SDS/CRM System

SDS/CRM System

 

SHAZ CRM System Is A Complete Software Package Having End-To End Functionality Of Customer Relationship Management System (CRM) And Data Archiving System. SHAZ CRM System Is Primarily Designed And Developed To Facilitate Users To Manage Their Customer’s Information And Pre-Sales And Post-Sales Follow-Ups And Other Detail Of Correspondence. System Is Capable To Prompt Automatic Reminders To Its Users Related To Scheduled And Pending Meetings And Follow-Ups. Management Can Easily Monitor And Track Their Employees’ Daily Activities Including Their Follow-Ups And Business Performance As Well.

 

Modules & Features
Customer Management Customer Management
Customer Management

SHAZ CRM System is having a complete module to record, manage and maintain the information about customers’ profiles capturing the comprehensive detail about same. Personal Information, Contact Details, Professional Detail and Customers interests are captured while creating a customer profile.

 Follow-ups  Follow-ups
Follow-ups

o Starting New Lead
o Follow-Up with customer
o Schedule Next Follow-Up
o Follow-Up Channels are categories in Email, Call, Whatsapp and Meetings
o Schedule Meetings with Customers

Business Business
Business

This module is mainly focused on business, being made by sales persons so system would be able to compile reports related to their performance. System has provision to record the information about the deals/business which is earned by employees. Management will be capable to compile reports based on products, employees and tenure as well.

Activity Watcher & Reminder Service Activity Watcher & Reminder Service
Activity Watcher & Reminder Service

o Logging each follow-up, lead and business transaction of each employee
o Displaying a Dashboard to each Employee having complete detail of his/her activities
o Dashboard for Management Containing Complete Detail about overall activities being done in business
o Prompting Automated Reminders to Users about their upcoming scheduled follow-ups
o Reminders about app pending follow-ups

Utilities Utilities
Utilities

o Customers Profile Import Utility
o Follow-Up Import Utilitiy

Security & Administration Security & Administration
Security & Administration

o Super Users
o Limited Users
o Transaction Level Security (VIEW,ADD,MODIFY,DELETE)
o Report Level Security (VIEW,EXPORT,PRINT)

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