Covers business Scope ..with Balance

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Presentation transcript:

Covers business Scope ..with Balance

COMMON MODULE + DEVELOPMENT FRAMEWORK SCOBAL Modules 1 2 3 4 5 COMMON MODULE + DEVELOPMENT FRAMEWORK

CRM Modules Sales Force Marketing Campaigns Leads Management Customer Accounts Customer Service Comprehensive KPI’s

CRM – Flow Diagram Sales Force Activities Activities Marketing Campaign Lead Quotations Account Quotation Receive P.O. Contract Opportunities Opportunities Invoicing Competitor Analysis Customer Service

Sales Force N-Level of Sales Force Teams Team Leader Multiple Sales Rep. Data Access based on Team Scope Reports based on Scope Sales Team A Sales Team B Sales Team C

Marketing Campaigns All Types of Campaigns Planned Period Advertisement Telemarketing Email Shots AdWords Conferences Pinballs …etc Planned Period Expectations (Revenue / Quantity) Cost (Budgeted vs. Actual) Campaigns KPI’s Link to Leads and Accounts

Leads Management Quick Lead Creation Lead Source Name Mobile # Lead Source Marketing Campaign Other Sources Sales Force Activities Meetings Presentations Inbound / Outbound Calls … Opportunities Probability, Amount, Revenue Competitor Analysis Win / Loss Report Quotations Products / Services Integration Print out Convert it to Account

Customer’s Accounts Full Customer Account Info. Account Source Convert Lead to Account Account Source Marketing Campaign Other Sources Opportunities Probability, Amount, Revenue Competitor Analysis Win / Loss Report Quotations Products / Services Integration Print out Contracts

Customer Service Keep Healthy Communication with Your Clients By proper follow-up Customer Service Ticket Categorized by Project Assigned to Customer Service Team Members Priorities (Low / Mid / High) Ticket Status (Open / For Review / Closed)

Thank you