280 likes | 455 Views
Can make something More Efficient. AGENDA. 1. 2. Introduction and Features. Key Modules. 3. Dash Board. 4. Task Management. 5. 6. Event/meeting management. Lead Management. Service Management. KRA Management. 7. 8. Project Management. 9. Time Management. 10. INTRODUCTION.
E N D
Can make something More Efficient. CPS Technologies
AGENDA 1 2 Introduction and Features Key Modules 3 Dash Board 4 Task Management 5 6 Event/meeting management Lead Management Service Management KRA Management 7 8 Project Management 9 Time Management 10 CPS Technologies
INTRODUCTION CPS Technologies
What is an Effezient ? It is an cluster of management systems which is easy to use and it is flexible, according to the nature of your business. It manages the workflow by use of various modes of communication technologies such as Email, Whats App, SMS, Phone calls, calenders, etc. CPS Technologies
Why we need Effezient? 1. To manage leads efficiently 2. Provide easy tools to communicate. CPS Technologies
Why we need Effezient? 3. To manage sales pipeline better. 4. Storing lead on manual basis is cumbersome CPS Technologies
OUR EFFEZIENT offers… EASY TO WORK FREELY SCALABLE EASY ACCESS MOBILE APP (IOS and Android Versions) COMPREHENSIVE REPORTS CPS Technologies
EFFEZIENT suites contains ….3D Task Management This is a placeholder text. This text can be replaced with your own text. Event/Meeting Management This is a placeholder text. This text can be replaced with your own text. Task Management Event / MeetingManagement Lead Management Lead / Sales Management This is a placeholder text. This text can be replaced with your own text. Project Management This is a placeholder text. This text can be replaced with your own text. ProjectManagement ServiceManagement KRA / TimeManagement Service Management This is a placeholder text. This text can be replaced with your own text. KRA / Time Management This is a placeholder text. This text can be replaced with your own text. 9/28/2017 5:02:58 PM CPS Technologies
Features of Effezient ? • Create, assign, and schedule tasks, leads , projects and events from anywhere around world •Define and monitor roles and responsibilities of individual employee on routine basis (Daily/Weekly/Monthly/Yearly) • Can map the employees performances on actual data rather than how he represents himself • Provides planner and scheduler of meetings with your clients • Mobile App facilities • Find the any information or report as you need, anytime, anywhere with comprehensive task management and charts. Please visit - https://www.effezient.com/taskportal/ CPS Technologies
Dashboard Has three different outlook of the dashboard : 1. Panel view (By Default view contain various customized panel) 2. Scheduler view 3. Persons View CPS Technologies
Panel Wise View (By default View) CPS Technologies
Scheduler View CPS Technologies
Persons View CPS Technologies
TASK Management Create Task Assign task to yourself and your team members Can transfer tasks from one member to another View Status of tasks Categorized task based on HIGH/MEDIUM/LOW priorities Can add comments, upload documents, recap & history events, etc Can create sub task of the parent task Offers Task with the time management with respect to projects Can define fully structured task relationships during its time period Can rate the completed task excellent/good/poor Tasks Analysis and related reports CPS Technologies
Screenshots of Task Portals CPS Technologies
EVENTS / MEETINGS Management Allows you to create, edit and delete events Allows you to schedule recurring weekly/monthly/ quarterly meetings once and leave it on Effezient to schedule it on-time, every time, leaving you worry free Send auto reminders to all invites at multiple times through sms , pop up and e-mails. Allows to add agendas to every event/meeting created Every Agendas allows you to add notes, tasks and decision. CPS Technologies
Screenshots of Event/Meeting Portals CPS Technologies
Lead/Sales Management Allow to set sales targets, both for team as well as individual Monitor daily sales activities Log daily sales leads to carry out follow up process smoothly Allows to compare actual sales number vs. target numbers, to measure sales team efficiency Auto convert of sales leads to tasks, which is replicated in daily dashboard which enable to do regular follow ups to close sale. Increases sales by modifying sales strategy on data analysis done based on report generated by Effezient CPS Technologies
Screenshot of Lead CPS Technologies
Project Management Allow you to create a project details of the company. It allows to gain current status of the projects It allows to add various milestone for every projects Every milestone is achieved by converting them into tasks and leads to successfully pipeline project. Customized and graphical reports to ensure the milestone of project are achieved. CPS Technologies
Screenshot of Project Management CPS Technologies
Service Management CPS Technologies
Screenshot Of Service Management CPS Technologies
KRA Module Allows you to setup effective management structure to define individual role and responsibilities. Enable them to complete their tasks and leads to complete on time. Use data collected to measure employee’s efficiency and performance. Allows you to find strength and weakness and achieve optimum output upon his strength areas. CPS Technologies
Screenshots of KRA CPS Technologies
Time Management CPS Technologies
Time Management Screenshots CPS Technologies
Mobile App Screenshots CPS Technologies