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CRM

The document discusses the key features and modules of a CRM and ERP system. For CRM, it covers features like lead management, sales force automation, marketing automation, customer service and analytics. For ERP, it discusses modules like purchase, inventory, financial accounting and knowledge management. The systems provide capabilities for activities from lead generation and sales to customer service and analytics as well as enterprise functions like procurement, inventory and accounting.

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Kunal Rawat
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38 views3 pages

CRM

The document discusses the key features and modules of a CRM and ERP system. For CRM, it covers features like lead management, sales force automation, marketing automation, customer service and analytics. For ERP, it discusses modules like purchase, inventory, financial accounting and knowledge management. The systems provide capabilities for activities from lead generation and sales to customer service and analytics as well as enterprise functions like procurement, inventory and accounting.

Uploaded by

Kunal Rawat
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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CRM

1. 2. 3. 4. 5. 6. 7. 8. 9. Gathering and notification of new leads Sale initiative and contact with leads Follow up with future action and forecast Create ,track and assign tasks to sales support Sales plan and track activities related to prospects Management reports for activities & future projection, pending actions Sales utilizes marketing materials to enhance the sales cycle Proposal is written and submitted to prospects Contract and purchase order is generated

Referral management: Automatically create leads for every referral captured Easily view the most valued source of referrals

Targeted sales: Maximize cross-selling opportunities Streamline account origination for multiple product sales Call list management: Accurate, complete and timely call lists triggered by events, meetings, predefined conditions Track, assign, escalate call activities appropriately Deliver personalized investment advice to clients in timely basis Household management: View data on familial and ad hoc households Roll up of portfolios, leads, activities, notes, opportunities Identify client values: Consistent view of client portfolios across multiple platforms Accurately assess client value and profitability Segment clients for appropriate marketing initiatives Retain high value clients with exceptional customer service Self serve: Universal sign up Cross-channel application processing Targeted cross-selling Multi-channel distribution of financial research in support of marketing and decision making Advisory services: Improve co-ordination with team members

Marketing Automation:

Campaign Management Mass Email Marketing Collateral Auto Response Email Sales Force Automation:

Lead Management Contact Management

Account Management Opportunity Management Quote Management Product Database Forecasting Commissions Management Customer Service:

Case & Incident Management Solution Management Knowledge Base Management Analytics:

Reporting & Analytics Dashboard Reporting

ERP
Purchase
identifying potential suppliers Supplier Evaluation, Supplier Quote Evaluation awarding purchase order to the supplier, Billing processes. Purchase module is tightly integrated with the inventory control and production planning modules. Evaluates vendors purchasing, performance; controls and administers requisitions repetitive supplier schedules purchase orders, and receiving;

Inventory
Inventory Requisition. Inventory Order Assessment Inventory Placing. Supplier Performa. Order Received. Quality checks Inventory Bills and Challans

Minimum Inventory Assessment. Maximum Inventory Assessment. Minimum Inventory Assessment

Financial Accounting (FI)


Set up an open item-managed, general ledger account for each clearing house Record processing fees charged by the clearing house for its services Manage information sent back by clearing houses to accept or reject card transactions Carry out bill-back processing when a customer disputes a transaction

Knowledge management
Credit risk management Customer Analytics Backend computation

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