About CRM Software, CRM Software Development Company India
What Is CRM Software?
The abbreviation of CRM is Customer
Relationship Management which can be understood as software that lets your
business build an impeccable relation with your customers in such a way that
there is a meagre need of human efforts. At Sales Funda®, we present to you some
unbeatable software that is designed to handle the customer relations at every
stage, whether it is pre-sales, post-sales or during the sales.
The technical department of our team runs
behind perfection and doesn’t leave a stone unturned in making the clients
happy with the performance of software we provide. Talking about the diverse
modules of CRM software created by
Sales Funda®, we have avant garde system to take care of the customers’ needs.
Module of Sales Funda® CRM software
The Pre
sales services of the software include
Pre Sales
• Lead – Creating leads is one of the
major tasks that a business has in order to get more clients and customers.
Doing it manually might be tiring and lengthy process and that can be made
smoother and shorter with this software.
• Enquiry – Making enquiries with the
customers-to-be is pivotal and a step that cannot be missed if the business
wishes to flourish in a limited period. The CRM software we
offer is dedicated to make enquiries and solving the ones asked by customers as
well.
• Follow up – The clients that are working with you for the first time need
to feel more secure and concerned for. The follow-up processed by the software
will keep them updated with the features and benefits of joining hands with
your business.
• Communication History – Keeping a track of mail and call records between the
customer and the supervisor is an essential part of business and also customer
relationship management. Our software will take care of recording all the
history of communication in a better and apprehensive form.
• Reminder – Human mind is stuffed with
so much of information that many times important dates are missed and such
irresponsibility could lead to loss of customers. CRM software serves the
purpose of a reminder as well, so that your business doesn’t lose any golden
opportunity.
• Quotation – The CRM software introduced
by Sales Funda® will produce a quotation for the customers as per your business
standards and give it to the clients, so that the pricing shall be transparent.
• Sales Order – The sales order come in a better and direct way through the
use of this CRM software and is passed directly to the business to be
fulfilled.
• Bulk Email – In case you need to send same email to multiple clients
with no or minimal changes, the CRM software will come extremely handy to you.
• Bulk SMS – Transferring same message to multiple people at a time can be
made easy with the installation of CRM software.
The list of features doesn’t end up till
here. The CRM
software provided by us to our clients comes with a set of after sales
characteristics as well such as
After Sales
• Pro forma Invoice – A preliminary bill
needs to be sent to the receiver of the items before the date of delivery to
know the actual charges and all the details regarding price or taxes. The
software we build reduces the stress of making a pro forma invoice.
• Tax Invoice – This invoice serves the
main evidence for the purpose of claiming input tax credit of goods and
service. With our CRM software, one can be free of the worries of making these
invoices and sending it to the receivers.
• Sales Order – Depending upon the nature
of the business, a sales order can be made for services or products. The sales
order shall contain the services/products offered and then, it shall be passed
onto the customer and the CRM
software we provide does that in a simplified manner without any errors.
• Delivery Challan - A document which
contains the information regarding the items shipped, and other details like
delivery address and the quantity of the goods is said to be delivery challan.
Using our software will help businesses in having a readymade delivery challan
with every important piece of information printed upon it.
After Sales - Service
With all these services that this system
provides to the customers of the user, it has a handful of features that are
beneficial to the exact user that is the businessman who is making the use o
this software. We have enlisted some of the attractive features and benefits of
using our company-made software.
• Contract – The written contract is made
at the time you purchase the software from us and we make sure that it has all
the trendy and useful features enlisted within it so that you don’t have to
face in trouble later on. The contract is unique and kept private between you
and us.
• Maintenance – The maintenance of the
software is not a costly affair and can be done by spending a minimal cost and
anytime you want it to be. The software runs smoothly throughout, but in case
of updates, it is a plausible option to get it updates to enjoy the recent
features.
• Warranty – Every service that we
provide has a warranty period. If the software behaves abnormally within that
period, we take full initiative to repair the problem and make it flawless
without charging the customers even a single penny. However, if the period gets
missed, we will surely remove the bugs, but with a considerable cost.
• Installation – The installation of the
software within your systems will be done by our technical experts. In case
there is some issue, and the updated version or corrected version needs to be
installed in place of the one that is previously installed, then also our team
will be there to help in the installation process.
• Preventive Maintenance – Every software
needs some preventive maintenance so that it may work without causing any
troubles with the working. For that to happen, the user needs to take some
preventive measures from time to time and our help will assist the users in the
step.
• Complaint – Sales Funda® is extremely cautious about
the relationship with the clients and doesn’t leave any complaint unattended.
Solving the customers’ complaint is our priority and we perform it with utmost
sincerity.
