Professional relationship automation software

Professional relationship automation software

Abstract:

Today, business is facing a very aggressive competition, so they have to make an effort to survive in the competitive world and the uncertain market places. Business has been realized that managing the customer relationship is an very important factor for their success. Relationship management is an strategy that will help, them to build an long-lasting relationship with their customers and also increases their profits that is through the right of management system and the applications of customer-focus strategies. Our application is of strategic importance for different business sectors.

The ultimate purpose of our application is like the main purpose of any organizational is to increase their profits but in the case of the relationship management this can achieved only by providing an better services to the customers than user competitors. Relationship management also improves the services to the customers and it also have the capability to reduce costs, wastage, and it also reduces the staff stress, because as it is a major cause of the stress – reduces as services and relationships improve.

Our application enables the quick market research and opens the lines for communicating with customers that gives an direct reaction on the constant market towards the products, performance and the services, that gives an far better market survey than any. Good relationship management also helps to grow business and that makes customers to stay longer, can also reduce rates, referring to a new customer increases from increasing the numbers of the satisfied customers, demand gets reduces when fire-fighting and the trouble-shooting staffs are reduced, and the overall organization’s services flow and team work are more efficient and happy.

Module

Reports and chart Analysis

Report provides the user sales team an ability to extract only the relevant data from the thousands of the records. User sales team uses these reports features to get a overview of the customers related activities and also to draw the conclusions on how to improve the user sales process. User sales team can generate an reports based on the desired criteria by using the filters.

User can group the records of one kind in the Folders. But by default, all the reports will get stored in aAll Reportfolder. They can also create an custom folder in order to store user reports. The second step in creating reports enables user to select columns to be displayed in user report, groups by an particular fields in an ascending or descending order, and can also perform calculations on the integer and the currency fields.

If the users are allowed to modify the same report or the forwarded one all over again, user can customize report in the detail view of the report. Export feature gives user the flexibility to export user reports to .csv or .xlsx files. User needs to click on the corresponding icons on the detail view of records to export it.

Schedule Reports:

With this features user can also send the Reports in csv format at the regular intervals to a specific user through the email and without logging in to the application.

Charts-

Our application provides different types of charts (pie chart, line chart, vertical bar chart and horizontal bar chart) so that we can analyze the business in a proper format.

Mail manager-

Mail Manager is a integrated email client and also related actions on incoming email that allows users to perform relationship management. It helps user to create Leads, Contacts, Organizations, and Tickets though emails where the users receive in their user inbox. But the sender's email id’s should match with the records in the application, users can also perform more actions like, attaching email, Commenting, adding to do. Along with that user can also manage composing, replying, forwarding emails etc. Select the user email id provider in order to receive all the emails right to the application. If the user email provider is either Gmail, Yahoo, then mail server automatically populates the name. Otherwise, users have to provide the server name or the IP address in a manual way.

Apart from managing operations on incoming emails, user can also perform number of operations like sending out an emails, reply’s and forwarding the mails, search, grouping the emails sent from the particular application and storing them in different folder or can also save in a drafts etc. Custom filters in user personal email account will also be displayed. User can also move the emails in and across these folders.

Module

Campaigns

The email Campaigns feature helps user to create the email campaigns and sending the beautiful emails template. Our application with email campaigning abilities helps user close more deals in less time. Email Campaigns feature in our application gives the right flexibility to choose a range of email templates that is predefined and also inbuilt template designers makes it to easy for the users to create content, define styles, insert images, and merge tags to match user unique business requirements. User has complete control over the email templates for creation and it does not require programming knowledge.

Once the user have target list and email template ready, user can start building their campaign. User can send the campaigns for the entire list or an sub-list for the selected recipients. User can segment the lists with the any field criteria. After the creation of the user campaign, user can send test mail to him or to the other user in order to check it has been delivered properly is not and also the appearance of the user email campaign. Scheduled Campaigns feature provides the user to dispatch the campaigns on the schedule desired days that may be weeks or months.

Campaigns offer the user marketing team with the ability to schedule and also to execute an mass market campaigns. Our application helps user create effective marketing campaigns with selected list of leads, contacts, opportunities and Organizations.

Module

Organizer

Leads management-

Lead is the unqualified customer along with the systematic follow ups and the earnest efforts, where user can also identify the potential prospects. Generating Leads suppose to be the first step of an Sales Process in the application. It also maintains a record of information about the person, and also the company he is been working with. User can also generate the Leads from the trade shows, purchasing lists, adds, website, business card, or through a references. The main responsibility an sales agents is in introducing Leads to the system and organize them and also qualify and filter an prospects. In the B2B model the lead represents an company but where as in B2C model the lead represents an person.

Our applications support importing an Leads from the external sources like pdf and .csv files. User can import lead records in bulk and also have the lists of purchased lead which is gathered from the different Sources etc and it saves lots of time and the efforts, it might also really helpful for an user sales team in order to import thousands of the records instantly.

Documents are files that have been saved in the application. User can either upload a file in a direct manner or they can also provide an external link in order to download the files again where files can also be classified or grouped them under an different folders. Documents module is more like a drive. User might sometimes need to save user work related files, personal files, Images etc. User can upload all such files in Documents.

Opportunity represents with the plentiful of chances in generating revenues. Opportunities provide an strategy in order to follow up the prospective of the customers that are likely to successfully finishing the sale. It helps the users to keep an track of the potential customer through a sale cycles.

Opportunity represents an potential sales and the customers who are very ready to purchase the user products can also be termed as an Opportunities. Since they hold most of the importance as they can present complete information about sales process from the beginning till the end. The things user can exclusively do only with Opportunities.

Organization represents an companies or an institutions that have number of employees associated with them. Contacts as the employees can also be directly related to a Organization record. Organization always needs not to be an existing customer. User can track the entire business deals through an Opportunity. If any of the deals has won, Organization will also represent the existing customer.

Contact can also be represented as an qualified sales lead. It also differentiates the qualified customers from an huge list of an unqualified customers. Contacts represent those peoples that are having business with the user that and be individual or may be representing an Organization. This application supports importing an Contacts from the external source like files. And it also saves lots of the time and efforts; it is really helpful in user Sales Team in order to import thousands of the records instantly.