Cloud ERP by ERPinCloud: Our Cloud CRM Software enables your every team member to use it from anywhere, anytime, on any device.
CLOUD ERP FOR GROWING BUSINESSES
Cloud ERP CRM Features
Manage your customer cycle and Boost your Business.
You can increase your sales by analysing and monitoring proper information about pre-sales and sales in the forms accurate report which enable you to judge market trends and help to make pro-active strategies to reach customer expectation.
Below are listed some in detail features about Cloud ERP Customer relationship management Software.
In this feature you can manage your leads cycle, Lead management tool helps to generate, manage and monitor your customer leads and make follow-up. You can sort leads and database as per the industry, source, date, location or it can be your own customization. Lead Management includes.
- Access and manages quality leads.
- Converting leads into opportunity and enrolling it for follow-up.
- Time – Consuming Sales process and get clear picture of Sales operation.
Account and opportunity management
Each converted lead is turns into an account. It becomes easy to monitor the operation of the particular account. This feature also supports tracking daily activates of the lead.
- After converting lead into opportunity assign the task.
- Track and monitor Account Progress
- Increase the rate of conversation from opportunity
Marketing campaign refers to the whole range of marketing activities and campaign.
- Generate emails or paper mails
- Automates the lead process using marketing campaigns
On Time Dashboard
Real time dashboard provides a real time analysis of the current business situation, Get access of real-time activities at anywhere and anytime.
- Monitor real time leads along with sales activity
- Having a stock of the current sales pipeline
- Improving forecasting with the help of a customable dashboard
Sales forecasting are estimate of your sales for a forecasted period. It establishes the level of activity used in other budgets along with forecasting
- Forecasting the current sales pipeline
- Improves the decision making process
Quotations and sales order
Cloud ERP CRM feature enables you to create quotations and sales orders for each customer. When it is quotations generate in CRM its becomes more easy to track the sales order approval.
- Can covert quotations into orders with a single click of the mouse
- Follow up process evolves considerably particularly the invoices and deliveries part
- Quotes are converted into sales order in a quick manner.
Sales Staff Tracking
Monitoring operation is consider being very difficult job to track the sales activities. Cloud ERP CRM feature helps to track minute to minute work process of each task
- Monitor performance of the sales person
- Recommendation of incentives based on performance
- Plan sales training and suggest them corrections based on generated result
Milestone Tracking and Task Marking
Decide Milestone achievement to create long-term, short term strategies and assign Task according
- Design and define goals, set your targets
- Get clear picture about performances against your goal
- Track and monitor your CRM staff daily activities