Category Archives: CRM

Integration of Client module with Manufacturing

Now create a party in the client module and generate a sales enquiry, sales quotation and sales order directly.  This is beneficial in case of shorter sales cycle and ensures smooth order processing. (S107)

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Social Networking Using Social CRM

Keyword driven tracking and monitoring of posts related to products and services on Twitter and Facebook. This is a quick way of capturing the voice of customers on the one hand and prospecting on the other. (S107)

Bulk Upload of Daily Worksheet

Sales/field officers can update daily activities for clients in bulk through a template. This eliminates the effort to create/add activity individually for each client, reducing the time taken and enhancing field/sales force efficiency. (S75)

Appointment Scheduler

Provides an updated view of appointments for specific local centers in terms of facility/room on a daily/weekly basis (time slots availability, service offered, care giver details and more). This enables a central location/call center to schedule and manage appointments and eliminates the possibility of overlapping appointments, increasing resource utilization. (S64)