“Your Customer Relationship

Our Solution”
During the Course
Of this presentation
You
Will be able to

UNDERSTAND

how

Works, &
Have a feel
Of our
solution
With the help of
Screen-shots & callouts

Send Mail to
create
ticket
Objective

Help you offer the best possible service to your Sales Prospects &
1 Customers and bring about the desired change to your Revenue & Bottom
line profit.

2
A Web Solution that will help you monitor the progress of your
organization and manage your Sales force from anywhere in the world.

3 A solution that can be put to use even if you don’t own a Server (both
hardware & software) and don’t have the services of an IT Head/Team.

4
Offer a comprehensive CRM solution that can be deployed instantly and
ensure a Return-On-Investment in the shortest possible time.
Product Functionality

INTERFACE
Sales Support Inventory
To
Trouble Service Installed Warehouse
Campaign Contact Pipeline Stock Re-Order
Ticket Entitle Product Stores
Mgt Mgt Mgt
Mgt Mgt Mgt
Mgt
Mgt
Mgt
CTI
IVR
Territory Product Price
Engineer’s
Schedule
Time &
Expense
Knowledge Replenish
Sales
Order
Repair
Order
HR
Mgt Mgt Mgt Base Mgt
Mgt Billing Fulfillment Fulfillment Financial
Pick
AP/AR
Quotes & Mobile Service Pack Ship &
Sales Blackberry
Reseller
Portal
Partner
Self
Service
Workforce
Mgt
Ordered Ordered Fulfill MRP
Order Mgt Access Portal Product Product Order
Incentives

Reporting / Management Dashboard

Analytics / Business Intelligence

CRM24X7 – Sales Force Automation

FEATURES
• Manage Campaigns, Sales Promotions &
Advertisements
• Generate Sales Prospects and Manage
Leads & Opportunities
• Define Targets & Track Performance
• Manage Accounts, Companies, Contacts
• Manage Customer Interaction (Phone,email)
• Manage Events & Commitments
• Manage Sales Promotions
REPORTS
• Up-to the Minute Actual Sales Vs Targe
Report
• Up-to the Minute Sales Pipeline Report
• Sales Forecast Report
• Sales Executive Productivity Report
• Sales Executive Performance Report
• Territory Performance Report
CRM24X7 – Sales Work Flow
Source:
Campaigns
Dormant Trade Shows
Potential Customer Referrals
Others…

Stocking Level verification

_____________________
Order fulfillment _
Available Qty < Re-order
Level

No
No
Business Prospect
Potential?
Pick

Stock Available?
Yes

Auto-generation of Product
Request
No _____________________
Yes
Convinced About Lead Pack _
Product? Update Material Receipt

Yes

Ship
No Order Product
Convinced About Opportunity _____________________
Price? _
Inventory In charge

Yes

Sales Order
Update
Inventory
Yes

Order
Fulfilled

Your Sales Cycle is in-complete and your Customer Relationship is at Risk if your Order is not fulfilled Properly.
Sales Executive’s Virtual Office
This is the 1st screen the Sales Exec will see. It has complete info pertaining to his/her Sales activities.

Sales Executive’s Virtual Office

Just login and obtain complete set of info pertaining to his Sales activities in a single screen.
Get the list of customers who asked you to revert back
TODAY during your earlier interaction. Precision follow up.

Get the list of customers who asked you to revert back

TODAY during your earlier interaction. Precision follow up.

Target Achieved

Exec’s total pipeline. The Exec’s Tasks & Events (Meetings) schedule for Search & Identify Customer
Today are displayed here. <FIND CALLER>
Know your customer
Spare your customer from repeating whatever was earlier discussed with your Executive proceed from
the point it was left off. The concerned Executive’s absence will have no bearing on your business.

Obtain complete details Obtain the complete Check out

of all pending enquiries Purchase History unresolved customer
issues Status

Follow up on the Appointed Date

Interaction History & Action Log on each record will enable you to focus & follow up accurately.
Record & retain customer interaction across
multiple channels

Once a Customer interaction is recorded, It remains with

the organization through out in a READ ONLY mode.
Prospect
Customer relationship begins with a prospect. Collect basic info about a potential customer. Prospect Phase is
used to identify the right contact and find whether there is any potential

Define Territory & the next follow

up date.

Add multiple contacts to the

prospect company

Capture additional info relevant to

your requirements.
Lead
A Prospect is converted to lead once it is clearly established
that they are interested in your products / services.