• FAQ- There are multiple questions that
are frequently asked from us regarding our services and within this website,
you will find its respective answers. In case your doubts are not solved and
you wish to seek the answers, our team is available over calls and emails.
• Renewal – From time to time, the
technology becomes advance. In order to stay ahead of the competing businesses,
the company needs to renew the software after a while. Our team will be leading
you to get your software updated whenever you want with the latest model.
If you are convinced with the merits of
installing this software, you shall know how would it be helpful for your
business at different stages of managing customer relations with your company.
Stage 1 –
Purchase
• Purchase Order – A purchase order
consists of the number and name of products that is to be sent to the buyer and
it can be made simply through the CRM
software we offer.
• Purchase Bill – The buyer of the
products owns the right to hold a purchase bill with all the product details
along with its quantity and taxes. The CRM software does that for you in a
jiffy.
• Reorder Level Alerts – Some people
demand a constant supply of some products after a specific period of time and
rather than going to different suppliers, they prefer getting all the products
from one place. The notifications alerts of reorder level will help your
business in arranging all the items before the deadline so that your customers
never return dissatisfied from your services.
Stage 2 –
Store
• Inventory Inward (GRN) – At the time of
storage, there are different receipts that are required such as inventory
inward. Sales Funda® has built this software in such a way that it creates an
inventory inward for the sales without taking much time.
• Inventory outward – Inventory outward
is needed when the materials is to be taken out of the warehouse or store room
and needs to be sent to the shop or directly to the buyer. Our CRM software
will design an impeccable receipt for you to make the move easily.
• Inventory Issue – The inventory is
issued from a warehouse at the time of production activities and all the
written work is undertaken by our CRM software quite easily and swiftly.
• Inventory Status – The information
about the stock in inventory would be modified from time to time through the
use of our software.
Stage 3 -
Account
• Receipt - Typing the receipt is an
essential work, but it no longer needs to be boring one. The CRM software we
provide to you will make the receipt in a perfect manner and without errors.
• Payment – The whole account of payment
received, on stay or delayed are noted by the software itself in a presentable
manner.
• Overdue Payment Reminder – Reminder of
the overdue payments is important to ring the client and seek the money
thereafter.
• Credit Note – At the time of returning
the goods, the shop or business issues a credit note to the customer that helps
in the future purchases. Such note can be made in fastidious way through the
use of CRM software.
• Debit Note – A debit note is generally
produced by the customer at the time of returning goods and it can be useful
for the companies that are involved in the purchasing goods at a large quantity
from some other shops. Our software assists in making this note in a neat and
apprehensive manner.
• Expense – A company incurs sundry to
massive expenses and to properly estimate the loss or profit of a period, it is
important to note down all the expenses in a clear and crisp form in the
accounts.
• GST Report – The government has issued
new kind of tax, GST that removes almost all the other taxes and needs to be
included in all the receipts. Our software is updated according to the new laws
and calculates the taxes in a jiffy and in the most correct way.
• Balance Sheet – Matching the balance sheets is a challenge for the
accountants. But, with the CRM software we have developed for the thriving
companies, it is not a challenging task anymore.
• Profit/ Loss Account – To run the
business smoothly, the owner needs to have a total of all the profit margins
and loss incurred in the various periods. With the software we bring to you,
making these statements will be as easy as a pie.
Stage 4 -
Communication
• Mailer – Communication is the key to
impress the customers and hold them with your business for a longer time. The
software we serve will do the tasks of a mailer and keep your customers
up-to-date with the integral information that can attract him.
• Messenger – These days, messages are
replacing mails. Though, these might look less formal, but pass the information
in a short period without much effort. Our CRM software will help in sending
the quotes or other messages to the customers.
• Communication History – Human might
forget if a message is been sent to a customer or not. Calling the customer
again for passing the same information is not a good idea and not giving the
vital information at all is a worse idea. The software we offer would kill all
your worries by making a record of communication history.
Stage 5 -
Project
• Bill of Material – BOM can be used as a
communication receipt between the manufacturers and suppliers and the other
parties involved. This bill includes all the information and the names of the
products offered. You won’t have to worry about missing any item or digit from
the list by installing our software.
• Task – No matter if your business is
wide or small, allocating the tasks to the subordinates is still a major
concern. Make use of the software and see how easily all the tasks can be
segregated.
• Project Stages – There might be a
number of projects that your company is working upon right now and the project
never gets finished in the absence of right management. This software helps you
in knowing which project is on which stage and you can easily analyse what to
do to speed up its completion.
• Project Assign – This software allows
you to assign the projects to the right people without you speaking up to them
directly so that no time is wasted.
• Local Labors – It is eminent to keep a record of your local labours in
order and it can be done easily with the help of CRM software.
