PMAM CRM
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PMAM CRM

Introduction
  • What is CRM?
  • CRM: The All-In-One Tool
    Salient Features
  • Web based and simple user Interface
  • Contact Management
  • Organization and Work Distribution
  • Advanced Search
  • File Management
  • Sales Pipeline Monitoring and Forecast
  • Full Security
    Key Modules
  • Administrative Functions
     - Change Hierarchy
     - Reason Master
     - Survey Master
     - Status Legends
     - Upload Data
     - Survey
  • Other Notable CRM Modules
     - Reports
     - Lead Creation
     - Lead
     - Create Lead
     - Assign Lead
    Benefits
    Conclusion

     

     

    Introduction
    Are administrative tasks automated? Are you unable to keep track of sales? Do you suffer from very long sales cycle? Are deals more profitable than before? If these questions force introspection and seek for immediate solution, then you are not alone.

    Various companies, some of them although well organized suffer from these problems. Sales strategy determines the growth of any company. Organizing sales and ensuring a proper and smooth functioning of sales team according to the specific requirement is an art. Manual process or lack of proper tool can make it run into quandary.

    Identifying the imminent requirement and considering the importance of sales as a key factor, PMAM Corporation, the fastest growing multinational IT Company in US, has developed PMAM CRM Tool to provide better efficiency and sharpness to the sales process across any vertical.

    PMAM CRM Automation Tool provides an end-to-end solution for Account Management, Lead Management, Opportunity Management to Sales Management and every step in between.

       
  • What is CRM?
    CRM, an online enterprise CRM solution, enables companies to forge strong relationships and increase customer satisfaction; allows you to organize and manage information about a customer. You can easily view your leads, opportunities, contacts, accounts, forecasts, cases, and solutions. Additionally, it lets you analyze and segment your customers and prospects, tracks your marketing effectiveness, and generates valuable reports. As it runs on the Internet, helpful timesaving resources are integrated into the application and made available to provide real-time information about a client's prospects and customers that helps in bringing efficiency and effectiveness into the science of selling.

       
  • CRM: The All-In-One Tool
    An in-depth study into the requirements of different companies, after regular interaction with market leaders, and analytical research of available tools led to the development of CRM. With the additional features, apart from the common requirements, as compared to the leading tools available for sales requirements, it provides you the best cost-effective efficient solution to boost sales. With its salient features and key modules, CRM enjoys a clear edge over other leading tools in market.

       
     
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    Salient Features:
  • Web based and simple user Interface: Being web-based, this tool is accessible from anywhere, all the time with a valid login. Its simple menu-driven user-friendly interface provides navigation bar and top bar.

  • Contact Management: It provides detailed information of prospects and leads according to different categories like industry size, type, sales status, relevant contact information and any special notes entered by sales staff. With your desktop displaying information on leads; you can schedule a call, view notes on the lead, send an e-mail, mail merge, send a mass mail or download/view contact information on an excel sheet for further analysis.

  • Organization and Work Distribution: Instant access to your user defined hierarchy at multiple levels right from CEO to the field users. Everyone can access reports. If authorized by administrator, you can access other user's sales effort data, for ex. source etc.

  • Advanced Search: Users can narrow down sales campaign list by searching through a database for various query options like Address, Company size, SIC description etc.

  • File Management: CRM serves as the all-purpose tool. You can upload data or required files in the tool. Once uploaded, you can access it from anywhere, saving you the extra effort to manage your important files when away from the workplace.

  • Sales Pipeline Monitoring and Forecast: Monitoring the efforts put by sales force in terms of sales closures, contracts generated, meetings setup etc. The sales efforts are viewed as a funnel report. The 5 fully customizable legends for the funnel are
     - Prospect stage
     - Information exchange stage
     - Meeting stage
     - Contract stage
     - Sales Closure
    This feature just like other reports is hierarchy based. You can also predict an accurate forecast employing the sales funnel function.

  • Full Security: Access always validated through Login ID and password. All access rights lie with the Administrator. Other users can access only the data and files allowed to them.

     
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    KEY MODULES
    Based on the research about the specific requirements of companies, CRM is equipped with various desired Modules to provide a perfect solution to your company's internal and external requirements. Here is the description of some of the most exclusive and popular modules of CRM:

  • Administrative Functions: The administrator is like a super user with access to all functions of the tool. The key role of administrator is to ensure the smooth functioning of the tool and aid the organization in keeping the tool up to date by updating, changing and deleting various functions based on the company's requirements.

    The Administrator has the authority to add/delete/edit user information. He is entitled to Assign Source as the access right to users. CRM tool empowers Administrator to perform the following exclusive and highly useful functions:

    Change Hierarchy:
    This feature of CRM enables the administrator to change the reporting hierarchy of a user. As he changes it, other users can immediately get informed about it when they use view hierarchy module.

    Reason Master: This exclusive feature of CRM provides reason for the addition of any file enabling the concerned users to have a background.

    Survey Master: Customized survey's can be generated for client loyalty program, get opinion from clients etc. The survey can have radio button, check marks or free text space as options with any number of rows and columns. The solution allows users to create their own surveys.

    Status Legends: A click on Status legend enables you to get updated about the status of various leads, helping users to plan in advance and accomplish better coordination.

    Upload Data: Your work often suffers due to lack of some file, especially when away from workplace. This facilitative tool provides you the option of uploading the necessary files or data on it. CRM being web-enabled, you can always access the data from anywhere, anytime.

    Survey: You can survey the performance of an individual or entire team within specified duration. This keeps you updated about individual or team performance during a specific duration.

    Apart from these exclusive modules, CRM has many other suitable-to-the-business modules to help streamline your sales. Distributor's Name and Records to be deleted are the other notable modules available in CRM. You can always update your data by adding Distributor's Name, so that all the users remain updated and also access the data whenever required. The Administrator, saving users the pain to always go through the not required files, can delete records, not in use.

  • OTHER NOTABLE CRM MODULES:

    Reports:
    You can cull out data from your database using different parameters through various sub-sections like Search, Sales Reports, Sales Funnel, and Individual Sales Funnel etc.

    Lead Creation:
    CRM enables you to maintain detailed information of a lead including multiple contact names, address, phone number, email address, website address, personalized notes section, SIC description, product description, organization size etc.

    Lead:
    This information tool helps you to search about companies in detail.

    Create Lead:
    Detailed information of lead including multiple contact names, address, phone number, e-mail address, website address, personalized notes section, SIC description, product description, organization size etc.

    Assign Lead: A lead can be assigned to oneself or a team member.

     
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    Benefits
    Using this solution an organization can:
     - Improve revenue predictability
     - Improve efficiency of sales persons
     - Increase close rates
     - Provide cross-sell/up-sell opportunities
     - Increase deal size
     - Improve customer retention

    With CRM, your performance touches new heights as it helps you to:
     - Manage accounts, leads, opportunity and sales
     - Configure and price complex sales orders
     - Plan and execute sales strategy
     - Forecast more effectively and measure performance
     - Implement and measure campaigns and promotions

     
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    Conclusion
    From a software development perspective we foresee a major change in your ability to unlock customer's potential by using CRM. Strengthening the sales process, it works with you at every step. With its new advanced facilitative selling skills, measures and systems based on new Key Performance Indicators, companies can refine and develop their propositions and market sector targeting, optimizing the selling-time.

     
       
     
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