Top CRM Software in Indonesia | Asia | Thailand| Singapore | Malaysia | Vietnam | Singapore
CRM Software in Indonesia | Asia | Thailand| Singapore | Malaysia | Vietnam | Singapore

Lead Management

The practise of gathering and managing leads (possible consumers) until they complete a purchase is known as lead management. This is a more extensive process than traditional advertising, and it works best for e-commerce businesses that build individualised relationships with their customers.

What we do:

  • Create leads from various channels like website, Facebook, manual
    upload, etc.
  • Capture the lead information like name, email, phone, company, website, employee size, rating, etc.
  • Avoid duplicate leads.
  • Record activities like calls, emails, against each lead.
  • Assign leads to a sales person based on several parameters like region, size of the company, product, etc.
  • Quality leads based on several parameters like size, requirement, delivery, etc.
  • Convert leads into an account contact and assign the account to sales executive.

Accounts & Opportunity Management

For a modern sales staff trying to forge lasting client relationships, a CRM is an essential tool. The majority of CRMs provide the capability to plan and manage your opportunities, assisting you in managing your sales opportunities successfully and giving your team the context and information they need to turn these opportunities into revenue.

What we do: 

  • Manage customer accounts with account Name, Website, email, Phone, Fax, Number of employees etc.
  • Create key contacts for an account.
  • Create customer requirements as opportunities with requirement details like products, time, amount, etc.
  • Record the different life cycles of opportunities like, Prospecting. Qualification. Needs Analysis. Value Proposition. Id. Decision Makers. Perception Analysis. Proposal/Price Quote. Negotiation/Revie.
  • Opportunity details like, name, amount, close date, description, owner, source, type, etc.
  • Build opportunity pipe line by probability and the
    closing date.
CRM Software in Indonesia | Asia | Thailand| Singapore | Malaysia | Vietnam | Singapore
CRM Software in Indonesia | Asia | Thailand| Singapore | Malaysia | Vietnam | Singapore

Quote Management

Quotes are the closest thing to closing the sale, as viewed from a larger sales funnel viewpoint. It makes sense that you’ll want to make the most of your quote approach. A CRM with quoting will accomplish this completely.

What we do:

  • Generate quotation for selected account and opportunity and add selected products to the quote.
  • Generate pdf of the quotation with the products selected.
  • To send a quotation to an account as an email with quote attachment.
  • Select quote templates from the selected template before creating quote.
  • Record the quote stages like Draft, Review, Approved, Reject, , Presented, Accepted, Rejected.
  • To have approval process for the quote for discounting.
  • Create quote by selecting products and setting quantity for each product.
  • Provision to add/remove products from the Quote.

Sales order Management

The level of customer service is increased and sales operations are made more effective and efficient by a well-organized order management procedure. Integration with current operational processes and back-office process structuring are fundamental in CRM initiatives and must adhere to the interaction strategy with customers.

What we do:

  • Provision for Sales Closure.
  • To Review, Approve, Reject, and Accept Sales Order.
  • For Sales Order Acceptance Format to client.
  • Invoicing format, Invoice generation and sending to client.
  • Payment collection, tracking, updation, reminder, receipt, etc.
Top CRM Software in Indonesia | Asia | Thailand| Singapore | Malaysia | Vietnam | Singapore
Top CRM Software in Indonesia | Asia | Thailand| Singapore | Malaysia | Vietnam | Singapore

Product/Price Dashboards

CRM dashboards provide an overview of sales activity, performance, goal progress, activities, and pipeline health in a straightforward, unified style. In order to optimise plans based on these reports, sales managers utilise CRM dashboards to assess key performance indicators (KPIs) and other crucial data metrics in a sales operation.

What we do:

  • To create products with Products name, Family , image,
    Description and other information.
  • Create different price book for products for different
    areas.
  • Lead Dashboard.
  • Sales Dashboard.
  • Executive Dashboard.
  • Data upload -Leads, Accounts, Contacts, Opportunities.

We deliver high-quality, highly competitive, efficient, stable system – Software Designs & Solutions with timely deliveries, that ensure superior returns on investments. A tech-driven committed team who deploy software solutions and services complying to international standards focused primarily on customer satisfaction and needs.

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