software

Customer Relationship Management Business strategy - puts the customer at the heart of the business Helps to manage more customer interactions and quickly. Consolidates customer information for analysis and viewing. Tracks: customers sales prospects people interaction management needs Turns large amounts of data into useful information Captures customer information converts it to actionable processes Streamlines Sales, Marketing, Customer Service activities

Benefits of CRM
Manages Customer Interactions Faster Increases Revenue Increases Profitability Improves Customer Loyalty Gains Competitive Advantages Improves the productivity of Sales executive Improve reporting system and helps to track sales activities

Benefits of CRM Software

Auto generate reports for better analysis. Centralized Database Records history of the clients. Saves Time.

Who uses CRM?

Mostly Companies having Sales and Service Team
Manufacturing. Traders/Dealers/Distributors Retailers Institutions/Organizations Service Industry (Hotel, Education) Many more..

How much time your sales exec. take to get started for the day after organizing his schedule ? Two hours One hour an hour

What if he has a systematic list of all the activities planned for the day by himself as well as his seniors!

To add new Task. To view complete Task

How much time your Sales Exec. take to find the sales material/documents/catalogues? One hour/day Two hours/day Four hours/day

Cant find- do not respond

What if you have a centrally stored database where you can store all the necessary documents, which can be retrieved anytime, anywhere, anyplace?

How is the sales data being maintained with the Sales Executives, Managers and field staff? Everyone has his own database i.e. diaries, excel files etc. Person Specific way of maintaining / updating

How if the sales data could be available centrally and as a standard process/format across the organization?

How much time your Sales Executives spend writing sales reports? Are these reports unbiased? All Saturdays One day a week a day everyday

Once a fortnight

How if you get unbiased & auto generated reports reflecting every minute information about the Sales Department of your organization?

How often Are you able to view whether your employee has worked on your suggestions/ feedbacks? Is he/she able to communicate if he/she requires help? One day a week Whenever the review is done, in a month or so

How if you can track there responses on the remarks given by you in real time?
What if you had a two-way communication system eradicating every possible communication gap, and, documenting every cc. done among team?

No of feedbacks by senior

Have you ever analyzed the ve consequences of Sales Attrition/Turnover? Lose of sales opportunities/data, in-turn revenue, with their personal diaries. Possibility of Data Sharing with competitor company. Newly joined executive don't know the status of the leads & he starts working right from the beginning, thereby, lengthening Sales-cycle.

What if you get the track of each and every of his sales opportunities including the status of each call (recent follow up details) and could conveniently switch responsibilities to someone else to take them forward!

How do you get sales reports from a sales person? Through couriers Through faxes Through phones Through E-mails

How if no couriers, mails were required to be sent and you could see sales reports tabulated on sales calls, Targets, Orders, Employee performance/work reports WHENEVER & WHEREEVER required ?

What are the business benefits ? Some of the business values/benefits foreseen with the deployment of Sales Increased sales revenues

Mantra are -

Reduced Sales-cycle time Improved customer response / relationship Accessibility at anytime from anywhere Faster communication within team

Make smarter strategic business decisions based on MIS

and many more

How much of training do the sales people need to get into the system?

Sales Mantra

is the simplest, user friendly and yet the most powerful system in the market place today.

Minimal user training is required to get going with the application. Its as simple as browsing a website.

This report display the information of sales call according to region wise and branch wise.

From this report you can also count the total number of suspects, prospects, sales call and key account .

This report displays the Sales Funnel i.e. displays the number of calls at each stage of Sales along with their expected order value

 This shows detail of the various enquiries or customers according to the location they belong to.

 This report display the ageing of the follow ups done on a particular sales call. This indicated the neglected call for each executive. The figures in report are clickable and the user can drill down to see the details.

 This shows the projected sales expectations for each employee for the year.

 This report displays the value of orders generated by a particular employee. This report is generated on monthly basis or quartely basis.

Clicking on the value of the order displays all the information regarding the order.

 This report displays all the information regarding customer orders. This information includes the order date, region, branch, team, product selected by the customer, customer name and value of the order etc.

Balance Order Value

Received Amount

 This report shows the performance of the individual for the selected time frame. All figures are clickable and the user can drill the same for more details.