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information about CRM.
PMAM CRM
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Introduction
Are administrative tasks automated?
Are you unable to keep track of sales?
Do you suffer from very long sales
cycle? Are deals more profitable than
before? If these questions force introspection
and seek for immediate solution, then
you are not alone.
Various companies, some of them although
well organized suffer from these problems.
Sales strategy determines the growth
of any company. Organizing sales and
ensuring a proper and smooth functioning
of sales team according to the specific
requirement is an art. Manual process
or lack of proper tool can make it
run into quandary.
Identifying the imminent requirement
and considering the importance of
sales as a key factor, PMAM Corporation,
the fastest growing multinational
IT Company in US, has developed PMAM
CRM Tool to provide better efficiency
and sharpness to the sales process
across any vertical.
PMAM CRM Automation Tool provides
an end-to-end solution for Account
Management, Lead Management, Opportunity
Management to Sales Management and
every step in between.
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What
is CRM?
CRM, an online enterprise CRM solution,
enables companies to forge strong
relationships and increase customer
satisfaction; allows you to organize
and manage information about a customer.
You can easily view your leads, opportunities,
contacts, accounts, forecasts, cases,
and solutions. Additionally, it lets
you analyze and segment your customers
and prospects, tracks your marketing
effectiveness, and generates valuable
reports. As it runs on the Internet,
helpful timesaving resources are integrated
into the application and made available
to provide real-time information about
a client's prospects and customers
that helps in bringing efficiency
and effectiveness into the science
of selling.
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CRM:
The All-In-One Tool
An in-depth study into the requirements
of different companies, after regular
interaction with market leaders, and
analytical research of available tools
led to the development of CRM. With
the additional features, apart from
the common requirements, as compared
to the leading tools available for
sales requirements, it provides you
the best cost-effective efficient
solution to boost sales. With its
salient features and key modules,
CRM enjoys a clear edge over other
leading tools in market.
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Salient
Features: |
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Web
based and simple user Interface:
Being web-based, this tool is accessible
from anywhere, all the time with a
valid login. Its simple menu-driven
user-friendly interface provides navigation
bar and top bar.
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Contact
Management: It provides
detailed information of prospects
and leads according to different categories
like industry size, type, sales status,
relevant contact information and any
special notes entered by sales staff.
With your desktop displaying information
on leads; you can schedule a call,
view notes on the lead, send an e-mail,
mail merge, send a mass mail or download/view
contact information on an excel sheet
for further analysis.
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Organization
and Work Distribution:
Instant access to your user defined
hierarchy at multiple levels right
from CEO to the field users. Everyone
can access reports. If authorized
by administrator, you can access other
user's sales effort data, for ex.
source etc.
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Advanced
Search: Users can narrow
down sales campaign list by searching
through a database for various query
options like Address, Company size,
SIC description etc.
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Chat:
Instant and communication activates
the work and increases the accuracy
and efficiency also. A valid user
can create a chat room and use this
tool to invite and chat with other
desired CRM users.
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File
Management: CRM serves
as the all-purpose tool. You can upload
data or required files in the tool.
Once uploaded, you can access it from
anywhere, saving you the extra effort
to manage your important files when
away from the workplace.
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Integration
with MS-Outlook and E-mail Tracking:
The solution, integrated with
Microsoft Outlook, enables you to
perform various other activities,
serving as a multipurpose tool, like:
E-mail
tracking: You can configure
CRM to view and copy your mails from
outlook and other specified e-mail
ID's for further reference.
Task
Call Schedule: Scheduled
calls of CRM can be synchronized as
task in MS-Outlook.
Address
Book: CRM lead can be synchronized
with the address book of your MS-Outlook.
