Winning Customers

How to win Customer:
1. Think like customer, what customer want in the solution. Be proactive in identifying possible problems and present nice solutions. Always mention nice to have features.
2. It’s mandatory to retain customer confidence in the company. Existing customer are more profitable then new customers.
3. Be honest and focused to the customers.
4. A good business analysis will lead a solution which meets client’s requirements. We need to identify people and methodology to achieve this.
5. A comprehensive testing/ quality assurance will maintain client’s confidence in the company. A back to back order is only possible if client is happy with the current solution.

FrontOffice CRM

Front Office CRM

Its a good CRM software. Here is the feature list:

CRM Features

• Web Based environment for real time information.
• User Friendly Web Interface
• Accessible from anywhere through intranet/internet.
• No client installations. Works with web browser.
• No License restrictions
• Mobile access for real time information through GPRS.
• Free one year support for any errors or defects.
• Help manuals

Customer Management

• Customer Information
• Customer Organization hierarchy(Sub Accounts)
• Customer Contacts
• Multiple Addresses
• Notes
• Activity Tracking ( Email, Phone, Tasks, Meetings, Fax, Letter)• Customer View of All CRM related Entities(Leads, Orders, Campaigns etc)
• Predefined Filters
• Advance Search

Activities Automation

• Phone Activity automation
• Fax Activity automation
• Email Activity automation

Organization Hierarchy

• Definition of Organization and People
• Security Management over the organization

Product Management

• Product Information
• Metrics of Products (Units)
• Price list
• Product Catalog. Publishable to internet.
• Integration with Inventory system. *

Sales Cycle

• Caters B2B and B2C models
• Lead, Opportunity, Order, Quote, Invoice Management.
• Automatic conversion into successive sales object. eg. Lead to Opportunity
• Linking of products, pricelist
• Linking of Activities(Email, Phone, Tasks, Meetings, Fax, Letter)
• Notes
• Sales Literature (Brochures, Reports, etc)
• Competitors Information.*
• Sales Process. *
• Sales Quota. *
• Sales Person KPI
• Predefined Filters
• Advance Search
• Integration with Finance System. *
• Notifications & Alerts for users. *

Marketing

• Campaigns based on CRM Activities
• Automatic Email/ Fax Campaign on schedule basis
• Campaigns Reporting
• Marketing Literatures
• NotesActivities
• System Supports Tracking of these activities
• Email
• Fax
• Letter
• Meeting
• Task
• Phone
• Management of Un-Owned activities
• Task Management
• Sales Person "To Do" Activities
• Calendar View for daily activities.

Reports

• Sales Reports
• Marketing Reports
• Sales People Reports
• Administrative Reports

Security

• Security over complete Organization Hierarchy
• All CRM related actions controllable.
• Registration of Users
• GroupsIntegration
• Integration with ERP/Inventory System/Financial Systems*