1. CLIENT RELATIONSHIP MANAGEMNET “YOUR SUCCESS IS OUR SUCESS” Profsys Software Pvt. Ltd.

2. What is CRM ? Is a system for managing a company's interactions with current and future customers. It often involves using technology to organize, automate and synchronize sales, marketing, customer service, and technical support. Company Clients Technology SalesMarketing Support Service

3. PURPOSE OF CRM  It will speed up your business process & provide you the accurate data.  Builds long term relationship with clients.  Keep your precious business data at one place.  Anytime, Anywhere, Accessibility due to online product.  CRM software organizes information about your customers, tracks sales, and allows you to share information easily with your staff.  As a collaborative tools that enable all parties to interact with one another.  Able to set reminders for every activities so that you not miss any important appointments,deals,Payments etc.  All reports of daily activities of employees will be available at one click.  It helps you to develop strategy for your business.  Developing services that are customized to meet the buyers needs.

4. CRM Product Post Sale Customer Service Pre Sale

5. A set of activities normally carried out before a customer is acquired. Client Registration / Create Lead Opportunity Open Deals Follow Up Close Deals / Decline Deals

6. Pre Sale Module This module shall maintain all the records of Before sale activities. Reports Send Proposal Sales Client Lead Opportunities Transfer Lead Total Deals Open, Close & Decline Sales Opportunity Office Lead Inbound Opportunity

7. Pre Sale Module List of all registered clients. Sales Client The employee generates opportunity for its business. It will show the list of total sales opportunity generated by the each employees with its full description. Generating Opportunities From different sources employees will generate the leads by their own or by the company which is assigned to them. Creating Leads It represents the status about the no. of total deals are open, close & decline & also it shows the description for each employees deals. No. Of Deals

8. Pre Sale Module You can create the business proposal for send to your clients & track that which employee send the proposal to which client. Send Proposals It will provide you the different activity reports like - Client wise activity report, Employee wise & product wise activity report. Reports It will provide the follow up tracking details with clients. Follow up Tracking Matching Client requirement & availability of their requirement. Inbound Opportunity Setting alerts & reminders for daily activities of employees & self. Alerts & Reminders

9. Post Sale & Modules  It deals with the payment for a particular product made by the clients for buying our product.  Modules Close Client ListPending Payment Closed payment Delivery Status

10. Post Sale & Modules It shows the list of client which is closed in the pre sale activity with their payment details in it. Close client list It will show the payment list whose amount is still due or which is paid half only. Pending Payment Under this it will show the list of clients whose payment is fully paid and it is closed no amount is pending for payment. Closed Client List It will help to confirm delivery of product to the clients by verifying every thing. Delivery Status

11. Customer Services This module will help to manage all client services provided by the organization. Service Engineer - Creates no. of service engineer available at your office who will solve the client issue or complaints. Ticket Details - Support team will open the ticket for the complaint register by the client and assigned it to the service engineer for solving it. View the ticket details how many are open & closed with their detail description. Verified Tickets - Checking the tickets & verified it before closing it. It is verified by the support team.

12. Masters : Creating REGION MASTER AREA MASTER PRODUCT GROUP PRODUCT CATEGORY PRODUCT NAME LEAD SOURCE CREATE OFFER PROPOSAL ACTIVITY SET RANGE

13. HUMAN RESOURCE MANAGEMENT DEPARTMENT Creating various departments in the company. DESGINATION Creating the different designation available in the company. EMPLOYEE REGISTRATI ON Registering the employee with their full details in it to keep the employee full records. TEAM Creating teams for different projects or work.

14. USER MANAGEENT  Users is created by the Admin. Person of CRM.  Create number of users for different user types i.e. Post, Pre sales & Customer services.  The employees only able to access & work on the activity in which their users is created.

15. CRM MODULES TARGET  Set target for all employees.  View assigned target status.  Match Target VS Achieved. SETTINGS  Set message.  Block SMS.  Block Email.  Product MIS setting TARGET VS ACHIEVEMENT VIEW ASSIGNED TARGET SET TARGET

16. CRM MODULES REMINDER MODULE  Set target for all employees.  View assigned target status.  Match Target VS Achieved. WISHES MODULE  Set the wishes reminder for special occasions & send SMS to employees & clients.

17. CRM MODULES REPORTS  Get all kind of reports in different ways. 1) Employee wise reports. 2) Month wise reports. 3) Product MIS reports. CAMAPAIGNING  Connect with all your client at one time through Email campaigning.  It usually involves using email to send ads, request business, or solicit sales and is meant to build loyalty, trust, or brand awareness.

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