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Industry overview
The project companies is currently facing ample number of challenges like :1) Increasingly large and complex projects,
2)
Profitability margin
Operational lacuna
Estimatiorn of project
Features of CRM
Sales and Negotiation Bible
Questionnaries Master
Questionnaries Display
Followup List
Sales
Sales Lead
Order Management
Sales Enquiry
Sales Quotation
Sales Order
Pending Approval
Pending Lead
Pending Enquiry
Pending Order
Pending Quotation
Sales Reports
:Lead By Source
Open sales Ageing
Sales Performance
Activity Log
Key Performance Indicator
Sales Funnel
Lead by Region
Dashboard
eresource CRM dash board provide a real time snapshot of your organization key metrics. Using dash board you can easily visualize
the oportunities , approach, status of sales-lead in SPANCO model i.e SuspectDefinition Prospect Identification ,Approach -Analysis
Evaluation and qualification of requirements, identification of the solution Negotiation, Closing Finalization , Order Ongoing Account
follow-up and Order management and sales monitoring
Questionnaries Display
According to category and related the
question and answer will be displayed
Resulted Questions
Followup List
WFollow up list enables you to maintain the follow ups of all sales call.
Each sale Lead / Calls can be classified as per the priorities, such as
Moderate, Low and High for easy identification.
Add your new followups
System will automatically create the
thread of your followups
Priority of followup
Sales Lead
It will automates lead generation, lead tracking, follow-ups etc., in simple yet incredibly powerful fashion.
Sales Enquiry
The most important factor in the sales enquiry is the provision to update/add BoQ items.
General Information
Consultant Details
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Sales Quotation
Apply Resources to multiple BOQ Items at one time.
Amount Distribution
Related Associate
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Sales Estimation
Detail Quote
Offer
Format
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Sales Order
Converting Order from Final Ammended Estimated.
Financial terms and condition
Attachment of
related document
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Pendings
You can see all your pending leads,enquiry,
Quotation, Order in this page. Where the
green colour indicate unseen transaction
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Report
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Sales Funnel
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All cost like Material, Subcontracting,services,Installation, adon charges are automatically applied.
Manage and generate sales lead which gives complete information of customer.
Provides senior management with accurate visibility into the Project Sales Pipeline.
Valuable information around key stakeholders assists in maintaining lasting and satisfactory relationships.
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leading and pioneer in web based ERP solution provider company in India as well as expanding our
footprintoverseas.
Indigenous company having strong track record of 350 ERP successfully implementation across diverse i
industry verticals.
BBC also recognized us one of the fastest growing Enterprise software company.
Independent & dedicated teams of highly skilled professionals under each vertical.
Our Core focus on helping the business to achieve operational excellence and better ROI by providing
cutting edge, robust software solution.
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Customer Insight :
eresource ERP solution help to gain a better understanding of their customers through Customer
Data Integration, ensuring content consolidation, and effortless managing customer information.
It is achieved by our domain expertise gained over 22 years of successful ERP implementations
andby employing best global practices-based on business process
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Contact Us
Registered Office:
eresource Infotech Private Limited,
TMA House 1st floor, Road No. 16,
Plot No. 6,Wagle Estate ,Thane (West)
Tel: +91 22 41118000 to +91 22 41118050 (50 Lines)
www.eresourceerp.com | http://nfra.eresourceerp.com/
Dubai
P O Box 52034, Dubai UAE
Mobile Number: 0097155 9018499
Email: sn@eresourceinfotech.com
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