Planning, Targets and Standard for Customer, Sales, Service, Product, Employee and Channel
CRM4SURE gives you one of the most powerful and flexible planning capabilities for your organization. You can
set up plans, targets and standards for any entity like customer, leads, employee, product, channel, location, service etc
.and at any level for input figures. you can set up different parameters on
which employee can do planning on weekly , monthly , quarterly or yearly basis
Custom Business Planning and Target Setting Modes
With CRM4SURE you can not only plan your Week Month and year
in advance on different parameters, it also enables you to make ad-hoc plans on
time to time basis as configured by the administrator like 1-7th, 10th-15th
etc. CRM4SURE gives you the complete flexibility to configure your planning calendar
according to the needs of the organization.
Business Goals and Standards Rules & Principles
CRM4SURE also allows you to set up rules for goal and standards setting for
e.g till what time every month planning window will remain open, whether the
plan can be approved by immediate supervisor, if the supervisor can make
changes in the plan or not etc. As per your objectives you can also add or
remove the entities for which you want to do planning making it one and only
platform across the CRM space to provide such a functionality.
Reporting on Customer-Sales-Employee-Business Unit Planning vs. Performance
That is not all, since CRM4SURE has unmatched inbuilt
reporting capabilities as well, the planning data is further used to gives you
a total picture of what is done vis-à-vis what was supposed to be done.
You can analyse the grey area for any department
and take corrective measures, suggest the necessary changes to the concerned
departments or entities.CRM4SURE attempts at closing the loop in any process
from all aspects to achieve greater efficiency and speed.