CRM software, or Customer Relationship Management (CRM) software is an industry term for software solutions that help enterprise businesses manage customer relationships in an organized way.

Customer Relationship Management Solution consists of the processes a company uses to track and organize its contacts with its current and prospective customers. CRM software is used to support these processes; information about customers and customer interactions can be entered, stored and accessed by employees in different company departments. Typical CRM goals are to improve services provided to customers, and to use customer contact information for targeted marketing.

CRM is a comprehensive way to manage the relationship with your customers for long-lasting and mutual benefit. Modern CRM systems enable you to capture information surrounding customer interactions and integrate it with every customer-related function and data point.

CRM can mean increased customer loyalty and profitability. On the plus side, customers with successful CRM systems report higher profits; lower costs to attract and retain customers; greater customer loyalty; and smoother, more streamlined workflows. Specific benefits include:



Successful CRM involves many different areas of your company, starting with sales, of course. But also various other customer-facing areas, like marketing and customer service. We offers a technology solution for all those areas… CRM is a comprehensive way to manage the relationship with your customers for long-lasting and mutual benefit. Modern CRM systems enable you to capture information surrounding customer interactions and integrate it with every customer-related function and data point.CRM can mean increased customer loyalty and profitability. On the plus side, customers with successful CRM systems report higher profits; lower costs to attract and retain customers; greater customer loyalty; and smoother, more streamlined workflows. Specific benefits include:

   Enquiry management for Cold calling, Actual enquiry or Tender
   Facility to attach images, specifications and technical drawings for clear understanding
   Assign, qualify and convert leads
   Maintain multiple item categories and groups and multiple units of items for easy allocation, grouping and  differentiation of materials
   Schedule calls and meetings with prospects.
   Maintains Customer details with all contact information.
   Mass emails to Customers (according to the product-wise or industry-wise)
   Creates Quotation for the Customers with separate ITC charges, service charges, TAX individual Product wise  or Overall on all product…also same for  discount,  overall or  pc wise discount .
     This way we generate 3  different type of quotation format. Raise quotations and send them to prospects
   Sales order management
   Sets Customer status as Active/Inactive
   Alerts for Notifications/Tasks expiration.
   Multiple Sales Invoice / Running Bill Facility. 
   Sales Order Link with Complaint Management and Account
   Incentive Module – Pcs wise / Value Wise
   Payment Follow-up   Schedule / Reminder
   Direct Sales Order or 3 Level of Approval for Sales Order creation
   Petty Cash/ Expenditure link with Sales Task filling form  
   3 level of Approval for Petty Cash/ Expenditure
 
Reports

   Inquiry register
   Open Inquiries (By Salesman, Customer, Category, Product category, Product, Sale stage)
   Action to be taken (By Customer, Action to be taken, Date, Salesman)
   Action taken (By Customer, Action taken, Date, Salesman)
   Lost inquiry analysis
   Quotation with 3 formats
   Orders received
   Performa Invoice
   Delivery Challan 
   Running Invoice
   Final Invoice
   Incentive Report Piece wise/ Valve wise, also depending upon payment received


   
List of other softwares : Full ERP Software / Accouting Software / Inventory Software / Accounts with Inventory + Barcode Software / Hr & Payroll Software
/ CRM Software / Complaint Management Software (CMS) /Export & Import Software ..can be customised according to the client requirement and budget..
 

The resulting information mosaic is then used to create and automate a variety of processes that identify, and describe, valuable customers. Most important, these processes help you personalize new and ongoing interactions to cost-effectively acquire, stay close to, and retain these "good" customers.

Put another way, there are good customers and not-so-good customers. Can you tell them apart? What will it take to keep the good ones good (or make them better) — and how can you get more of them? Can you improve the not-so-good ones — and is it worth the effort? Now apply these principles automatically, to your entire customer base and prospect pool, as your business and the market evolve over time. That is CRM.


 
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