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Construction CRM

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eresource Construction CRM eresource CRM enables construction companies to automate many manual

processes and track all building projects by location, type and sector.

1. eresource CRM manages:

t sales processrack pipeline activity control job progress

engineers, contractors construction suppliers architects

3. Saves time and improves customer experience.

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Sales and Negotiation Bible Questionnaries Master Questionnaries Display

Followup ListSales

Sales LeadOrder Management

Sales Enquiry Sales Quotation

Sales OrderPending Approval

Pending Lead Pending Enquiry

Pending Order Pending Quotation

Sales Reports :Lead By Source

Open sales Ageing Sales Performance

Activity Log Key Performance Indicator

Sales Funnel Lead by Region

Features Of eresource CRM

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Dashboard

eresource CRM dash board provide a real time snapshot of your organization key metrics. Using dash board you can easily visualize the oportunities , approach, status of sales-lead in SPANCO model i.e SuspectDefinition Prospect Identification ,Approach -Analysis Evaluation and qualification of requirements, identification of the solution Negotiation, Closing Finalization , Order Ongoing Account follow-up and Order management and sales monitoring

Todays scheduled activity list

Date wise pending Activity list

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Questionnaries DisplayAccording to category and related the question and answer will be

displayed

Resulted Questions

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Followup List

Priority of follow-up

View

Add your new followups

Follow up list enables you to maintain the follow ups of all sales call. Each sale Lead / Calls can be classified as per the priorities, such as Moderate, Low and High for easy identification.

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Sales LeadIt will automates lead generation, lead tracking, follow-ups etc., in simple yet incredibly powerful fashion.

Related information of Customer

See the folloups as shown in the previous slide

You can add your new followups as shown in previous slide

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Sales EnquiryThe most important factor in the sales enquiry is the provision to update/add BoQ items.

General information Provision to attach any format file related to your enquiry

Enquiry can be tagged /Notified to

multiple Associates/User

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Sales Enquiry (Client Detail Tag)Where you will have the complete information of client, consultant details

Client Details

Consultant Details

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Sales QuotationApply Resources to multiple BOQ Items at one time.

Amount Destributio

n

Related Associate

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Sales Estimation

Detail Quotation

Offer formatAdd material

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Sales OrderConverting Order from Final Ammended Estimated.

Financial terms and condition

Attachment of related document

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PendingsYou can see all your pending leads,enquiry, Quotation, Order in this page. Where the green colour indicate unseen transaction

View

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ReportYou can see reports for Lead By Source,Lead by region,open sales performance,activity log key performance indicator

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Sales Funnel (S.P.A.N.C.O. Model)

Suspect

Prospect

Approach

Close

Order

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Registered Office: eresource Infotech Private Limited, TMA House 1st floor, Road No. 16, Plot No. 6,Wagle Estate ,Thane (West) Tel: +91 22 41118000 to +91 22 41118050 (50 Lines) www.eresourceerp.com | http://nfra.eresourceerp.com/Dubai P O Box 52034, Dubai UAE Mobile Number: 0097155 9018499 Email: sn@eresourceinfotech.com