Customer Relationship Management (CRM)

Module Info

The Customer Relationship Management (CRM) module assists companies that deal in direct sales and related industries. Companies are able to manage their customers more efficiently to ensure that the customers get satisfaction from doing business with the companies.

Sub Modules:

- Customer Service (CS)
- Sales Forces Automation (SFA)


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Customer Service (CS)


General Features


  • Sales Force Automation
  • Call Center
  • Web-Based Self-Service
  • Online Survey
  • Sales Process/Activity Management
  • Sales and Territory Management
  • Contact Management
  • Lead Management
  • Configuration Support
  • Knowledge Management
  • Mobile CRM Solutions
  • Reveals the unique and complex connections between people, companies, relationships, experience and expertise, empowering professionals to leverage who and what they know to create a firm-wide asset

Function Menu


Customer Service

  • About Customer Service

System Setup

  • Default Information / System Options (Setting Parameters)
  • Business Units
  • Teams
  • Users
  • Security Roles
  • Subjects Manager
  • Announcements
  • Contract Templates
  • Knowledge Base Templates
  • Billing Cycle
  • Discount Type
  • Technician
  • Service Item
  • Service Cost
  • Booking Object
  • Consultant
  • Family
  • Public Holiday

Record Manager

  • Customers
  • Contacts
  • Products
  • Knowledge Base Manager
  • Equipment
  • Patient / Client Record
  • - Optical Patient Record
  • - Beauty Client Record

Transaction Processing

  • Service Cases
  • Queues
  • Contracts
  • Job Order Sheet
  • Service Center
  • Customer Service Location
  • Preventive Maintenance Schedule
  • Preventive Maintenance Order
  • Service Report
  • - Service Report - General
  • - Service Report - Beauty
  • Service Bill
  • Appointment Booking
  • Appointment Schedule
  • Appointment Calender
  • Scheduling / Assignment
  • Certificate Of Warranty

Inquiries

  • Service Cases Reminder
  • Announcements
  • Preventive Maintenance Order Reminder
  • Appointment Reminder
  • Scheduling / Assignment Inquiries

Reports

  • Equipment Performance Report

Task / Function Processing

  • Email Templates
  • Job Order Sheet- Assigning To Service Note

Sales Forces Automation (SFA)


General Features


  • Sales Force Automation
  • Call Center
  • Web-Based Self-Service
  • Online Survey
  • Sales Process/Activity Management
  • Sales and Territory Management
  • Contact Management
  • Lead Management
  • Configuration Support
  • Knowledge Management
  • Mobile CRM Solutions
  • Reveals the unique and complex connections between people, companies, relationships, experience and expertise, empowering professionals to leverage who and what they know to create a firm-wide asset

Function Menu


Sales Force Automation

  • About Sales Force Automation

System Setup

  • Default Information / System Options (Setting Parameters)
  • Business Units
  • Teams
  • Users
  • Security Roles
  • Subjects Manager
  • Announcements
  • Email Templates
  • Quotas
  • Sales Territory
  • Campaign Type

Record Manager

  • Sales Price List
  • Leads
  • Opportunities
  • Customers
  • Contacts
  • Products
  • Sales Literature
  • Competitors
  • Alumni

Transaction Processing

  • Activities
  • Quotes
  • Orders
  • Invoices
  • Customer Inquiry
  • Request For Quotation
  • Campaigns

Inquiries

  • Activities
  • Announcements

Reports

Task / Function Processing