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CRM Module Description

This document provides an overview of the key features and capabilities of a customer relationship management (CRM) software. It summarizes various modules for managing accounts, contacts, marketing campaigns, sales opportunities, orders, documents and more. Dashboards and reports are highlighted as tools to visualize important metrics and data. The system aims to streamline processes, improve visibility and support effective customer engagement across departments.

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343 views

CRM Module Description

This document provides an overview of the key features and capabilities of a customer relationship management (CRM) software. It summarizes various modules for managing accounts, contacts, marketing campaigns, sales opportunities, orders, documents and more. Dashboards and reports are highlighted as tools to visualize important metrics and data. The system aims to streamline processes, improve visibility and support effective customer engagement across departments.

Uploaded by

api-3781742
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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customer relationship management.

CRM entails all aspects of interaction a company has


with its customer, whether it be sales or service related. Computerization has changed the
way companies are approaching their CRM strategies because it has also changed
consumer buying behavior. With each new advance in technology, especially the
proliferation of self-service channels like the web and Wap hones, more of the
relationship is being managed electronically. Organizations are therefore looking for
ways to personalize online experiences (a process also referred to as mass customization)
through tools such as help –desk software, e-mail organizers and web development app

CRM Dashboard Views

True individual Dashboarding delivers data your sales team, your management and your
executive team. The sales and support team will view critical reports quickly follow up
on activities, leads and sales. potentials all from one sales management view. The
Dashboard, highly configurable, will also show outstanding invoices, trouble tickets that
need attention, and quote and order metrics.
Dashboard
The Dashboard is an important and powerful part of our tool. Dashboards can be set up precisely
to display the heart and soul of your sales and customer service business. Top metrics can be
selected by the user to be displayed and even better, reports can be created quickly and easily. The
Dashboard is the diving board, or jump off point, that propels users directly into the most
important Accounts, Leads, Optys, Trouble Tickets and more... The flexibility here gives you
sales power .
Marketing
Marketing campaigns are created and expectations can be set and than measured.
Marketing efficiencies will soar measured in lower cost per lead and measurable and
sustainable marketing campaigns. Your marketing dollars will be spent wisely to keep your
sales teams busy with warm leads that can close.

Account & Contact Management


Your customers are your most valuable asset. Customers will be nurtured with quality
touches and customers will be promptly supported as needs arise. This visibility to
activity, all potentials, trouble tickets, orders, invoices and all customer history will help
your team delight your customers. Accounts and Contacts are organized in the most
efficient way. Contact ownership is assigned and monitored and your intellectual
property, your important relationships, are safeguarded.
Contact Management
Your contacts are safely and securely accessible in one place. This makes marketing and
sales more efficient. All touches and activity that surround each contact are recorded
ensuring your valuable relationships are strengthened, not neglected.
Contact Management List View
DataForce CRM provides full featured Account and Contact Management. Your Contact
list views can be edited quickly creating customizable views which can be saved for re-
use.

Contact List

Your contacts can be viewed in a easily configurable views. Edits and filters can be
applied to display contact data precisely the way your users wish.
Document Management
Key documents are associated with your relationships and your activity. All users with
viewing privileges can use and view documents. This becomes your repository for
Quotes, for Purchase Orders, for Presentations and other important information. This
ends the searching for important information that is spread out across your company and
spread out in different locations. This makes you better. This make you more efficient.
This makes you money.
Sales Order
Your team users create a Sales Order with a single click from the Sales Quote. Your
company will avoid duplicate work and streamline the time needed to get Sales Orders to
the right person. Create a printer friendly Sales Order and deliver to the customers
through the integrated E-mail service. Then display all Sales Orders in a user friendly
report.

Daily Calendar Views


Your calendar can be view in several ways including list and calendar views. All events
and to dos can be assigned by users to other sales people. Alerts can be configured to
make sure all activities are completed. All sales team activities are visible to management
if desired.
Document Storage
Electronic files are attached to your Accounts, Contacts, Leads, Optys, and your Order
Management Modules making retrieval simple, making documents accessible and
searchable across your company. This can streamline your business, cut waste and give a
boost to customer support and sales.
Sales Quotes
Easily create Sales Quotes from Sales Potentials. Track outstanding quotes from your list
view and see your companies top outstanding quotes right in your Dashboard. Select
different prices for the same product as per customer segment and create printer friendly
Sales Quotes to be delivered to your customers fast. All Sales Quotes are visible and
accessible for quick follow up by sales to close more deals and close sales deals faster.

Opportunity LIsts or Reports


Opportunity lists are configured using a report builder. Each sales person, sales manager
and executive can create customized reports to display data that is important to the
individual. Opportunity lists can be customized, reported, exported and edited to
maximize selling efficiency and sales results.
Administration User Roles
DataForce CRM is easily configurable to business hierarchies. Data is disseminated to
users that need to view it based on administered privileges.
Products Management
Manage organization wide-products and get a 360 view of all product related activity.
This includes sales potentials, and even trouble tickets. Export Product details and create
Price Books as per customer segment. Procure products from a selected vendor list and
even import product details from other applications. All this functionality is designed to
automate and simplify your business so your people can do the highest value added
activities.

Order Management Purchase Orders


Streamline organization wide procurement and fulfillment. Track outstanding orders form
the Orders list view. Customize fields to your requirements and add line items to the
Orders and update subtotal, taxes, and grand totals automatically.
Reports
Flexible reporting gives all users the ability to set up reports and apply advanced filters to
deliver precise data. Reports can be added to the Metrics view right on your dashboard.
All reports can be saved for re-use and then re-edited to fine tune the columns, the order
of columns and the filters. The key is to get data into the tool fast and easily and then
deliver the data in a format the user is comfortable with and can be effective with.
Administration of User Groups
Groups can be created to segment data and to flow information across teams. Users can
be added to one or many groups to add value for a teaming approach. Teams can be
created and disbanded quickly based on the business requirements. One case begging for
a team approach is a complex sale that has several components.

Administration Editing Groups


Groups can be created to define management or selling and marketing teams. These
groups can be created quickly and then the right data can flow to your users cutting waste
and double entry. One way to use this is putting together a team to sell to a large
opportunity. You sure want to cover all the bases

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