Customer Relationship Management ERP

1
Construction CRM
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eresource Construction CRM
eresource CRM enables construction companies to
automate many manual processes and track all
building projects by location, type and sector.
1. eresource CRM manages

• t sales process
• rack pipeline activity
• control job progress

• engineers,
• contractors
• construction suppliers
• architects

3. Saves time and improves customer experience.
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Features Of eresource 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 List
Follow 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
Priority of follow-up
View
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Sales Lead
It will automates lead generation, lead tracking,
follow-ups etc., in simple yet incredibly
powerful fashion.
Related information of Customer
See the folloups as shown in the 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.
General information
Provision to attach any format file related to
your enquiry
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 Destribution
Related Associate
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Sales Estimation
Add material
Offer format
Detail Quotation
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Sales Order
Converting Order from Final Ammended Estimated.
Financial terms and condition
Attachment of related document
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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
View
14
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 (S.P.A.N.C.O. Model)
Suspect
Prospect
Close
Approach
Order
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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