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Crmconstruction 150916103746 Lva1 App6892 PDF
Crmconstruction 150916103746 Lva1 App6892 PDF
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eresource Construction CRM
eresource CRM enables construction companies to automate many manual
processes and track all building projects by location, type and sector.
engineers,
contractors
construction suppliers
architects
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Features Of eresource CRM
Sales and Negotiation Bible
Questionnaries Master
Questionnaries Display
Followup List
Sales
Sales Lead
Order Management
Sales Enquiry
Sales Quotation
Sales Order
Pending Approval
Pending Lead
Pending Enquiry
Pending Order
Pending Quotation
Sales Reports
:Lead By Source
Open sales Ageing
Sales Performance
Activity Log
Key Performance Indicator
Sales Funnel
Lead by Region
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Dashboard
Todays scheduled
activity list
eresource CRM dash board provide a real time snapshot of your organization key metrics. Using dash
board you can easily visualize the oportunities , approach, status of sales-lead in SPANCO model i.e
SuspectDefinition Prospect Identification ,Approach -Analysis Evaluation and qualification of
requirements, identification of the solution Negotiation, Closing Finalization , Order Ongoing Account
follow-up and Order management and sales monitoring
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Questionnaries Display
According to category and related
the question and answer will be
displayed
Resulted Questions
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Followup List
Follow up list enables you to maintain the
follow ups of all sales call. Each sale Lead / Calls
can be classified as per the priorities, such as
Moderate, Low and High for easy
identification. Add your new followups
Priority of follow-up
View
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Sales Lead
It will automates lead generation, lead tracking, follow-ups etc., in simple yet
incredibly powerful fashion.
Related information of Customer
See the folloups as shown in You can add your new followups
the previous slide as shown in previous slide
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Sales Enquiry
The most important factor in the sales enquiry is the provision to update/add BoQ items.
Enquiry can be
tagged /Notified to
multiple
Associates/User
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Sales Enquiry (Client Detail Tag)
Where you will have the complete information of client, consultant details
Client Details
Consultant Details
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Sales Quotation
Apply Resources to multiple BOQ Items at one time.
Amount
Destributio
n
Related
Associate
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Sales Estimation
Add material
Offer format
Detail
Quotation
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Sales Order
Converting Order from Final Ammended Estimated.
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Pendings
You can see all your pending leads,enquiry, Quotation, Order in this page.
Where the green colour indicate unseen transaction
View
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Report
You can see reports for Lead By Source,Lead by region,open sales performance,
activity log key performance indicator
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Sales Funnel (S.P.A.N.C.O. Model)
Suspect
Prospect
Close
Approach
Order
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Registered Office:
eresource Infotech Private Limited,
TMA House 1st floor, Road No. 16,
Plot No. 6,Wagle Estate ,Thane (West)
Tel: +91 22 41118000 to +91 22 41118050 (50 Lines)
www.eresourceerp.com | http://nfra.eresourceerp.com/
Dubai
P O Box 52034, Dubai UAE
Mobile Number: 0097155 9018499
Email: sn@eresourceinfotech.com
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