Enterprise Grade CRM on Cloud
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Transcript of Enterprise Grade CRM on Cloud
http://www.effiasoft.com/cloud-crm.aspx |1 | P a g e
www.efffiasoft.com
TAKE YOUR BUSINESS TO THE NEXT LEVEL
WITH EFFIASOFT’S
Enterprise Grade CRM on Cloud
Customer Relationship Management
A comprehensive, easy-to-use, customizable and integrated
solution suite that addresses the information requirements to grow your business
http://www.effiasoft.com/cloud-crm.aspx |2 | P a g e
Sin
gle
inte
gra
ted
ap
plic
atio
n f
or
yo
ur
CR
M n
ee
ds
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WORK ANYWHERE:
With the cloud enabled ERP solution,
manage your business on the go from your
smartphone, tablet, laptop or desktop.
Seamlessly glide through your business with
the world class Microsoft Windows Azure
Cloud infrastructure.
SAVE MONEY&TIME:
No more cumbersome hardware or software
licenses to worry about. Conveniently pay per
use like your internet connection. Effia ERP
comes to your respite with its holistic
approach in contrast to the traditional ERP
modules.
SECURE & BACKUP: Abating the concerns regarding safety of
your data, all the data in Effia cloud ERP is
backed up in multiple datacenters. In
addition all the communication with our
servers is encrypted.
AMAZING CUSTOMER
SUPPORT: Get all your queries answered with our 24x7
live support portal. Else place a call and have
all your doubts clarified by our highly talented
technical expert team.
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CUSTOMER RELATIONSHIP MANAGEMENT
Effia
CRM
Market research and
Branding
Opportunities and Sales
Social Relationship
Productivity tools
Project management
and Budgeting
Customer support
Customer survey
Risk Assessment
Analytics
Mobile App solution
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SALES AND MARKETING
Effia CRM module creates sales automation by managing intelligence to save time and close
deals. Reinforce lead generation, alienate sales and convert effectiveness to measurable metrics.
Retain master data integrity with single framework.
Conduct market research and trend analysis based on various publicly available data sources,
news feeds integrated with the CRM tool.
Get the insights of the competitors and customers from their press releases and digital news
channels for better strategic decisions.
Create and organize multiple levels and groups of contact and accounts based on loyalty or
relationship values or service level agreements.
Create and send emails to the relevant groups of leads and customers and propel them in the
direction of building increasingly successful future campaigns. Formulate efficient promotional
strategies and successfully convert leads to customers.
Use the surveys tool in the CRM system to conduct market research and track the ever
changing customer need. A thorough understanding of customer needs helps in meeting their
expectations better and nourishing successful business relations.
Access entire history of interaction for a customer and incorporate it for effective
communication during interim of after sales service or repeat business opportunities.
SOCIAL RELATIONSHIP MANAGEMENT
Bring social intelligence to your sales process and gain insights from popular social media platform
like Facebook, Twitter, LinkedIn, YouTube from right within the CRM System. Create effective
marketing campaigns.
With integration to popular social media sites such as Facebook, Twitter, LinkedIn, YouTube and
the provision of extending it to other PR houses, news feeds etc. pitch your product to the right
target audience and gain a competitive edge.
Be attuned to customer’s needs and tailor your products to cater the same.
Update news items in real time on the various social media platform and PR houses thus
reducing manual effort and information integrity.
From within the system be empowered to track the popularity, like/dislike on published news
items, campaigns or articles on social media.
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Find out more leads and opportunities from the groups and discussions on the social media
platform
Synchronize all contacts and accounts between CRM system and Social Media and Email
Contacts. Hence, easy to search and maintain all the business partners from one single
platform.
PRODUCTIVITY TOOLS
Using the Leads and Customer management tool, set alerts and reminders for follow ups and
call to notify users on their dashboard and work list.
Use the calendar and schedulers to create, assign, and manage tasks, events, appointments or
calls associated with opportunities, customers, cases or other records.
Set calendar visibility between employees and managers, and configure event alerts in forms of
email notifications and/or work list view in the dashboard. With a common calendar for the
entire organization avert assigning meeting with a same client by different groups at a same
time.
