Customer Relationship Management

Customer Relationship Management

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.

CRM helps in managing relationship and will have many fold advantages including:

  • Increased process velocity and accuracy.
  • Help build transparency and accountability.
  • Helps create auditable log for all steps of transaction which shall help several processes.
  • Automation shall help handle information security challenges.
  • It shall help reduce human dependence.

Customer Relationship Management Features

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:

  • Customer Voice Management – CRM has an integrated survey tool which may used to trigger surveys to capture customer perception about the service we provide to them. Survey tool is flexible enough to add objective or subjective questions or both. This tool helps collecting and analyzing the customer voice and rating which can be a critical element of service design and improvement of organization design.
  • User Management.
  • Masters Management –Several masters are available to make the the entire CRM more flexible with your evolving needs.

Sales Masters

  •  Add BD Status
  •  Modify BD Status
  •  Add BD Reference
  •  AR Management
  • Add Service Management Fee
  • Modify Service Management Fee

 Add GST
 Modify Tax

Service Management Masters

  •  Add Service Status
  •  Add Customer Status
  •  Add / Modify Service Status

Incident Master

 Add Incident Subject
 Assign resources to Incident Subject

  • AR Management – AR Management is pretty much why business is done, and manual management of the AR Process isn’t desirable. CRM facilitates smooth and IT driven finance management.
  •  Automated AR Report with forecast dates of payment
  •  AR reports for planned payment date and actual date
  •  Set reminders for due & overdue payments through SMS and emails and push notifications.
  •  Facilitate automated invoice creation and sending through email.
  •  Integrate payment gateway to allow online payment attached with the AR process

Features in the CRM

Sales Management - Prospect Management

Master allows you to add any lead that has been received, mark them for different stages of the sales cycle.

Sales Management - Follow-up management

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.

Sales Management - Closure

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.

Sales Management - AR Mgmt

Proper handover from sales to sales admin is in-built into the CRM. GST and any other legal element is also inbuilt.

Roles based access provision

Role based access can be defined for all user types.

Delivery Management - Planning

Plan your delivery tollgates, schedule, assign people to delivery elements - many more delivery mgmt activities are built in the system

Delivery Management - Execution

Execution management allows to mark the execution status of each deliverable and the same is visible to the customer.

Delivery Management - AR Visibility

Under controlled provisions Payment/AR information can be shared with customer representative for status and reminders through emails, SMS and system notifications.

Delivery Management - Analytics & Reporting

Delivery Management - Analytics & Reporting

Detailed tollgate and other relevant reports and intelligent statistics are available for decision making.

Incident Management

Incident Management

Get Customer to raise tickets for any service requests. Workflow for ticket management is inbuilt.

Complaint Management

Complaint Management

Customer complaint handling workflow is also inbuilt in this CRM

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