Product Description

Professional sale management and customer relations system allows you to be able to follow up various statuses of customers

• Complete: starting from information of customers, requirements, status, and interest, offer of goods and service, closing sale, delivery of goods, and after-sale service
• Convenient, comfortable, rapid; the salesperson can check for customer’s information, prepare for quotation for customers and send to the executive to approve online conveniently and rapidly anywhere anytime
• Increase efficiency of work, have tools in following up the sale and marketing activities, can check for trend or chance of closing sale including accurate estimation of sales
• Increase efficiency in the management of customer database, managing customer’s information systematically by overall and by individually, reducing problem of losing customer’s list when salesperson resigns

Smart CRM Overview 

Sale Force Automation

The system that can help sale management team and increase efficiency in offering sale by being able to follow up the work performance of employees rapidly and can check for data on contact with each customer to reveal clear sale situation to see whether the sale can be closed or not; this would increase sales of each salesperson, decrease the duration spent in closing sale, not have to waste time with daily documentation system since it is possible to analyze data more accurately, the work becomes more systematic, with less loss of customer, thus increasing income of the organization clearly

Marketing Automation

The system that can help with marketing plans and management to be able to analyze the appropriateness of the marketing plan with the target group and analyze the efficiency also, how successful it would be, by seeing from rate of customer’s response, how much cost for each campaign, these data would be used to analyze and plan the investment correctly and in making decision for further marketing.

Service Management

The system that can help management of after-sale service ranging from preparation for service contract for each customer, and questionnaires for various cases, in order to increase efficiency of service, to have clearer work process and can help employee be able to solve customer’s problem correctly and rapidly, this would lead to customer’s increased satisfaction clearly, and can help in analyzing customer’s satisfaction in order to further improve and develop service.

Knowledge Management

The system that help in know-how management for the organization or is the guide that help solving various problems, so that all employees can study and develop their potential by themselves without having to worry about the fact that the employee is of good potential but cannot stay in the company or resign; all know-how can be collected in this system. This would help new employee learn by themselves, and would increase potential of old employee to be more knowledgeable, would save resources for training via modern technology

Dashboard & KPIs 

The system that helps analyze data of organization easily, to be able to see the organization’s situation clearly, to help in making better decision of executive; it can be shown in graph or in report form for further use without wasting time in analysis of figures, it help in making instant decision.

CRM Automation

Tool that helps in e-Marketing, help in sending email automatically, save working time, and help boost impression that could then lead to customer’s loyalty towards the company

Key Feature

• Supports 2 languages, English and Thai
• Able to access both Window  Base and Web Application 
• Able to assign employee group, positions, organization units, managers for employees
• Able to set quotas as in both amount or quantity and can be further used for comparison with actual amount
• Provide Alert Management System to remind of important information of the system for e.g. Big Deal Alert, Activity, Quotation Approval, new Activity owner assignment, converting leads to customers
• Sale Team can be established for an effective sales management
• Able to assign employee group, positions, organization units, managers for employees
• Able to assign territories and managers to sales person for sales information analysis
• Able to set quotas as in both amount or quantity and can be further used for comparison with actual amount
• Able to add or view the details of activities in Sub Menu of customer directly, for e.g. history of Activity, Quotation detail, Orders and closed Orders, for speed and convenience in tracking the job
• Every module provides significant reports like daily reports and analytic reports
• Able to measure the KPI for sales process to measure the effectiveness of the process
• Provide standard forms for e.g. Activity form, Quotation form, Invoice form, and etc.