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A CRM For Your Organization EMS – ENQUIRY MANAGEMENT SYSTEM Contact : Sanket Jasani ( ) Jeet Patel ( ) (A Tap and Type Product)

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Presentation on theme: "A CRM For Your Organization EMS – ENQUIRY MANAGEMENT SYSTEM Contact : Sanket Jasani ( ) Jeet Patel ( ) (A Tap and Type Product)"— Presentation transcript:

1 A CRM For Your Organization EMS – ENQUIRY MANAGEMENT SYSTEM Contact : Sanket Jasani (09978812644) Jeet Patel (09824143009) (A Tap and Type Product)

2 Basic Flow of Lead Management New LeadClient Communication via Follow Up Lead Successful Lead Unsuccessful Leads through Various sources

3 Primary Causes why Leads don’t get converted into Customers :-  Mismanagement of Lead Information  Incomplete Lead details and sometimes missing it completely  Not Acting upon quickly-properly  Less or no Follow Ups

4 How does EMS solves the problem? Overview of all Leads of the whole Organization in a single Click Track & Manage Every Single Follow Up Timeline of History of discussion done System helps user to remind potential leads on timely basis

5 Important Features of EMS :-  Digital Storage of Data “ Data are becoming the new raw material for business. – CEO, Microsoft ”  Works Offline or Online – accessible from anywhere, any device  Multiuser, Access right based System

6  Team Management among users  User Friendly Interface  Get clarity on which factors are driving your sales : Lead source, Sales People, product & services  Reminder System  Automatic SMS Communication with guaranteed delivery  Effective Follow Up System

7  Measure effectiveness of your Marketing Campaign  In depth Analysis through Various Reports  Very Easy for Management to track Employee’s work efficiency  Documents can be scanned & stored  Data Export in PDF & Excel

8 Various Reports in EMS System :-  Daily/Weekly/Monthly/Quarterly/Yearly Follow Up Report  Expired Follow Up Report  Daily/Weekly/Monthly/Quarterly/Yearly Lead Up Report  Daily/Weekly/Monthly/Yearly Work Done List  Send Promotional bulk SMS  Graph Reports  Efficiency Analysis Report  Unsuccessfully closed Lead Analysis

9 Some of the Screenshots of EMS System

10 Home Page

11 Add New Enquiry Page 1

12 Add New Enquiry Page 2

13 Options after you add an Enquiry

14 Page to Add New Follow Up

15 Successful Lead Close

16 Unsuccessful Lead Closing

17 Find Customer or Enquiry

18 Reports Page 1

19 Reports Page 2

20 Follow Up Report List

21 Graph Reports

22 Track the performance of your own organization

23 Measure Effectiveness of your marketing campaign by tracking source of your Enquiries

24 Thank You! Thank you for your Valuable Time. Call Mr. Sanket Jasani on 09978812644 or Mr. Jeet Patel on 09824143009 For LIVE Demo & more Information.


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