System to show all the history of previous transactions and calls related to a contact or account
before user is creating a new transaction for the same customer regardless of the country or
region the user is based on, so to have the information integrity across organization and
customer would also receive consistent information from One Enterprise.
Integrated email client with the CRM system enables users to communicate with internal
contacts or external contacts from within the business context with supporting data and
documents. Also it enables to synchronize and maintain all contacts and inbox between Email
server, smart phones and CRM application.
Improve productivity using the dashboard alerts, reminders and user’s relevant analytics.
PROJECT MANAGEMENT AND BUDGETING
Empowered with feature rich Effia ERP Project Management Solution, automate the project
management cycle with its versatile set of tools and techniques tailored to meet lenders
expectation and beyond. Avail complete integration with sales, procurement and finance.
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PROJECT PLANNING
Plan customer oriented projects with the project budgeting tool and milestones. Get the resources
from the relevant resource pool with the co-ordination of HR/SDC Manager.
As the project advances, use the comment system and file attachment to keep everything
together.
EVENT MANAGEMENT
Use the calendar and schedulers to create, assign, and manage tasks and events associated with
opportunities, customers, cases, or other records.
Set calendar visibility between employees and managers, and configure event alerts in forms of
email notifications and/or worklist view in the dashboard.
DOCUMENT MANAGEMENT
Store and organize files using document management system.
Associate files with opportunities, projects, or other records.
ACCESS CONTROL
Control the organizational hierarchy and team structures to determine who can access various
CRM areas and view, edit, and delete records.
CUSTOMER SUPPORT
Professionalize the customer experience by providing them access to a tailored customer portal.
Use it to maintain a channel of communication and to share records and files. Enable customers to
submit customer service requests through the portal for more professional case management.
Hence improve customer satisfaction and keep costs under control.
With dedicated customer portal allow customers to submit service requests regarding the
various issues and grievances on-line. Handle case management in a professional manner.
Benefit from a direct and integrated line of communication to the customer using the portal.
Ensure accelerated remedy of customer grievances or requests to imbibe trust and nurture
customer relationships.
End customers or support executives can also escalate any issue to the respective higher
management in case of non-progress.
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Prioritize customer service requests according to severity and resolve them in conformance of
the same.
Support executives can manage their service request queue and backlog with all the previous
history, communication and the documents from a single place. Whereas Support manager
can monitor the queue and backlog movement for his team and performances.
Automatic email notification to be sent to the customer and support executive whenever there
is some update on the service request. Similarly, notification would be sent by the system
automatically to the escalation manager or to the customer account manager to perform
quick action to increase customer satisfaction and service recovery.
Common cases and queries can be converted as FAQ (frequently asked question) to share in
the customer portal to help them in gaining knowledge and to enable them to have self-service
for the commonly queries and concerns.
With facility to conduct customer satisfaction survey stay in tune to customers complaints and
issues and accomplish to assuage the same.
Propagate accurate customer information to each point of contact in a time effective manner
using internal or external communication tools.
Get real feedback from customers to measure service and quality delivered, and utilize this
information for your benefit, to further improve customer satisfaction.
CUSTOMER SURVEY
Conduct periodic customer surveys and receive real time feedback to measure effectiveness
of service delivered.
Surveys can be designed focusing on a group target customers or for all categories of
customers in general.
Create and generate reports and analytics based on the survey results to gain useful insights,
and use it to improve product and service quality.
The surveys can be exported from the system to other meaningful formats like PDF, XLS, WORD
or XML.
RISK ASSESSMENT
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Perform risk assessment of customers equipped with the Governance, Risk and Compliance
(GRC) tools and periodically review or update it.
Mitigate the risk of losing business from a customer based on the analysis of past performance
data and service delivery information.
Analyze and forecast ROI against the customer acquisition cost
Measure the chances of winning a deal with a customer based on the past performance and
market analysis.
Ensure all the social and legal norms are being followed by customer organization.
Get a view of your customer’s ability to pay on time based on previous transaction history
Collect background verification and credit reports of your customers to understand their
business practice and past vendor relationships and measure the risk associated in your
relationship with the customer.
