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Customer Relationship Management

Customer Relationship Management. About Powermate Pte Ltd.

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Customer Relationship Management

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  1. Customer Relationship Management

  2. About Powermate Pte Ltd. Pillargate ERP provides a comprehensive ERP system, which covers almost every aspect of operational procedures for running an effective business entity. Our Pillargate ERP system come with core modules that comprise Sales, Purchase, Inventory, CRM, Finance, Account, HRM and Payroll with add-on modules such as Production, Retail POS, Logistics and Transport. Pillargate ERP  Solutions is an innovative, agile solution provider utilizing cutting-edge technology and tools to develop customer and industry solutions for vertical level of sectors worldwide. Comprehensive Solution frameworks comprise a fully integrated suite of modules designed to help manage most every aspect of your business. Pillargate specialized in .Net platform comprising Window/Web applications to serve customers of global environment. • Pillargate CRM initiates a close relationship with all our customers. We are enable you to customize your Powermate PvtLteCRM system specific needs and request. The result is a user friendly system that will take to all your business needs in both the short & long term.

  3. Configuration Management • Sales person Master • Stages • Application Control • Notes Master • Customer Master • Item Master

  4. Alert Management • Daily Follow ups • Pending follow ups • Notification for sales manager • Email/SMS alert

  5. Pre-Sales Management • Campaigns • Leads • Prospects • Opportunities • Quotation • Sale order

  6. Post-Sales Management • Customer Support • Customer Service Request • Customer Compliant and feedback

  7. Increase the value of Customer Base • Adopting profitable customers • Retaining profitable customers longer • Eliminating unprofitable customers • Up-selling additional products • Cross-selling other products • Referral and word-of-mouth benefits • Reducing the cost of services for customers

  8. Factors of Success CRM • Sales process is well-defined • Commitment from senior mgmt., sales mgmt., and sales reps./channel partner • Automate activities to close more sales and remove barriers • Emphasize salespeople and customers, not management • Extended support to handle all time zones, users and work styles • Remote communication for field sales • Keep it simple, not too data-intensive • Train based on selling scenarios • Technology is maintainable and extendable

  9. Pre-Sales Reports • Opportunity • Enquiries • Opportunities – Document Type • Enquiries - Details • Follow Up Activities • List of Pending Follow Up • Opportunities Follow Up Activities • Status Report • Follow Up Report • New Enquiry Report List • Sales Quotation • Lead • Customer / Prospects Details • Prospect Details • Others • Cost Details • Profitability Analysis

  10. Post-Sales Reports • Installation • Pending Installations • Pending Installations – Customer Wise • Service Analysis • Service Expiry Details • Service Expiry Details – Area / Territory Wise • Service Contract Potential • Service Order Details • Service Schedule Analysis • Service Invoices List • Service Expenses • Service Expenses Comparison • Service Contract Proposal • Service Invoices • Service Analysis • Representative Workload Analysis • Service Contract Conversion – Item Group Wise • Spares • Service Spares Consumption • Customer Feedback • Customer Feedback • Customer Feedback Analysis

  11. Leads - Screenshot

  12. Leads View All - Screenshot

  13. Leads Contact Details - Screenshot

  14. Visit Report – Screenshot

  15. Prospects - Screenshot

  16. Prospects Attachment - Screenshot

  17. Prospects Activity - Screenshot

  18. Opportunities Entry - Screenshot

  19. Opportunities Tender Info.

  20. Quotation - Screenshot

  21. Machine Warranty / AMC

  22. Customer Service Requests

  23. Quotation Report - Screenshot

  24. Followup Report - Screenshot

  25. Opportunities Report - Screenshot

  26. Customer Complaints Report - Screenshot

  27. PillarGate CRM To find out more about how Powermate Pte Ltd CRM can improve your business operations. Please visit our website, or contact us to arrange and obligations – see demonstration Powermate Pte Ltd50 East Cost Road#02-73 Roxy SquareSingapore 428769MP: 65-81831919Email: contact@pillargate.com

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