CREST CRM
“ Data Driven Decision Making “

CREST CRM - Features

Lead Management

Lead Management ensures that the Sales team are always on top of all the leads
and ensures that none falls through the crack.

  • Capture complete Lead information : – Key attributes captured are Organization name, Contact Name, Industry classification, Category, Source, Priority and Status.
  • Leads can be “Assigned To” a Sales representative.
  • Lead specific Notes: This section provides flexibility to track the various notes one would like to register against the Lead.
  • Upload Documents: This section provides flexibility to upload and store any kind of documents related to the Lead Lead

Opportunity & Deal Management

  • Create one or more opportunities against a specific lead. Key attributes like Probability, Status, Estimated deal value, expected closure date, Priority etc can be recorded for effective tracking. Notes & Document section captures key information about the opportunity.
  • Create customer quote by linking the product and services. Quotes can be revised multiple times and the history information is tracked. .
  • On deal closure, a customer profile can be created for the opportunity and the quote can be converted into a customer sales order.
  • Tight integration with Sales order & Inventory Module ensures seamless data flow from opportunity till deal closure, reducing manual data entry

Contact Management

  • Contact management enables the sales representatives to capture all the contact details about the lead. Any number of contacts can be associated to a lead
  • Provision to send real time Sales & Marketing communication to contacts.

Reports & Dashboards

  • CREST CRM provides various dashboards built on Opportunity and Leads.
  • This is user configurable and the applicable dashboards can be enabled based on role.
  • Lot of inbuilt reports are available which helps in viewing the data across multiple dimensions like Status, Priority, Stage, Source, Probability, Owner etc.
  • Get the Consolidated Report Grouped By Status, Priority, Category, Owner, Source, Industry
  • Leads Reports Which can be Filtered by one or more Parameter and Group by a user selectable Parameters.

Activities Management

  • ACTIVITIES option enables the user to record and track activities against a Lead or Account or an Opportunity. Activities can be classified as “Event”, “Call” and “Task”, Activities are grouped and listed under different time buckets
    – Today’s activity, Next 7 Days, Overdue
  • User also have a provision to add Notes & Attach documents against an activity

CREST CRM Benefits / Advantages

Accelerate Sales

Improve customer Lifetime value

Discovery of New customers

Enhances Cross-Selling & Up-Selling

Enhances Customer Servics

Collaboration between teams

Increases Staff Productivity

Facilitates Remote Access

Improves Analytical Reporting Enhances

Simplified Sales Process

Enhances Customer Loyalty

Effective Internal Communication

CREST CRM - Access your Business anytime, anywhere

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