Customer Relationship Management
About Roadmap About Roadmap, defines its stand as one of the leading Software Development in India & Abroad. Our
experience,
expertise,
best-equipped
facility,
professional
management
and
commitment have been bringing our customers utmost satisfaction and in return rewarded us with rapid and sustainable growths over the past 15 years. We’ll formulate proficient and result-oriented development and custom application solutions. These strategies and solutions will be delivered with our full support, around-the-clock.
Skyfinch initiates a close relationship with all our customers.
We enable you to
customize your Skyfinch system specific needs and request. The result is a user friendly system that will take to all your business needs in both the short & long term.
Configuration Management
• Sales person Master • Stages • Application Control • Notes Master • Customer Master • Item Master
Alert Management
•
Daily Follow ups
•
Pending follow ups
•
Notification for sales manager
•
Email alert
Pre-Sales Management
•Campaigns •Leads •Prospects •Opportunities •Quotation •Sale order
Post-Sales Management
•Customer Support •Customer Service Request •Customer Compliant and feedback
Increase the value of Customer Base
•Adopting profitable customers •Retaining profitable customers longer •Eliminating unprofitable customers •Up-selling additional products •Cross-selling other products •Referral and word-of-mouth benefits •Reducing the cost of services for customers
Factors of Success CRM
• Sales process is well-defined • Commitment from senior mgmt., sales mgmt., and sales reps./channel partner • Automate activities to close more sales and remove barriers • Emphasize salespeople and customers, not management • Extended support to handle all time zones, users and work styles • Remote communication for field sales • Keep it simple, not too data-intensive • Train based on selling scenarios • Technology is maintainable and extendable
Pre-Sales Reports Opportunity • Enquiries • Opportunities – Document Type • Enquiries - Details • Follow Up Activities • List of Pending Follow Up • Opportunities Follow Up Activities • Status Report • Follow Up Report • New Enquiry Report List • Sales Quotation Lead • Customer / Prospects Details • Prospect Details Others • Cost Details • Profitability Analysis
Post-Sales Reports Installation •
Pending Installations
•
Pending Installations – Customer Wise
Service Analysis • Representative Workload Analysis • Service Contract Conversion – Item Group Wise
Service Analysis •
Service Expiry Details
•
Service Expiry Details – Area / Territory Wise
•
Service Contract Potential
•
Service Order Details
•
Service Schedule Analysis
•
Service Invoices List
•
Service Expenses
•
Service Expenses Comparison
•
Service Contract Proposal
•
Service Invoices
Spares • Service Spares Consumption Customer Feedback • Customer Feedback • Customer Feedback Analysis
Business Entity
Customer
Suppliers
Sales Person – Screenshot
Turn Over
UOM - Screenshot
City- Screenshot
Item Category - Screenshot
Item Master - Screenshot
Warehouse- Screenshot
Tax Details - Screenshot
Campaigns– Screenshot
Enquiry– Screenshot
Prospects - Screenshot
Proforma Invoice - Screenshot
Sales Invoice - Screenshot
Special Project - Screenshot
SalePerson Target - Screenshot
Overall Target- Screenshot
Role Access- Screenshot
Stock Details- Screenshot
Roadmap CRM
To find out more about how Roadmap CRM can improve your business operations. Please visit our website, or contact us to arrange and obligations – see demonstration
Roadmap IT Solutions (P) Ltd. No.5, Republic Street, Reddiyarpalayam Puducherry – 605 010. India Ph: +91 413 4207 333 (5 Lines) Email : : supportdotnet@roadmapit.com Web: www.roadmapit.com