Customer Relationship Management ERP Software

eresource CRM dashboard provides a real time snapshot of your organization’s key metrics. Using dashboard you can easily visualize the opportunities, approach, status of sales-lead in SPANCO model i.e Suspect Definition 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.

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.
Sales lead module in eresource NFRA automates lead generation, lead tracking, follow-ups etc., in simple yet incredibly powerful manner.

It has provision to assign lead to other sales person
Track lead by sources, region and sales person.
Intimate leads to other Sales and Marketing associates
Email notifications for leads that are reassigned
Track sales lead through the sales cycle from lead generation to closing the sale and beyond.

The most important factor in the sales enquiry is the provision to update/add BoQ items. eresource NFRA provides

Provision to Import BoQ data from Spreadsheet, Use existing BOQ or Manually capture BOQ information
Add Multiple BOM/Assembly for a BoQ. Capture Materials manually for a BOQ
Cut, copy and paste BoQ data between concurrently loaded projects
Apply Resources to multiple BOQ Items at one time.

Cut, copy and paste rates/rate between concurrently loaded projects
Provision to Export Subcontractor Activities in Spreadsheet.
Emailing subcontract Activity to Sub Contractor
Item pricing captured automatically from the master
Apply Installation and Service Cost to BOQ Items
Full audit trail of pricing
Build In provision to save rates of BOQ items for future use.
Replace or re-price currently assigned resources

For more information please visit Customer Relationship Management ERP Software