Nfra CRM

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eresource nfra ERP
CRM Module Tour
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Industry overview

• The project companies is currently facing ample
  number of challenges like -
• 1) Increasingly large and complex projects,
• 2) Shorter turnaround times
• 3) Prolonged handover requirements.
• 4) Increased competition
• 5) Volatility in material prices
• 6) Profitability margin
• 7) Cost control parameter
• 8) Customer satisfactions

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Operational lacuna

• Project life cycle management
• Estimatiorn of project
• Maitantaine data of multiple stake holder
• Complex sales process
• Integrated solution for collected data and
  customer information
• Trouble spots and speeding up customer
  satisfaction.
• Mature CRM systems and billing applications.
• Unstandardise business procces
• Quick decision making
• Efficient collaboration tool with customer needs

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Features of CRM

• Sales and Negotiation Bible
• Questionnaries Master
• Questionnaries Display
• Followup List

• Sales
• Sales Lead

• Order Management
• Sales Enquiry
• Sales Quotation
• Sales Order

• Pending Approval
• Pending Lead
• Pending Enquiry
• Pending Order
• Pending Quotation

• Sales Reports
• Lead By Source
• Open sales Ageing
• Sales Performance
• Activity Log
• Key Performance Indicator
• Sales Funnel
• Lead by Region

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Dashboard
Todays scheduled activity list
Date wise pending activity list
eresource CRM dash board provide a real time
snapshot of your organization key metrics. Using
dash board you can easily visualize the
oportunities , approach, status of sales-lead in
SPANCO model i.e SuspectDefinition Prospect
Identification ,Approach -Analysis Evaluation and
qualification of requirements, identification of
the solution Negotiation, Closing Finalization ,
Order Ongoing Account follow-up and Order
management and sales monitoring
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Questionnaries Display
According to category and related the question
and answer will be displayed
Resulted Questions
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Followup ListWFollow up list enables you to
maintain the follow ups of all sales call. Each
sale Lead / Calls can be classified as per the
priorities, such as Moderate, Low and High for
easy identification.
Add your new followups System will
automatically create the thread of your followups
Priority of followup
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Sales Lead
It will automates lead generation, lead tracking,
follow-ups etc., in simple yet incredibly
powerful fashion.
Other related information of customer
Your see your followups as shown in previous slide
You can add your new followups as shown in
previous slide
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Sales Enquiry
The most important factor in the sales enquiry is
the provision to update/add BoQ items.
Provision to attach any format file related to
your enquiry
General Information
Enquiry can be tagged /Notified to multiple
Associates/User
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Sales Enquiry(Client Detail Tag)
Where you will have the complete information of
client, consultant details
Client Details
Consultant Details
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Sales Quotation
Apply Resources to multiple BOQ Items at one time.
Amount Distribution
Related Associate
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Sales Estimation
Total amount with net profit
Detail Quote
Offer Format
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Sales Order
Converting Order from Final Ammended Estimated.
Attachment of related document
Financial terms and condition
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Pendings
You can see all your pending leads,enquiry,
Quotation, Order in this page. Where the green
colour indicate unseen transaction
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Report
You can see reports for Lead By Source,Lead by
region, open sales performance,activity log key
performance indicator
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Sales Funnel
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eresource CRM Solution key Feature

• Estimation is computed on line wise item of of
  BOQ.
• Precise material planning
• All cost like Material, Subcontracting,services,I
  nstallation, adon charges are automatically
  applied.
• Questionnaire bible for knowledge sharing.
• Follow up list to manage each sales lead on
  priority basis.
• Manage and generate sales lead which gives
  complete information of customer.
• Holistic approach to manage sales inquiry with
  extensive detailed information
• Provides senior management with accurate
  visibility into the Project Sales Pipeline.
• Valuable information around key stakeholders
  assists in maintaining lasting and satisfactory
  relationships.

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• DASHBOARD AND REPORTING
• Personalize data views, real time snapshot.
• Based on SPANCO model
• Use built-in traditional or customize reports
• Track and measure performance for the
  organization and individuals.
• Use inline visualizations to gain knowledge on
  key performance indicators (KPI)
• Facility of To do list ,regularly
  Notification and Pop up

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Why we are best

• Our Strenth
• leading and pioneer in web based ERP solution
  provider company in India as well as expanding
  our footprintoverseas.
• As of 22 years of huge experience in
  implementing ERP in India and middle east.
• Indigenous company having strong track record of
  350 ERP successfully implementation across
  diverse i industry verticals.
• BBC also recognized us one of the fastest growing
  Enterprise software company.
• 70 qualified professionals and 50 plus Support
  Implementation.
• Independent dedicated teams of highly skilled
  professionals under each vertical.
• Our Core focus on helping the business to achieve
  operational excellence and better ROI by
  providing cutting edge, robust software solution.

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• Customer Insight -
• eresource ERP solution help to gain a better
  understanding of their customers through Customer
  Data Integration, ensuring content consolidation,
  and effortless managing customer information.
• Efficient and Scalable Solution -
• eresource customer-centric approach helps
  organizations to achive operational excellence
  solutions effectively and at optimal costs.
• It is achieved by our domain expertise gained
  over 22 years of successful ERP implementations
  andby employing best global practices-based on
  business process

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Contact Us
Registered Office eresource Infotech
Private Limited, TMA House 1st floor, Road
No. 16, Plot No. 6,Wagle Estate ,Thane
(West) Tel [phone] to 91 22
41118050 (50 Lines) www.eresourceerp.com
http//nfra.eresourceerp.com/ Dubai P O Box
52034, Dubai UAE Mobile Number 0097155
9018499 Email sn_at_eresourceinfotech.com