Today Customer Relationship Management is a key tool and mantra for success in any organization. CRM solution is a powerful tool for data-driven decisions. It also helps sales people keep moving towards their target with its performance analysis ability. CRM helps and allows every communication with a prospect in a personalized one-on-one dialogue, ensuring the right message at the right time.
Advance Innovation Group CRM is Web-based CRM software, offers features for different modules that has been part of this system for over a decade now. Main features include:
Add Incident Subject, Assign resources to Incident Subject
Master allows you to add any lead that has been received, mark them for different stages of the sales cycle.
Inbuilt calendar feature allows the sales person add next followup due date, person’s name for followup, making any notes for specific customer requests etc.
Here in the CRM handovers prospect info and information flow to the finance handler, the resource planner and automated triggers are also built for the customer.
Proper handover from sales to sales admin is in-built into the CRM. GST and any other legal element is also inbuilt.
Role based access can be defined for all user types.
Plan your delivery tollgates, schedule, assign people to delivery elements - many more delivery mgmt activities are built in the system
Execution management allows to mark the execution status of each deliverable and the same is visible to the customer.
Under controlled provisions Payment/AR information can be shared with customer representative for status and reminders through emails, SMS and system notifications.
Detailed tollgate and other relevant reports and intelligent statistics are available for decision making.
Get Customer to raise tickets for any service requests. Workflow for ticket management is inbuilt.
Customer complaint handling workflow is also inbuilt in this CRM