Hiting The Right Target In Right Way
- 1. TARGET CRM Powered By Enterprise CRM for Small Business Budget Excellence Consultancy Services
- 2. “ Strong customer focus and optimized service strategy is the cornerstone to profitable Customer Relationship Management ” Customer knowledge OR knowledge about your customer ? Either way, it gives you your competitive advantage. All your customer data should be only a click of a button away, irrespective of location, (office, local branch, home) or even on the road, (hotel, airport) as well as at your customers themselves. This access to knowledge gives you ultimate visibility and transparency of all your key customer data, appointments, correspondence (yours & your teams), as well as all activities (including emails), marketing campaigns ,opportunity pipelines as well as customer trouble tickets and complaints. CRM is your cross-departmental company strategy, that allows you to systematically build on your existing, and new, customer relationships. “ Target CRM : Web Based , Enterprise Class CRM -Groupware with On-Line or On-Site deployment options, at an affordable price.” Powered By Excellence Consulting
- 3. Tar g et CRM provides a CRM solution for small and medium sized businesses, with a rich set of features and functions, on a customizable and secure platform, for all your daily business needs. Tar g et CRM supports your company’s internal processes and employees in Sales, Marketing, Customer Service and back-office personnel, in better organizing your customer data such as Accounts and Contacts, Sales Leads, Potentials and Pipelines, Quotes, Sales Orders as well as Trouble Tickets and Products ,knowledgebase, and more. Tar g et CRM is a web-based Customer Relationship Management and Groupware system, which is platform independent. NO high, user based / license pricing NO up front capital expenditures On-Demand and On-Site deployment options Short implementation times and quick ROI Data stored securely and locally “ Target CRM: Web based Enterprise Class CRM /Groupware without the high investment or ongoing high license costs. All you need is an Internet browser to get started.” Powered By Excellence Consulting
- 4. MOBILE EXTENTION “ Target CRM: You can access Target CRM through Blackberry , Iphone , PDA and Smart Devices” Tar g et CRM brings together Sales force Automation, Customer Support Services, Marketing Automation, and Inventory Management. It provides Strong Security Management, Calendaring, Documents, and Email integration. CRM is your cross departmental company strategy, that allows you to systematically build on your existing, and new, customer relationships. Tar g et CRM provides a CRM solution for small and medium sized businesses, with a rich set of features and functions, on a customizable and secure platform, for all your daily business needs. Tar g et CRM supports your company’s internal processes and employees in Sales, Marketing, Customer Service and back office personnel, in better organizing your customer data such as Accounts and Contacts, Sales Leads, Potentials and Pipelines, Quotes, Sales Orders as well as Trouble Tickets and Products knowledge base, and more. All companies, independent of size or industry, have unique needs and requirements. Tar g et CRM provides you a Linux or Windows based solution infrastructure, with a multilingual, user-friendly interface, with full integration possibilities for complex business processes Powered By Excellence Consulting
- 5. Easy to use, web based platform Full CRM and Groupware functionality Industry standard Linux / Windows platforms Integrated add-ons for Microsoft® Outlook and Office, Mozilla® Firefox and Thunderbird. Customizable and expandable Target CRM Benefits “ Target CRM enhance your overall business visibility and productivity.” Powered By Excellence Consulting
- 6. Target CRM can help your business streamline interaction with your customers, to maximize sales and improve customer service Why To Use Target CRM “ Target CRM enhance your overall business visibility and productivity.” How can Target CRM helps your business ? Powered By Excellence Consulting
- 7. Lead & Inquiry Management Assign Leads / Inquiry to your Sales / Marketing Team , Executive Track Status of Inquiry and Leads Target CRM maintains activity history of inquiry / Leads Maximize Business From Your Leads / Inquiry Assign Ownership , Drive Result Convert To Prospect s and Manage Sales Pipeline Tar g et CRM Powered By Excellence Consulting Leads/Inquiry Sales Team Sales Team Sales Team
- 8. Drive Sales Productivity Opportunity Activities Performance Sales Team Tar g et CRM Manage Accounts , Contacts and Opportunity Help Sales team organize activity and follow-up Get full picture and improve performance Streamline your sales engine , increase business Accounts & Contacts Sales Powered By Excellence Consulting Manage Create Improve Organize Manage Increase
- 9. Drive Sales Productivity Opportunity Activities Performance Sales Team Tar g et CRM Manage Accounts , Contacts and Opportunity Help Sales team organize activity and follow-up Get full picture and improve performance Streamline your sales engine , increase business Accounts & Contacts Sales Powered By Excellence Consulting Manage Create Improve Organize Manage Increase
- 10. Marketing Campaigns Manage marketing campaign Run personalized mass email campaigns on subsets of your contacts database Track campaign effectiveness Tar g et CRM Mass Email And other Campaigns Campaign Reports Powered By Excellence Consulting
- 11. Inventory , Quotes , Invoice Track Inventory and targeted price book Generate and track quotes and sales orders Generate and Manage Invoices Streamline order processing and fulfillment Inventory Quotes , Sales Order, Invoice Tar g et CRM Powered By XExcellence Consulting Inventory
