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Smart Business SolutionsCustomer Relationship Management Solution

Forsa ERP’s CRM Software helps in building a solid relationship with the customers. Moreover, it also helps the businesses in organizing the strategies that need to get taken. It automatically enhances the productivity of firms while also keeping clients satisfied with their services. It starts with storing all the customer’s details in the centralized system. In this way, the manager doesn’t have to look for the relevant information from multiple sites. It also integrates all the sales lead with customers’ data. It stores the customer’s name, phone number, email, and address in the system. It helps in understanding the requirements of customers.

This system by Forsa ERP helps increase the company’s sales, thus, resulting in profits. CRM Software allows the manager to track the sales and orders of customers to understand them better. It also allows managing the contacts of customers on a massive scale because of enough storage. Unlike the manual systems, the Forsa ERP’s software can store data as much as the company’s want. Moreover, the most outstanding feature of this software is the monitoring of customers’ interests. They can get monitored on social media channels, websites and emails. The fast-paced algorithm allows the analysis of the customer’s needs and demands effectively.

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forsaerp

Data Bank

A data bank is responsible for storing all the bank details of the firm’s customers. It is essential to have a data bank; otherwise, a firm can’t process goods and services. The Best CRM Software ensures processing several queries of customers in a short time. It also allows the recovery of data in case the data gets lost or deleted. While using a manual system, it wasn’t possible to recover the lost data, but Forsa ERP’s software provides this feature. All the customer’s detail gets divided into several categories. It gets comprised of the customer’s name, phone number, email, GST and NTN credentials. In this way, the data doesn’t get jumbled up and makes it difficult to understand. The admin can also mention additional data of the customers if they provide it.

Data Bank

A data bank is responsible for storing all the bank details of the firm’s customers. It is essential to have a data bank; otherwise, a firm can’t process goods and services. The Best CRM Software ensures processing several queries of customers in a short time. It also allows the recovery of data in case the data gets lost or deleted. While using a manual system, it wasn’t possible to recover the lost data, but Forsa ERP’s software provides this feature. All the customer’s detail gets divided into several categories. It gets comprised of the customer’s name, phone number, email, GST and NTN credentials. In this way, the data doesn’t get jumbled up and makes it difficult to understand. The admin can also mention additional data of the customers if they provide it.

Contacts

The ERP and CRM Software also allows storing the contact details of a customer. Keeping the customer’s contact details is essential because otherwise, it gets difficult to reach them. The firm needs to have the contacts as it allows them to ask the customer about their order. They can also call them if there are any payment issues or if the order gets accidentally deleted. As this is confidential data, only a few members of the firm can access it.

Meanwhile, it also assures customers that their data will get secured. There are no chances of the data getting subjected to hacking or errors. The customer’s trust in the company helps them to grow better than before.

Daily Action Plan

The ERP and CRM System also provides the feature of the daily action plan. It helps in scheduling the day-to-day processes, so they get managed easily. Once the procedures get organized, the further steps get easier to perform. This feature got designed for the employees to make it easier for them to understand their job. Once their duties get organized and enlisted in a document, they can access it and work accordingly. The team lead doesn’t have to go personally to each employee to let them know of their work; thus, reducing the labor work. The admin can also update the details when the duties change.

Sale Pipelines

The purpose of the sales pipeline is to analyze the entire sales process for the company’s benefit. Customer Relationship Management only gets maintained if the sales activities get analyzed from time to time. When the company gets to know which products get sold more, they can increase their quantity. It also allows them to upgrade the specific product for their benefit. In this way, they can also satisfy their customers by expanding the product’s branding. It also helps in tracking the potential buyers of the specific product. The admin can reach out to them to increase the company’s sales.

