CRM

Customer Relationship Management

Exis ng Customers
PDF DOC JPG PPT MP3 XLS

Direct Selling
Associa on (DSA)

RxOffice® CRM enables effec ve Lead Management cycle,

Lead Genera on
Lead Tracking
Lead Alloca on and Distribu on
Lead Qualifica on
Lead Conversion
.... along with document management Sales Team

www.itshastra.com (022) 2778 1074 info@itshastra.com

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RxOffice® CRM Premium Features
Lead Management
“You can control what you can see and track". RxOffice® CRM op mises
the chances of closing the Orders. The enquiry funnel from all the sources
is seen, tracked, monitored and acted upon using the inbuilt rule and role
based RxOffice® CRM. It tracks the current status, next ac ons and
document status of the leads and helps the sales team to act in a focussed
way to help the closure.

Variety of Communication Options

RxOffice® CRM provides variety of communica on recording op on like
secure email, Phone Logs, Field Visit records, Schedule mee ng & Notes.
Follow-up details are captured and scheduled as next Milestone.

Configurable Workflow per product

RxOffice® CRM provides Configurable workflow per product. This
workflow automa cally schedules tasks as per configura on. These tasks
appears on Dashboard of appropriate users which helps Business users to
drive the day to day work. The dashboard is provided with various filters
like “Today’s Tasks”, “Pending Tasks” & “Future Tasks”.

Integrated Document Management System

RxOffice® CRM is integrated with an inbuilt Document Management
System for handling all documents during the Customer acquisi on to
Customer converted to account process. This system is provided with
various key features like Explorer based folders, Upload document,
download document, Drag and Drop files & PDF viewer inside browser.

www.itshastra.com (022) 2778 1074 info@itshastra.com