- 12. Customer Service Track and improve Customer service Assign ownership , ensure follow up Provide customer self service portal Monitor service levels to ensure customer satisfaction Email Customer Portal Customers Calls Powered By XExcellence Consulting Service Request Support Team Support Team Support Team
- 13. Other Tools Role hierarchy to ensure proper level of access for various users in the organization Drill Down Reports and Dashboards to get an instant picture of your business Plug-ins to work with existing tools like Outlook And much more Security Reports Dashboards Powered By XExcellence Consulting
- 14. Use Target CRM to manage Leads , Accounts and Contacts Sales Opportunity Marketing Campaigns Customer Support and Service Inventory , Quotes and Invoices Security , reports , dashboard and more Powered By XExcellence Consulting
- 15. Target CRM - Modules Powered By XExcellence Consulting
- 16. Leads Create Leads Search for Leads Online Lead capture form Qualify, source, status, Duplicate Convert Lead to Account, Contact &Potential Email Leads Mail merge templates Add & associate Activities, Attachments, Products, Campaigns Campaigns Create Campaigns Search for Campaigns Campaign types & status Target market and audience Response, sales, ROI, Product Add & associate Contacts, Leads, Potentials, Activities List management Potentials / Opportunity / Prospect Create Potentials Search for Potentials Qualify, source, status, stage, probability, pipeline Duplicate Create Invoice from potential Add & associate Products, Activities, Attachments, Quotes, Sales Orders Track sales stage history Quotes Create Quotes Search for Quotes Create Invoice and Sales Order from Quotes Terms and conditions Duplicate Add Products, calculate prices, taxes Add & associate Sales Orders, Activities Track Quote status history Sales Orders Create Sales Orders Search for Sales Orders Create Invoice from Sales Orders Terms and conditions Duplicate Add Products, calculate prices, taxes Add & associate Attachments, Activities, Invoices Track Sales Order status history Invoices Create Invoices Search for Invoices Terms and conditions Duplicate Add Products, calculate prices, taxes Add & associate Attachments, Activities Track Invoice status history Target CRM - Features Powered By XExcellence Consulting
- 17. Accounts / Client / Customer Create Accounts Search for Accounts Send email to Accounts Qualify, industry, type Duplicate Mail merge templates Add & associate Potentials, Contacts, Products, Activities, Helpdesk, Attachments, Quotes, Invoices, Sales Orders Contacts Create Contacts Search for Contacts Online Contact capture form Qualify, source, status, Duplicate Contact image Email Contacts Mail merge templates Add & associate Potentials, Products, Activities, Helpdesk, Attachments, Quotes, Invoices, Sales Orders, Purchase Orders, Campaigns Security and Administration User based unique, secure login User based access / visibility rights User / Group / Organization based visibility, sharing and access rights Field / Role / Profile based visibility and access rights Multilingual Multicurrency Products Services Create Products / Services Search for Products / Services Duplicate Create Quote, Invoice, Sales Order, Purchase Order from Products Stock information Product image Add & associate Helpdesk, Attachments, Quotes, Purchase Orders, Sales Orders, Invoices, Price Books Home, Tools and Layout My Home Page Key metrics Activities Calendar Integrated Email client (read, write, templates) Tab based navigation Preferences and settings Search International clock Calculator Tag cloud User chat Import / Export HTML notes with attachments Export to PDF Standard and custom reports Dashboards & Analytics Mail merge templates Integrated RSS reader Integrated “My Sites” bookmarks Graphical user friendly Studio for full system setup and customization Target CRM - Features Powered By XExcellence Consulting
- 18. About Us XExcellence Consulting is an IT infrastructure service provider company that believes that IT should be a highly valued asset to businesses that rely on technology to provide a competitive advantage in their industry. To do so, IT must be treated as an integral part of the business. To be successful as a business, IT must have a clear vision and a realistic plan that is aligned with corporate goals. It also must have an IT organization that is able to leverage the infrastructure to execute those plans and manage them effectively. This requires a consistent and methodical approach to IT projects and services, and XExcellence has a simple model that enables businesses to be effective. XExcellence Consulting offer services in designing, implementing and supporting the Information Technology infrastructure. An IT infrastructure is just not having the computers and software, but it is about performance availability, reliability and seamless integration of all the building blocks. XExcellence Consulting has a thorough understanding of the business processes and provides the gamut of IT solutions like: Facility Management, ERP / CRM / SCM / HRMS Solutions, Re-engineering of IT infrastructure, Turn Key Projects, Networking Solutions, Database solutions ,Technical Consultation, Internet / Intranet Solutions, Web and Mailing Solutions, RF Connectivity, Server Based Solutions, Linux Expertise, Mobile Communication, Hardware and Software, Annual Maintenance Contracts and other Enterprise Solutions. " STRIVE FOR EXCELLENCE , NOT PERFECTION "
- 19. Contact Us OFFICE : 40/424 — GREEN PARK ,132 ft Ring ROAD ,NARAYANPURA , AHMEDABAD GUJARAT INDIA 380013 URL : www.xexcellence.com E Mail : info@xexcellence.com (M):9898103535