CRM is a process or methodology used to learn more about customers' needs and behavior in order to develop stronger relationships with them. CRM helps businesses use technology and human resources to gain insight into the behavior of customers and the value of those customers. "Customer relationship management defines a business objective: to deliver a level of customer satisfication that ensures that the best customers will return."Key Aspects:
- Use technology and information on as needed basis.
- Motivate Users.
- Administrative the system.
- Automate only those that should be automated.
- Gain top management support.
Master Forms of CRM Software:
For entering the details regarding the owner's company. Maximum three companies will be allowed by the application and the user (admin) will have to choose which will be the default company throughout the application.
You can view the member details such as name, address, etc. Once the member has done it�s full payment the active button is automatically checked indicating that the particular member is accepted and active. The member is allowed to view his performance, profit and other details provided by the company. Along with this the membership details like the member has been recruited by which sponsor under which plan, whether the member is a regular member or a franchise who receives extra benefits, can be viewed.
The user (admin) will have to add different department heads under different companies.
For entering detailed information of the employees of the company. (Only for admin).
For entering new products/services information.
When a particular member reaches the target, he or she receives the benefit. The company can feed the details of the member name, amount, date, by cash or cheque, narration of the benefit or bonus paid. The company can calculate the amount they are spending on the member benefits & salary paid to the staff.
Terms and Condition Master:
The user can enter all the Terms and Conditions of their company and use them wherever requisite.
Transaction Forms in CRM Software:
For entering the details of the enquiry generated by the client or received directly / online / by any other means.
For maintaining the history about the enquiry received from the client. This form is used for searching or knowing the status of any particular enquiry during any point of time. In this the user can search or view the inquiries either by the enquiry number or by company / client name or by date.
For preparing the quotation based on a enquiry number and also for viewing already prepared quotations along with all their details.
For preparing the order based on a quotation number along with all their details. Also the user can modify existing order and add new products / services.
This is a search form for general search like finding customer information or enquiry information etc.
This is a search form for querying information on the basis of dates. The user has to put a starting date & an ending date and all related information will be available to the user.
This is a search form for querying information on the basis of names. The user can select the table and can type the name of the person whose information he wants and all the related information will be available to the user.
Report based on quotations prepared with options like customer wise quotations / date-wise quotations etc.
Customer-wise reports like customer-wise enquiries received, customer-wise orders placed etc.
Enquiry reports based on different criteria like date-wise enquiries / product-wise enquiries.CRM Software should contain Following Modules:
- Customer Interaction Management:
Managing customer relationships requires a meaningful interaction between customers and the business. Using multi-channel communication tools, clients build closer relationships with their customers. Opportunities for members to spend more time interacting with and contributing to the community, besides encouraging visitors to convert to community members for community based business models.
Customer Interaction Services Includes:
- Voice Support System.
- Email Response management.
- Internal help desk.