Introduction:
Managing sales is critical to the success of any long-term business endeavor. It is no longer enough to just produce a tool when required. Communication and smooth flow of information hold importance.

Unless acceptable in the market, any tool is as good as non-existing. Therein lies the undisputed crucial importance of sales team in an organization. Redefining the science of selling, PMAM CRM brings efficiency and effectiveness to sales management. It initiates the vital first step towards a quick response to the needs of customer, improved lead generation and reliable sales forecasts.

Integrating diverse functional aspects and decision makers into a single intelligent database-driven system, CRM ensures sustained development of a carefully defined process and workflow for conversion of leads into business opportunity. It ensures increase in close rates, reduction in sales cycle and above expectation customer retention.

Unique Features:

• File Management: Quick and immediate decision holds the key to competitive edge. Being well equipped with important files and other documents, thus, serves as a boon. When not in office, lack of data acts as a handicap. CRM tool ensures accessibility of files 24/7 virtually from anywhere. As the files can be uploaded and mails synchronized through Outlook on the web-enabled CRM tool, you can access all data even outside workplace.
• Dashboard: Making innumerable number of clicks for searching various data often exasperates. Various information accrued at one place is users delight. Functioning like the dashboard of a car, this special feature is a major timesaver and relief from endless clicks. It exhibits basic details of different requirements on one screen.
• Reason Master: Often an addition or deletion of data by one person leaves others speculating. Providing reason can save that confusion. CRM helps solving this needless complication through reason master. Increasing team coordination, through this feature users provide a reason for every deletion or addition in the data. Thus all remain updated about every change.
• Survey Master: Survey serves as an important component for planning. PMAM CRM is tailor-made to conduct variety of surveys. Users can generate customized survey for client loyalty program etc.
• Report: Systematic consistent growth demands regular review of every action. CRM report feature provides details about all that a sales team desires. Keeping updated about the individual/team work during a specific duration, it reports from sales accomplished to sales forecast, invoice to sales order and items sold etc. With features like sales funnel and sales forecast, it serves as one stop feature for user to access all information about sales activity and even check the forecasts.
• Chat: Often direct and immediate interaction is a necessity to discuss specific issue. So what if you are not at work place, CRM assists you to act from anywhere. Bestowing the best mode for communication, CRM chat enables interaction with other users, helping you act faster and on time.
• Status Legends: Communicating directly to one and all is not always possible. Providing a solution to this, Status Legend allows every valid user to leave notes about every development. A click on Status legends enables you to get updated about the status of various leads, helping users to plan in advance.
• Organization and Work Distribution: Changes in hierarchy and work distribution often leads to confusion if communication is delayed. With CRM you do not even need to bother about such mishaps. Update the changes on tool and all other valid users will be informed immediately by accessing the data. This feature provides instant access to sales hierarchy and makes changes in assigning/changing lead follow-ups or the organizational hierarchy.
• Secured Access: A valid user can use all assigned function of this feature depending on the function and position in the reporting hierarchy.
   •General Users can access all other modules except the administrator and upload    data modules.
  • Valid login ID is always required to operate.
  • Time Out feature asks to re-login if the screen remains inactive for a fixed duration.

Modules:

• Administrator: The administrator serves as the super-user. Managing the tool and user rights, administrator ensures the smooth functioning of the tool, aiding various functions as per requirement of organization.
• Reports: It enables to sort out data from database using different parameters and provides report in details about sales trend, sales activity, forecast etc. Search, Sales Reports, Sales Funnel, Individual Sales Funnel, Quota V/s Actual, survey etc. are its subsections.
• Lead: It is the storehouse of information regarding companies listed in the database. Database can be enriched with details of leads like address, contact numbers, Sic Description, invoices etc.
• Create Lead: It helps in storing information about prospective customers. This critical aid forms the information base for many other applications within the automation tool. It also assigns the company to the user, makes phone calls and sends e-mails to the created lead.
• View Hierarchy: It provides a quick picture of the sales tool hierarchy, which is created when a new user is added, up to the basic level.
• Pending Calls: It is a quick reference tool that acts as a communication planner. This allows you to schedule your calls for the coming week and also view status of calls.
• Assign Lead: This feature allows the user to assign a lead to a team member or select an unassigned lead to work. The leads to be assigned can be either yet-to-be "Assigned Company Leads" or "Website Leads." With details available about the unassigned leads and others working on different leads, there is no scope for confusion.
• My Favorites: It allows the authorized user to upload important files on this web tool. Users can create folders and sort the files properly in different folders as desired.
• Change Password: Users can control their login by securing password. They can always change their password. Supervisors are entitled to change the password of their subordinates also.
• Upload Data: CRM feature enables access to the desired data 24/7 everywhere. With data uploaded on the tool, users can find it smooth to work. This feature, accessible only by the administrator, helps in uploading the information on leads directly on to the database.
• Logout: This feature prevents unauthorized access. After completion of work a user has the option to log out to prevent unwanted access.

Benefits:
Improving performance by leaps and bounds, PMAM CRM helps to:

• Manage accounts, leads, opportunity and sales
• Configure and price complex sales orders
• Plan and execute sales strategy
• Forecast more effectively and measure performance
• Implement and measure campaigns and promotions.
• Share all information with the team effortlessly
• Integrate with MS-Outlook and access e-mails, address book etc.