CRM Overview. 2 1. CRM is Horizontal. 2. CRM have two variant i.e. B2C and B2B 3. CRM is tightly integrated with Wellness. 4. CRM is tightly integrated.

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Presentation transcript:

CRM Overview

2 1. CRM is Horizontal. 2. CRM have two variant i.e. B2C and B2B 3. CRM is tightly integrated with Wellness. 4. CRM is tightly integrated with Manufacturing. 5. Road map: CRM integration with QSR.

3 1. Hybrid model of Lead Creation and Appointment booking. 2. Two way SMS. 3. Feedback integration. 4. Auto case registration degree view of Customer. 6. Smart Card integration. 7. Good analytic. 8. Mass and SMS using campaign and Communication module. 9. Call center integration for Lead. 10. Clinic online status. Top 10 Key feature of Wellness - CRM

4 Top 10 Key feature of Manufacturing - CRM 1. Opportunity management to track opportunity. 2. Policy management to define allowances of Sales officer. 3. Monthly workplan to define workplan and travel plan. 4. Stock and Sales used to define stock details of Stockist. 5. Daily worksheet used by sales officer to log daily call. 6. Beat Planning. 7. Auto claim registration. 8. Mass and SMS using campaign and Communication module. 9. Configurable workflow. 10. mTop: Mobile application for Lead and Daily worksheet.

Thank You