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Sales
Pipeline Monitoring and Forecast:
Monitoring the efforts put by sales
force in terms of sales closures,
contracts generated, meetings setup
etc. The sales efforts are viewed
as a funnel report. The 5 fully customizable
legends for the funnel are
- Prospect stage
- Information exchange
stage
- Meeting stage
- Contract stage
- Sales Closure
This feature just like other reports
is hierarchy based. You can also predict
an accurate forecast employing the
sales funnel function.
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Full
Security: Access always
validated through Login ID and password.
All access rights lie with the Administrator.
Other users can access only the data
and files allowed to them.
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KEY
MODULES
Based on the research about the specific
requirements of companies, CRM is equipped
with various desired Modules to provide
a perfect solution to your company's internal
and external requirements. Here is the description
of some of the most exclusive and popular
modules of CRM:
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Administrative
Functions: The administrator
is like a super user with access to
all functions of the tool. The key
role of administrator is to ensure
the smooth functioning of the tool
and aid the organization in keeping
the tool up to date by updating, changing
and deleting various functions based
on the company's requirements.
The Administrator
has the authority to add/delete/edit
user information. He is entitled to
Assign Source as the access right
to users. CRM tool empowers Administrator
to perform the following exclusive and highly
useful functions:
Change
Hierarchy: This feature
of CRM enables the administrator to
change the reporting hierarchy of
a user. As he changes it, other users
can immediately get informed about
it when they use view hierarchy module.
Reason
Master: This exclusive
feature of CRM provides reason for
the addition of any file enabling
the concerned users to have a background.
Survey
Master: Customized survey's
can be generated for client loyalty
program, get opinion from clients
etc. The survey can have radio button,
check marks or free text space as
options with any number of rows and
columns. The solution allows users
to create their own surveys.
Status
Legends: A click on Status
legend enables you to get updated
about the status of various leads,
helping users to plan in advance and
accomplish better coordination.
Max
Records leads: This exclusive
administrative module enables you
to update the number of leads according
to the additions. Thus users will
remain well informed about the total
number of leads you have.
Upload
Data: Your work often suffers
due to lack of some file, especially
when away from workplace. This facilitative
tool provides you the option of uploading
the necessary files or data on it.
CRM being web-enabled, you can always
access the data from anywhere, anytime.
Survey:
You can survey the performance of
an individual or entire team within
specified duration. This keeps you
updated about individual or team performance
during a specific duration.
Apart from these exclusive modules,
CRM has many other suitable-to-the-business
modules to help streamline your sales.
Distributor's Name and Records to
be deleted are the other notable modules
available in CRM. You can always update
your data by adding Distributor's
Name, so that all the users remain
updated and also access the data whenever
required. The Administrator, saving
users the pain to always go through
the not required files, can delete
records, not in use.
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OTHER
NOTABLE CRM MODULES:
Reports:
You can cull out data from your database
using different parameters through
various sub-sections like Search,
Sales Reports, Sales Funnel, and Individual
Sales Funnel etc.
Lead
Creation: CRM enables you
to maintain detailed information of
a lead including multiple contact
names, address, phone number, email
address, website address, personalized
notes section, SIC description, product
description, organization size etc.
Lead:
This information tool helps you to
search about companies in detail.
Create
Lead: Detailed information
of lead including multiple contact
names, address, phone number, e-mail
address, website address, personalized
notes section, SIC description, product
description, organization size etc.
Assign
Lead: A lead can be assigned
to oneself or a team member.
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Benefits
Using this solution an organization can:
- Improve revenue predictability
- Improve efficiency of sales
persons
- Increase close rates
- Provide cross-sell/up-sell
opportunities
- Increase deal size
- Improve customer retention
With CRM, your performance
touches new heights as it helps you 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
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Conclusion
From a software development perspective
we foresee a major change in your ability
to unlock customer's potential by using
CRM. Strengthening the sales process, it
works with you at every step. With its new
advanced facilitative selling skills, measures
and systems based on new Key Performance
Indicators, companies can refine and develop
their propositions and market sector targeting,
optimizing the selling-time.
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