MANAGE LEADS AND ENQUIRY
- Manage your leads / business opportunities received from various sources.
- Convert a verified lead with full information to valid enquiries.
WEB BASED CRM SOFTWARE
- Xteum has web based version of the CRM Software.
- You can access your CRM Solution from anywhere anytime.
CRM SOFTWARE FACILITY FOR PRINTING OF VARIOUS FORMATSo
- Tax Invoices
- Proforma Invoices
- Sales / Customer Orders
- With our CRM Solution you can configure the printing of the above document to a good extent. You can use Plain Paper / Letterhead.
CUSTOMIZED CRM SOFTWARE
- Compatible with the ways you have followed till date to manage the marketing and sales process.
- Your company is unique, culture is unique, products and services are unique, working methods are unique.
- CRM Software which will not change the fundamental good points and improve them.
CRM SOFTWARE PRE-SALES - MANAGE ENQUIRIES, FOLLOWUP, QUOTATIONS ETC
- Manage Customer Enquiries and Follow-ups schedule.
- Get followup schedule and work accordingly and record all the communication with the customers, so the history is maintained.
- It provides you analysis of Leads Data based on various criteria, which is almost impossible to do manually.
- We can setup a customized funneling system for you for enquiries evaluation.
- We also have a standard funneling system, that you may find useful.
- Maintain Data about Products, Competitors etc.
- Print Quotations.
CRM SOFTWARE POST-SALES - MANAGE SERVICE CALL, SERVICE REQUESTS & FEEDBACK
- Print Product Delivery and Installation Reports.
- Manage Service Calls and Customer Complaints.
- Assignments of Calls, Customer Complaint to Service Engineers.
- Service Reports of Service Engineers Visits to Customers.
- Manage observations, Findings, suggestions, material / parts requirement to solve the problem.
- Manage Customer Feedback related to service visits.
- Invoices and Recovery Followup Management.
OTHER FEATURES OF CRM SOLUTION
- Sales Team Administration.
- Measure / compare performance of sales team over a period of time.
- Managing Daily Sales Report.
- Expenses Tracking and Recovery.