Define Rating as Hot,Medium &

Cold. Fix the Sales Process as
Corporate Sales /Tender Sales Etc

Include supervisor for

participation in Selling.

Record all customer interactions

here.

Attach products of interest.

Products can be Standard, Non-
standard & Promotional.
 Opportunity
A Lead is converted to Opportunity when a formal Quote is expected. All negotiation activities are handled
at this stage & previous quotes kept track of.

All interactions (emails &

notes)captured in Lead
stage is brought to
Opportunity stage and
added upon.

Capture Taxes, Installation charges, Get an alert when there is a failure in Generate a formal Quote and check out
Shipping charges info here closing the sale on this date. all previous quotes here.
 Quote

A formal quote with your company logo and address can be generated from the Opportunity page with just 2 mouse clicks.

Print & Fax or Email Quote to customer

 Sales Order

Once the negotiation is complete and the Sales is Won, a Sales Order can be generated with just 2 Mouse Clicks and forwarded for
further downstream processes.

Most of the CRM

solutions conclude
the Sales cycle at
this stage.
CRM 24X7 goes
beyond.

To Inventory, Customer Support &

Billing departments.
Order Fulfillment – Product Request

A Product Request automatically gets generated when Data Transfer is effected from the Sales Department.

Product Request can

be from Sales, Service
and other branches.
Stock Availability

Commit to the customer only what you can deliver.

Order Fulfillment – Pick the Products

In this case, the ordered Qty is 5 and the available stock is only 3. You are effecting a partial fulfillment and the Product Request
cannot be closed till the entire order is fulfilled completely.
Order Fulfillment – Pack the Products

Pack the Products picked in the last screen

Order Fulfillment – Ship the Products

The product request gets closed after the sales order gets completely fulfilled.

To Customer Support & Billing

departments.
Management Dashboard

This Management Dashboard dynamically indicates the health & progress of your
organization and is available to you at all times. We can also add any number of charts
with metrics that are important to your organization

Your organization’s support structure is either Will help you plan your Inventory requirements &
failing or under stress. Needs your intervention. Financial commitments
Reports
Sample Reports of Product performance & team performance is shown below.
Reports
Territory Performance Report & List of Sales Reports Available within CRM24x7
Prospect Reports:
 Prospect source report
 Prospect territory report
Pipeline Reports:
 Status wise Leads report
 Account wise Leads report
 Lead conversion report
 Status wise Opportunity report
 Account wise Opportunity
report
 Opportunity conversion report
Setback Reports
 Dropped prospects report.
 Dropped leads report.
 Dropped opportunity report
 Lost to competition report
Management Report:
 Report on calls Made
 Call and Meeting Report
Performance Report:
 Top line Product Performance Report
 Bottom line Product Performance Report
 Top line team Performance Report
 Bottom line Team performance report
 Top line territory performance report
 Bottom line territory performance report
 Top line Sales executive report
 Bottom line Sales executive report
Sales Report:
 Sales Forecast Report
 Cancelled Sales Order Report
Effectiveness Report:
 Sales Promotion Effectiveness Report
 Advertisement Effectiveness
Note:
Apart from the above specific reports
would be offered on request.
Cumulative Benefits of CRM

Increase in Sales Revenue

Achieve Global Competing Capabilities
Increase in Business Value
Acquire / Maintain Market Leadership
Differentiate Product / Service from competition
Maintain Sales Prospects / pipeline data safely
Increase Employee Productivity
Up Sell / Cross Sell
Run effective campaigns & advertisements
Reduce Sales Cycle Duration
Increase in bottom-line profitability
Cumulative Benefits of CRM

Achieve TOTAL Customer satisfaction

Achieve Service excellence / customer delight
Reduce Service Delivery Cost
Empower customer to self serve thro’
Customer Self Service
Achieve customer retention
Achieve significant Repetitive & Referral Business
Increase Maintenance Revenue
Streamline Inventory
Optimize Inventory Costs
Streamline order processing & fulfillment
Cumulative Benefits of CRM

CRM24X7 will Maximize your

Revenue & Bottom-line Profitability by

enhancing Employee Productivity,

Management Efficiency, Customer

Satisfaction and Employee Morale.

Conclusion

Presentations have
their limitations and as Call (AGM - Sales): 98841 35440
such this presentation Call (Delhi): 99995 05525
covers only the most Call (Mumbai & Chennai): 99622 02244
important features. Email: enquiry@crm24x7.com
Please revert back for
an interactive
demonstration that The Management of CRM24X7 would like
would cover the to thank you for taking the time to review
complete functionality.
this Presentation.

Thank You !