• Communication History – A track of
communication history is inevitable in the businesses that are driving their
way through success. The software offered by us helps in making an errorless
communication history.
• Project wise Purchase – The customers
need to know about your projects and their completion time. The software
handles that quite skilfully.
• Project wise Inventory – A number of
benefits are offered by the CRM software we produce and creating project wise
inventory is one among them.
• Project Costing – The customers need to
know an estimate of the project they are investing upon and the software would
definitely help you build one by adding all the necessary expenses.
• Project wise Ticket – The business can
quickly handle the project wise ticketing through making the use of the
software we have designed to improve the customer relationship management.
Stage 6 -
Employee & Payroll
• Employee Details – The details of the
employees shall be safely secured in a place that it can be looked upon even
years later. This software will be a safe storage for the important details of
your organisation and the ones working under it.
• Offer Letter, Appointment Letter, Appraisal
Letter, Experience Letter and Termination Letter – There is a list of
letters that must be made and given to the employees. There is no need to type
it every time, this software will manage all of it with just a little manual
change in names and dates.
• Target & Achievement – You need to
keep a proper record of the targets and achievements of the employees in order
to give them proper appraisal and other benefits. With our CRM software, you
can keep a neat record of the same.
• Attendance – Business is way far
different than college and it needs to be taken seriously. There can’t be proxy
in attendance and it needs to be done in a proper manner so that none of the
employee is over or underpaid in any month.
• Salary – The salary of the employee is
decided at the time of hiring, but sometimes due to weak memory and huge staff,
there can be confusion in giving the right amount. The CRM software avoids from
that to happen and keeps a proper record of everyone’s salary.
• Leave
Management – Tracking the leaves of the employees is important to notice if
the worker is serious about his job or not. The feature of managing the leaves
of the employees will make it easy to look upon the details easily.
• Appraisal – Appraisal is usually given
after a year of admission and shall be an important factor in the companies.
The list if hiring dates, targets achieved, leaves taken, etc will hamper the
decision of raising the current salary and the software is very resourceful in
the making of the decision.
INDUSTRIES WE SERVE
• Engineering
• Plant
& Machinery
• Chemical
• Construction
• Metal
& Alloy
• Real
Estate
• Logistics
• Security
Systems
• Scientific
Instrument
• Manufacturing
• Service
• Plastic
• Textile
• Rubber
• Information
Technology
• Trading
• Handicrafts
And Gifts
• Automobile
CRM Software Benefits
Other than the ones mentioned above, some
direct benefits of our software to the users can be listed as follows
• Increase
in sales and productivity
• Assists
in managing the contract
• Helps
in managing the project
• The
level and speed of the production can be managed in a better way
• It
is eminent in managing the marketing tactics
• Control
Over Purchase & Vendor
• Automatic
following up is plus point
• The
customer support can be improved instantly
• With
the great features, it will refine the relation with customers
•
You will get a reliable partner for planning marketing and service strategies
• In
the course of marketing and servicing, the overheads will be managed in an
improved manner
• Communication
between the businesses will be visibly refined
• It
will generate a specific list for the product information
• Provide
the feedback to lead source
• Access
of information 24*7
• The
project stages can be seen thoroughly
• The
database can be improved or corrected anytime, anywhere
• Real
time reporting is automatic
• Helps
in forming quotations
• The
business activities can be tracked effectively
• Values
the customers and maintain a long-term touch with them
• Customers
can be segregated accordingly
• The business
workflows is speeded up
CRM Software Intelligence
The software we have designed is made using advanced features and
technological inputs. Some of its intelligent features are mentioned as
follows
• Reminder and alerts
are sent to the main user through software notification, Email or SMS.
• The software aids
in doing auto enquiries via email and SMS.
• Follow-ups for outstanding
receivables are done automatically.
• Quotation &
Proforma Invoice is made by the software
• In case of loss,
the lacking points will be shown
• A reminder will
be sent for maintenance.
• The schedule will
be told to the persons at every stage required
• News letters and
greetings are automatically made and sent to the customers
• The activities of
the users connected to the software can be tracked with it
• The daily data is
backed up automatically
• The unwanted or
illegal activities can be stopped instantly.
OUR POPULAR BRANDS
You can visit our different platforms for various solutions
regarding your requirements such as mobile apps developments, customised
software development, e-commerce development and website development.
- Sales Funda®-www.Sales Funda®.com
- Society FUNDAA-www.societyfundaa.com
- Edu-FUNDAA-www.edu-fundaa.com
- DialNSearch.com-www.dialnsearch.com
You can visit us at our office or get your enquiries solved through
a phone call. We are the Titanic in the field of software developers, just the
only difference is that we won’t let you sink.
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