CRM Software mumbai,CRM Solutions, CRM System, CRM Services, Customer Relationship Management, CRM Solutions from intrawebsolns, CRM india, CRM Mumbai, Customised CRM Solution, CRM for pharma company, CRM for medical, CRM for Hospital

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..

CRM
Customer relationship management (CRM) is all about managing the relationships you have with your customers - We provide innovative, budget-tailored CRM. CRM combines business processes, people, and technology to achieve this single goal: getting and keeping satisfied customers. It's an overall strategy to help you learn more about your customers and their behavior so you can develop stronger, lasting relationships that will benefit both you and your customers. In today’s world the customer is, the one who makes the difference between a companies success or failure. It’s very hard to run a successful business without a strong focus on CRM. After all, it’s all about the customer.

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… and because your company is one of a kind, you can customize your CRM solution any way you need to, from how the interface looks to the type of logic built into the system.

email can be send to individual (after doing search put client name or phone number or email) or mass emailing also can be done (after uploading Excel)
Emails will send to individual in his or her name
SMPT server detail we required from your end, for Bulk mailing

Welcome to Intrasoft -CRM
Homepage will show todays task and todays Lead to follow-up

Marketing Activity à New Leads or New inquiry from Existing Customer

Marketing Activity à New Leads or New inquiry from Existing Customer Click on New Lead
View New Leads as well as existing .
this is a provision to sort enquiry datewise, country wise, client name, telephone number, email ..as well as sort ascending or descending records . Users get a full overview on all dialogue with the contacts: who talked to whom about what and when to follow up.

New Leads

here you can view the task assigned by me or assigned to me or created by me.. view all dialogue with the contacts: who talked to whom about what and when to follow up.

Here person can assign task himself or to others, put due date and also if any expenditure happen for travelling to client place or loading he/she can fill voucher from here only that during this task (like meeting or ids call) this much was the cost..

Also we have voucher/Expenses approval

Here you can see approval level ..1st level where user create voucher and his senior person put remark and approve the amount and last 3rd person finally approve the voucher..

Quotation
At the time if we change the stage to quotation or we click finalize it goes to quotation state were quotation is created ..

Marketing Activities >> Quotation

This is Quotation page here you go by Marketing Activities à Quotation from this tag

Quotation Page : Initially you can see enquiry without quotation ID, means till now we have not submit any quotation to client..and we can sort quotation by date, completed or pending ..

.

2nd page is Product description
In this page you have to fill up amc, Amc Type like: Comprehensive/ non-comprehensive
Select discount/ tax/ additional tax: Individual / overall / none
Select service type: one time/ monthly/ Quarterly/ half-yearly / yearly etc

After that select you have to apply for this by click on button after that tax discount applicable for product

Then you have fill up rate of product, ITC cost, discount, tax, additional tax
After Filled data click on Update button & then you see data in below table

Again you can edit / delete this data
Then you have to add service tax

Here you can enter service tax Percentage
After enter service tax Click on update

Here you see quotation code, Grand total of product, create date
You click on Create Sales Order
After click on this link you go to sales order page

In this page of sales order there is a 4 page 1st sales order 2nd Description 3rd Total 4th other
The 1st page Sales Order
You have to fill this form Date, quotation no, invoice type, ware house, expire date, dispatch date information here you can edit delete update information.
You can also add information via find button

Sales Order

In description you can see Main category of product, item name, quantity,
Total cost amount, Total tax, total amount edit/delete add discount,
Tax amount the product which is inserted.
In this other page you fill the Packing Information, Payment terms of Product, Delivery, Document, & signature date.
After Sales order create you have to Create DC

You go through Sales/Back office à Create DC

                          Here you can search by pending / History or by date

After enter data & click on search you see following table

            Here you can see sales order no, date
            Here you click on Create DC button for creation of dc

This is the Delivery Challan there is 3 pages 1st DC Details 2nd Description 3rd is Total
This is the 1st page DC Details here fill Customer, Invoice type, Waybill no,
Party P.O. no., date, order no Order date, entry, Dispatch date form etc.

DC Return (if required we have DC Return also)

List of Sales order for Final Invoicing

Over & Above any Other Expenditure : Like labor / Tempo

Final Payment terms & Follow ups

Define Payment Paid & follow-up dates

Incentive Master

List of Message Template
Create Email Message

Sent Message

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.