Get ultimate flexibility in master
data management for Sales, Leads, Customer, Employees, Locations, Products,
Channels, Collectibles, Service Request and lot more. Create new masters as per need, configure
additional attributes with validations, Set-up hierarchies and unlimited classifications and tags.
CRM4SURE BPM enables work-flows linked to
any master or transaction. You can manage flow of leads, customer
registrations, service requests, channel development, training,
orders and many more. One can configure unlimited work-flow levels, work-stages
and rule-based auto movement.
Assign your customers, leads, channels, service requests,
products and receivables to your employees, vendors, branches and much more. You
can do one-by-one, block, multi-select and rotational assignments. You can have
one-to-one, many–to-one, many-to-many assignments with flexible business
Generate real-time CRM alerts and notifications for events
for customers, vendors, employees, channels and other entities. For example
service request status, order processing stage, welcome message, ageing leads, daily
work management status, geo-location movement and performance dashboards.
Capture work done by staff with Daily Sales
Report, Customer Report, Collections Report, Service Report, Field Visit
Report, Logistics Report, and so on. Track each
activity, its outcome, next action, next follow-up date, location visited, person
met and remarks. Ensure field staff consistency and performance.
Set up business standards
for employee, businesses, customers, channels, locations, products and lot
more. Make targets ranging from effort
to business results. Ensure early warning signals and leading indicators to
make your business fail-safe. Plan for all stages ranging from effort to
Provide direct access
to your vendors, and channel partners to view and provide information. Bring 360 degree business environment on one platform and create
transparency in operations, sales, services etc.. Get seamlessly
connected to your key stakeholders and network partners.
Get action-oriented information
on customer, sales, service channel, products, employees and lot more. Provide Reporting
and analytics to your employees when-and-where they need it. With a flexible report designer and MS
analysis engine, publish need-based predefined as well as adhoc reports.
CRM4SURE provides single 360 degree customer
view as one unified database for marketing, sales and service. Get a single
view of leads, channels, locations and employees. View your customer leads,
current relationships, payment status, service history, references and much
more in a unified interface.
Significantly increase employee effectiveness, least
cost and effort of training. KM platform has world-class features like
Encyclopedia, Knowledge Channels, Tips, FAQs, Templates, Videos,
Personalization, Search & Navigation and whole lot more. Seamlessly
integrate CRM with content repository.
LMS platform ensures personalized
and cost-effective employee learning and development. You can build Interactive
learning modules of text, audio, video and presentations. Embed feature-rich quizzes
and question-banks for validation with a 360 degree view of Training scorecard.
CRM4SURE is a highly secure platform. It is
fully tested against public web access vulnerability. Apart from role based
access to menu options and forms, manage rule-based access to data operations. There
is a complete LDAP integration as well as on-demand encrypted storage.
Ensure real-time sales and field employee
geo-location tracking. CRM4SURE supports gps tracking as well as other methods
like cell tower based tracking as well. It is integrated with Google maps, so
to effectively map employee movement. Get online notification and alerts on
Get full-scale EMM or Enterprise Mobility
Management solution. This capability can be used for sales, service,
collections, logistics and other field functions, to ensure that all key CRM
features are available on mobile. A field employee can get and provide all
information on his on his fingertips.
Complete integration with MS- outlook in terms
on Calendar, Contacts, Tasks and Emails. Any mailing or organizer activities
happening in CRM solution gets synched with outlook platform. Apart from
MS-outlook link, get a captive mailing and organizer platform within CRM4SURE
Execute intelligent sales, service and field
tour-route planning. Do trip-planning and coverage strategy on customers, collectibles,
channels and locations based on business rules. Plan-out field movement routes
on monthly and daily basis. Get real-time reports on trip plan vs. actual
Set-up sales, service and customer, and other
business related work schedules, calendar and tasks. Manage activity norms and
frequency and ensure an enterprise discipline. Ensure a well-organized front-end machinery, where employee know what
they have to do and when.
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