Customer Relationship Management ERP Software-eresource nfra ERP
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Eresource CRM is designed to automate manual processes for construction companies, allowing them to manage sales, track pipeline activity, and monitor job progress. The system features a dashboard for real-time insights, lead management tools, and comprehensive reporting capabilities. Overall, it aims to improve efficiency and enhance customer experience throughout various stages of the sales process.
Customer Relationship Management ERP Software-eresource nfra ERP
- 2. 2 eresource Construction CRM eresource CRM enables construction companies to automate many manual processes and track all building projects by location, type and sector. 1. eresource CRM manages: ï” t sales process ï” rack pipeline activity ï” control job progress ï” engineers, ï” contractors ï” construction suppliers ï” architects 3. Saves time and improves customer experience.
- 3. 3 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 Features Of eresource CRM
- 4. 4 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 Todays scheduled activity list Date wise pending Activity list
- 5. 5 Questionnaries Display According to category and related the question and answer will be displayed Resulted Questions
- 6. 6 Followup List Priority of follow-up View Add your new followups Follow 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.
- 7. 7 Sales Lead It will automates lead generation, lead tracking, follow-ups etc., in simple yet incredibly powerful fashion. Related information of Customer See the folloups as shown in the previous slide You can add your new followups as shown in previous slide
- 8. 8 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
- 9. 9 Sales Enquiry (Client Detail Tag) Where you will have the complete information of client, consultant details Client Details Consultant Details
- 10. 10 Sales Quotation Apply Resources to multiple BOQ Items at one time. Amount Destributio n Related Associate
- 12. 12 Sales Order Converting Order from Final Ammended Estimated. Financial terms and condition Attachment of related document
- 13. 13 Pendings You can see all your pending leads,enquiry, Quotation, Order in this page. Where the green colour indicate unseen transaction View
- 14. 14 Report You can see reports for Lead By Source,Lead by region,open sales performance, activity log key performance indicator
- 15. 15 Sales Funnel (S.P.A.N.C.O. Model) Suspect Prospect Approach Close Order
- 16. 16 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