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eresource nfra ERP

CRM Module Tour

Industry overview
The project companies is currently facing ample number of challenges like :1) Increasingly large and complex projects,
2)

Shorter turnaround times

3) Prolonged handover requirements.


4) Increased competition
5) Volatility in material prices
6)

Profitability margin

7) Cost control parameter


8) Customer satisfactions
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Operational lacuna

Project life cycle management

Estimatiorn of project

Maitantaine data of multiple stake holder

Complex sales process

Integrated solution for collected data and customer information

Trouble spots and speeding up customer satisfaction.

Mature CRM systems and billing applications.

Unstandardise business procces

Quick decision making

Efficient collaboration tool with customer needs


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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

Todays scheduled activity list

Date wise pending activity list

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.

Other related information of customer

Your see your followups as


shown in previous slide

You can add your new followups as


shown in previous slide

Sales Enquiry
The most important factor in the sales enquiry is the provision to update/add BoQ items.
General Information

Provision to attach any format file


related to your enquiry

Enquiry can be tagged


/Notified to multiple
Associates/User

Sales Enquiry(Client Detail Tag)


Where you will have the complete information of client, consultant details
Client Details

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

Total amount with net profit

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

You can see reports for


Lead By Source,Lead by region,
open sales performance,activity
log key performance indicator

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Sales Funnel

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eresource CRM Solution key Feature

Estimation is computed on line wise item of of BOQ.

Precise material planning

All cost like Material, Subcontracting,services,Installation, adon charges are automatically applied.

Questionnaire bible for knowledge sharing.

Follow up list to manage each sales lead on priority basis.

Manage and generate sales lead which gives complete information of customer.

Holistic approach to manage sales inquiry with extensive detailed information

Provides senior management with accurate visibility into the Project Sales Pipeline.

Valuable information around key stakeholders assists in maintaining lasting and satisfactory relationships.

Maintains business continuity for long sales cycles.

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DASHBOARD AND REPORTING

Personalize data views, real time snapshot.

Based on SPANCO model

Use built-in traditional or customize reports

Track and measure performance for the organization and individuals.

Use inline visualizations to gain knowledge on key performance indicators (KPI)

Facility of To do list ,regularly Notification and Pop up

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Why we are best


Our Strenth

leading and pioneer in web based ERP solution provider company in India as well as expanding our
footprintoverseas.

As of 22 years of huge experience in implementing ERP in India and middle east.

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.

70 qualified professionals and 50 plus Support & Implementation.

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.

Efficient and Scalable Solution

eresource customer-centric approach helps organizations to achive operational excellence


solutions effectively and at optimal costs.

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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