ANALYTICS
Monitor & measure key metrics across the business units. Increase productivity, accelerate sales
cycles and reduce surprises. Analyze performances for each SDC or business unit.
No programming knowledge is required to design and create custom reports. User can save
any report as template for future use or email the same as an automatic PDF attachment to
any recipient.
Improve business decision making with cluster of useful information at your disposal. Use business
intelligence to perceive data in a graphical form thus allowing the user to identify and analyze
trends, compare data etc.
MOBILE APP SOLUTION
With the native mobile apps, turn your iPhone, iPad, Android or Windows mobile device into a
portable sales office.
You can collaborate across teams in real-time from anywhere or log calls, respond to hot leads,
work on opportunities, or check dashboards no matter where you are. Monitor & measure key
metrics across your business units.
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FEATURES
Mobile app
Avail Effia ERP Mobile App
on Android, IOS and
Windows mobile devices to
control over business, and
analytics enables you to
take the right decision at
the right time from
anywhere.
Enterprise grade ERP
Available on cloud as SaaS.
Convenient pay-per-use
model. Enabling business
managers to control their
business, from anywhere
anytime, using any device.
Customization
Quick customization and
personalization to meet the
organizational needs,
hence enabling rapid
implementation.
Easy Integration
Integrate legacy/on-
premise or other cloud
application with our ERP
Application.
Multi-language
Support more than 18
global languages and easily
can be extended for any
other global or local
languages.
Business intelligence
Integrated BI and runtime
custom reporting without
any programming
knowledge.
Windows Azure or
Amazon Web Services
Best and secure IT
infrastructure from Microsoft
Windows Azure cloud or
Amazon Web Services, is
your choice.
Social relationship
Integrated social media
platform with Facebook,
Twitter and YouTube for
sales and marketing.
Business
networking
Real time collaboration of
information exchange using
our integrated portals for all
the stake holders such as
suppliers, customers,
partners and agents.
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DEPLOYMENT OPTIONS
PUBLIC CLOUD PRIVATE CLOUD ON-PREMISE Our public cloud provides
hardware and ERP for your
organization over the
internet.
Our private ERP cloud
solution is deployed at our
data center dedicated for
your organization.
Prefer to have the
software and your data in-
house, opt for our on
premise service.
SHARED SERVER
DEDICATED DATABASE
AVAILABLE ON MONTHLY
SUBSCRIPTION BASIS
PAY AS YOU USE
CUSTOMIZATION
SUPPORTED
DEDICATED SERVER
DEDICATED DATABASE
AVAILABLE ON MONTHLY
SUBSCRIPTION BASIS
PAY AS YOU USE
CUSTOMIZATION
SUPPORTED
DEDICATED ACCOUNT
MANAGER
DEDICATED SERVER
DEDICATED DATABASE
AVAILABLE ON ONE TIME
LICENSING MODEL
ONE TIME PAY
CUSTOMIZATION
SUPPORTED
DEDICATED ACCOUNT
MANAGER
AFFORDABLE ONSITE
SUPPORT
MANAGED SERVICES
OFFERED ON DEMAND
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CONTACT US
ADDRESS
EffiaSoft Private Limited
2nd floor, Ravila Regency, Plot-9, NH-9,
Madinaguda
Landmark: Above Laasya, opposite to Pranam
Hospital
Hyderabad, Andhra Pradesh - 500049, India
PHONE
+91 40 40404030
+91 9160035123
WEBSITE
www.effiasoft.com
SOCIAL PROFILE
www.youtube.com/user/EffiaSoft
www.linkedin.com/company/effiasoft
www.facebook.com/EffiaSoft
www.twitter.com/effiasoft
Effiasoft with the vision
to change the
perception about
ERP, is a leader on
cloud and mobile ERP
for SME. We provide
integrated and end-
to-end business
solution, be it
Customer
Relationship, Supply
Chain, Manufacturing
Planning, Finance or
Human Resource
management, all
under single platform
to enable you to take
the right decision at
the right time.
Effiasoft, a NASSCOM
listed company is also
recognized and
supported by global
industry leaders like
Microsoft and IBM.