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Why CRM?
Historical view and analysis of all the acquired or to be acquired customers.
360 view of Customer Data
Ease of Tracking leads and Existing Customer information
Customer Acquisition management - Lead To Cash/Bill
Automation of Orders and Activities to Resolve customer problems.
Customer Analytics and KPI measurement to track organization efficiency towards enhancing
Customer Relationship
Mechanism to Keep Workforce updated with every aspect of Customer (Customer Orders,
Service Requests, Invoice, Product Installation etc)
Application
Accessed via
Browser
Application
Accessed via
Browser
Web
Server
Content
Manager
Core
DB
UI Presentation Layer
Data
Binders
Authentication &
Authorization
App
Integration
Layer
Application Layer
Data Models
Data Access Layer
ORM
App
Integration
Layer
Product Installation
Service Activation
Lead
Qualification
Lead
Conversion
Order Fulfillment
Order Completion
Customer Agreement
Finalization
Service
Order
Customer Orders for a
PABX Equipment &
Voice Service
Customer
Order
Ease of Defining
process
Equipment
Installation
Order
Service Order
Service
Order
Assign Task to
Service Manager
Intelligent
Decomposition
Activity to Raise
order with Service
Provider
Workflow based
Automation
Activity to register
customer for Billing
Configurable list of
Tasks and Owners
Assigned for Tasks
Equipment
Installation Order
Installation
Order
Intelligent
Activity
Routing
Orchestration
of Events
Maintain
Correlation of
Events
Installation
Order
Customer Order
Intelligent
Activity
Routing
Orchestration
of Events
Maintain
Correlation of
Events
Changes to business processes driven via more configuration and lesser customisations.
Client has the flexibility to configure and stitch together business processes as per need
Effective User Management through User Groups, Roles and Responsibilities.
Scalable Architecture to handle multitude of Business Processes.