Category Archives: CRM

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)


Quick Create Module for Client and Lead

Create a lead instantly by filling minimal mandatory details reducing the complexity of record creation. This is especially useful for the sales team when on the move, helping them capture details in the system due to paucity of time. (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)

360 Degree view

Gives the complete profile of the customer in a single click. e.g. appointment history, bill details, preferences, feedback, complaints and more can be viewed in a single window. This helps to analyze customer preferences and behavior patterns over a period of time. (S64)