Biz Solutions CRMSys (Customer Relationship Management)


CRMSys (Customer Relationship Management System) helps companies optimize customer relationships by integrating marketing, sales, and service. By providing a full 360-degree view of customers, the system enables a consistent and continuous customer dialogue based on real-time information. With this advanced CRMSys solution, you can make the most of every interaction with every customer across every channel or touch point. As a result, you gain true customer insight, along with the ability to act on that insight, which leads to an ultimate satisfaction and hence brand building.

CRMSys provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to the products & services to improve bottom-line results.

Features of the CRMSys

Web Based-Developed with VS.net technology)
Fast Data transfer via internet and intranet
Required format data transfer
Multi user
Centralize database
Online Help
Easy to Customize report
User wise date recallers
Easy to install and use
Database Security
Automatic backup and recovery
User access depends on role and rights
Removal of data dependency
Offline and online data transfer
Intranet messaging
Searching and query
Online mailing of documents ie work order
User defined auto generated code
Platform independent
System independent
Online tracking of data
Maintenance of log files
History files
Reduction in cost of client node installation


CRMSys Module Details

Administration
Marketing
Document Management
Tendering
Project Tracking
Projection and Planning
Sales and Dispatch
Customer Care
Event Management
Resource Booking
MIS

Administration

Sub Modules	Features	Reports
Data Security	Roles & Rights Creation based on      Forms/Reports/Events      (Add/Modify/View/Delete). Log files (User wise/ Event Wise) Database backup Database Recovery Database Transfer Data Deletion with History Files	Backup Reports Data Transfer Reports Recovery Reports Log Reports

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Marketing

Sub Modules	Features	Reports
Enquiry Estimation Quotation Order Acceptance Schemes offers	Customer Data Maintenance Customer Enquiry Enquiry Allocation Enquiry Follow-ups Costing/ Estimation Preparation Quotations Revision of quotations Offer Maintenance Order Acceptance Data maintenance Order Acceptance Amendments Advances Received Advances License Sales Analysis Price List (Product wise/ Customer wise) Currency Conversions Export Indent	Enquiry Analysis Reports Source/ Type Wise Product wise Area/ Section Wise Attended/ Not Attended Converted Percentage Rate Difference Register Cost Register Quotation Reports Enquiry wise Existing/ Non Existing Customer wise Product wise Value wise (High/ Low/ Medium) Product wise Hit Ratio Analysis OA Register Sales analysis Graphs

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Document Management

Sub Modules	Features	Reports
Contacts Inward Outward	Contact Detail Maintenance Contact Retrieval Attaching Scanned Documents with Details Accessibility of Scanned Documents Automated Reply Mass Mailing	Log Register Inward Register Outward Register

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Tendering

Sub Modules	Features	Reports
Tender	Tender Data Maintenance Tender Tracking Tender Document Generation Agreements	Tender documents Tender Register Earnest Money Register Rejected Tender Register Cleared Tender Register Tender Status Register

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Project Tracking

Sub Modules	Features	Reports
Project Tracking	Project Data Maintenance Project Status Tracking	Project Reports Project Register

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Projection and Planning

Sub Modules	Features	Reports
Projection Planning	Sales Projections Projection Plans Projection Status Projection Analysis	Projection Register Status Reports Analysis Reports

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Sales and Dispatch

Sub Modules	Features	Reports
Packing Dispatch Invoicing Fleet Export	Packing Slips & List Sales notes with date and time Systematic Scheduling Delivery Challans Dispatch Schedule Dispatch Instruction Daily Dispatch Commercial Invoices Sales Return LR Slips Fleet Maintenance Efficient Transport and Follow ups Export Document Generation	Sales Register Schedule VS Dispatch Register Packing List Register Sales Return Register Sales Analysis Reports Fleet Maintenance Register Export Register

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Customer Care

Sub Modules	Features	Reports
Customer care	Proactive Alerts Online Help Support Customer Complaint Maintenance Allocation of Customer Complaints	Complaint Register Allocation Register Complaint Status Register

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Event Management

Sub Modules	Features	Reports
Campaigning Product Promotion Training Events	Event Planning & Budgeting Event Allocation Resource Allocation Event Tracking Visitors Tracking	Event Register Visitors Register

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Resource Booking

Sub Modules	Features	Reports
Resource Booking	Resource Data Maintenance Confirmation Trough E-mails Booking of Resources Resource Maintenance Resource Allocation Advanced Search Capabilities Flexible Time Management	Resource Usage Register Resource Register Booking Reports Booking Cancellation Register

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MIS

Sub Modules	Features	Reports
MIS	All Analysis processing for data required by      Management	Various MIS Reports