Sales Pipeline History

The primary purpose of the sales pipeline is to track the performance of everyone involved in the process. From the customer to the team lead, Customer Relationship Management stores everyone’s information in the system. It helps in analyzing the customer’s interests, employee’s performance and system’s functionality. In this way, the data of every person involved in this process gets added to the system. It includes sales data, prior orders and future orders. It is mandatory to store the data in a way that gets secured. The employee and admin can check their details in a centralized system.

Sales Report

The sales report helps in analyzing the entire sales that got made in a month or year. It is mandatory because this report helps in knowing whether the customer is satisfied or not. CRM System helps in making the document of sales volume, income, expenditures and new leads. This data gets evaluated in the system and shows the performance of the prior sales. It can let the company know whether or not they should change their growth strategies. The insights and forecasting of sales data give the firm a chance to achieve success.

Sale Forecast /Prospect Report

Sale Forecast is the assessment of future sales for the company’s benefit. It gives insight into the company’s sales which will happen in future. Once the sale forecasting gets done, it allows the firm to meet the customer’s demands. CRM Software helps in keeping the client satisfied by working efficiently on the schedule.

Tender Report

The objective of the tender report is to create a price list of all tenders. It helps the firm in selecting the best and cost-effective tender. It releases the tender reports on time, so the consumers start working on it right away. Thus, it balances the company and ensures productivity.

Contacts

The ERP and CRM Software also allows storing the contact details of a customer. Keeping the customer’s contact details is essential because otherwise, it gets difficult to reach them. The firm needs to have the contacts as it allows them to ask the customer about their order. They can also call them if there are any payment issues or if the order gets accidentally deleted. As this is confidential data, only a few members of the firm can access it.

Meanwhile, it also assures customers that their data will get secured. There are no chances of the data getting subjected to hacking or errors. The customer’s trust in the company helps them to grow better than before.

Daily Action Plan

The ERP and CRM System also provides the feature of the daily action plan. It helps in scheduling the day-to-day processes, so they get managed easily. Once the procedures get organized, the further steps get easier to perform. This feature got designed for the employees to make it easier for them to understand their job. Once their duties get organized and enlisted in a document, they can access it and work accordingly. The team lead doesn’t have to go personally to each employee to let them know of their work; thus, reducing the labor work. The admin can also update the details when the duties change.

Sale Pipelines

The purpose of the sales pipeline is to analyze the entire sales process for the company’s benefit. Customer Relationship Management only gets maintained if the sales activities get analyzed from time to time. When the company gets to know which products get sold more, they can increase their quantity. It also allows them to upgrade the specific product for their benefit. In this way, they can also satisfy their customers by expanding the product’s branding. It also helps in tracking the potential buyers of the specific product. The admin can reach out to them to increase the company’s sales.

Sales Pipeline History

The primary purpose of the sales pipeline is to track the performance of everyone involved in the process. From the customer to the team lead, Customer Relationship Management stores everyone’s information in the system. It helps in analyzing the customer’s interests, employee’s performance and system’s functionality. In this way, the data of every person involved in this process gets added to the system. It includes sales data, prior orders and future orders. It is mandatory to store the data in a way that gets secured. The employee and admin can check their details in a centralized system.

Sales Report

The sales report helps in analyzing the entire sales that got made in a month or year. It is mandatory because this report helps in knowing whether the customer is satisfied or not. CRM System helps in making the document of sales volume, income, expenditures and new leads. This data gets evaluated in the system and shows the performance of the prior sales. It can let the company know whether or not they should change their growth strategies. The insights and forecasting of sales data give the firm a chance to achieve success.

Sale Forecast /Prospect Report

Sale Forecast is the assessment of future sales for the company’s benefit. It gives insight into the company’s sales which will happen in future. Once the sale forecasting gets done, it allows the firm to meet the customer’s demands. CRM Software helps in keeping the client satisfied by working efficiently on the schedule.

Tender Report

The objective of the tender report is to create a price list of all tenders. It helps the firm in selecting the best and cost-effective tender. It releases the tender reports on time, so the consumers start working on it right away. Thus, it balances the company and ensures productivity.