CRM (Customer Relationship Management) Software (Free Download)

Transaction Forms in CRM Software :

Enquiry Form:

For entering the details of the enquiry generated by the client or received directly / online / by any other means.

Enquiry History:

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.

Quotation Form:

For preparing the quotation based on a enquiry number and also for viewing already prepared quotations along with all their details.

Order Form:

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.

Search From:

General Search:

This is a search form for general search like finding customer information or enquiry information etc.

Date-wise Search:

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.

Name-wise Search:

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.

CRM Reports:

Quotation Report:

Report based on quotations prepared with options like customer wise quotations / date-wise quotations etc.

Customer-wise Report:

Customer-wise reports like customer-wise enquiries received, customer-wise orders placed etc.

Enquiry Report:

Enquiry reports based on different criteria like date-wise enquiries / product-wise enquiries.

 

CRM Software should contain Following Modules:

1. 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
• Chat
• Internal help desk

 

2. Contact Management:

Tracking of past interactions, such as calls, visits, event participation and complaints, is an essential part of enterprise relationship management. Contact management enables anyone in the organization to track every contact made with a customer. Only the direct access to all available information enables the sales professionals to generate real knowledge about their customers and to plan their sales efforts accordingly.

3. Campaign Execution:

Campaign manager with various tools for the campaign execution. In addition, it supports the execution of campaigns. The functionality contains: Mass Mailings via Mail, Fax, Email Tele-marketing and tele-sales inbound and outbound campaign generation.

4. Lead Qualification: 

Incoming leads are assigned to the sales team who then qualify the lead. All relevant criteria such as expected revenue, market position, reference-ability, potential, etc. must be available to qualify the lead. Once the lead has been qualified, it is part of the sales pipeline. Rejected leads go back to the marketing department, for further marketing efforts.

5. Contact Management: 

Direct access to all available information enables the sales professionals to generate real knowledge about their customers and to plan their sales efforts accordingly. Contact management ensures that pertinent address and contact changes come to the sales staff’s attention, no matter where the change is entered.

6. Opportunity Management With Leads Generation:    

Enables the tracking of an opportunity throughout the whole sales cycle, resulting in greater transparency and control of the sales process. The sales force is automatically and instantly informed when a new lead is identified, for instance via a telemarketing campaign. Overview of the actual Sales Pipeline is available all the time with up-to-date information.