Sales Force Automation :
Leads Management Value CRM has an inbuilt module for capturing leads and assigning it to the sales Executive for further follow-up and action. The leads can be imported directly from the system (Excel files, csv/tab/txt files) into Value CRM. The administrator can set automatic assignment rules by which leads that are imported into the system are directly assigned to the sales executive.
Track whether the lead has been followed up. Monitor changes in the status of the lead and keep track of the efficiency of lead.
Features :
Capture Leads : Capture leads from website directly from feedback forms on the website. Provide interface to the telesales executive to input leads from different sources like exhibitions/newspaper/teleenquiry etc.
Automatic Lead routing : Automatically route leads to the sales reps based on preconfigured rules based location, lead-source or product. Track every lead and ensure that it is followed-up.
Import leads : Import leads directly from any source viz. Excel/CSV
Benefits :
- Keep track of all leads.
- Convert every lead into sales.
- Analyse quality of leads generated.
- Make Representatives accountable for the leads generated.
Account Management Executives can maintain complete Account information in Value CRM. Depending on the company’s requirement, the information to be captured for Account management can be customized. Executives can get complete overview of the accounts they’re handling and link all important activities, reminder services, follow-ups, quotes and sales information from customer. The information is available for access anytime wherever the executive needs the same. Companies having global presence can be created as global account and the Executives at different locations can handle the local account of that company while the top management can get a complete overview of all the business opportunities and transactions with that company. Provides 360° view of the customer with ability to see customer profiles, including all leads, contacts, opportunities, tasks and contacts
Features :
Account Management summary – Maintain complete Account Information with locations, turnover, company news, financial data. All users will be able to access the account information from any place in the world. View important information pertaining to decision-makers, competitor products, departments etc. Search Capabilities – Quick Search capabilities to search accounts and contacts by account name, alphabet, city or any other term. Interaction History – Instant access to all interactions with a company/account that will enable the executive to gauge and analyse the interactions with an account/contact person. View all activities pertaining to an account in a single window – Sales, opportunities, Contacts, Proposals sent etc. Offline/Mobile/Palm Device – All information will be available for the user to view in offline mode. The representative can download the information in his PC and access it anytime.
Benefits :
- Complete 360° account overview at the click of a button.
- Access information anywhere, anytime.
- Retain intelligence and information that can be used by new representatives
Contacts Management Executives can manage the contacts in different companies. The Executive can import contact from MS-Outlook directly into Value CRM, thus facilitating a single repository of all contact information. Maintain complete contact information, including personal details of individuals, set reminders for important occasions of contacts like birthday, anniversary etc.
Features :
Offline/Mobile/Palm Device – Carry your contact information wherever you go. Download the contact details on your device and access it anytime. Reminder Services – Make use of the reminder services available in Value CRM to enhance goodwill with your contacts by sending greetings on important occasions like birthday, anniversary etc.
Benefits :
- Complete repository of contact information available anytime, anywhere.
- Earmark decision-makers and influencers among Contacts of Key Accounts
Territory Management With Territory management, the administrator can define territories, create a territory hierarchy, allocate employees to territory, plan sales quotas within territories, assign executives to territory and analyse sales success by territories.
Features :
Market Segmentation : Create territory hierarchy and Segment the market into territories for better monitoring and control. Assign representatives to Territory covering segmented areas. Manage Quotas Territory wise : Assign and manage quotas territory wise. Plan sales targets based on territory. Structure and organise markets by dividing them into territory.
Benefits :
- Analyse Sales Performance by Territory
Opportunity Management Complete 360° Opportunity overview of all opportunities that exist as of date. Every opportunity with a Company can be tracked and recorded with expected sale-closing date revenue forecast and the probability of closing the deals.
Features :
- Create Custom Sales Process :
The built-in workflow capabilities and sales process modeling enable team to get appropriate guidance on the next steps to close deals and convert opportunities into revenues. The sale closing date and the probability of deal closing enables managers to plan & forecast the revenues.
- Tracking Opportunities :Track every opportunity and keep track of every opportunity and consistently follow-up to conclude the deal. Update the opportunity status as the case progresses.
- Opportunity Analysis :Dig into opportunities available and analyse opportunities that can be converted into sale immediately. Identify bottlenecks and address problem areas to reduce the opportunity cycle time.
- Competitor Information :Facility to update competitors vying for the same business opportunity Bird’s eye view of a competitor’s activities on different accounts/opportunities.
- Sales Assistant :Create structured sales process that guides a Sales Executive in handling opportunities. Provide Sales employee with a checklist of recommended activities and tasks that needs to be executed.
Benefits :
- Quick and hands-on information pertaining to all business opportunities
- Strategies to reduce opportunity-to-sales cycle time
- Strategies to tackle competitor’s moves in specific accounts
- Forecast sales revenues
- Instant information on performance metrics of sales team
- Demand chain collaboration to identify product requirements in near future
Quota Management Quota Management module enables the company to set targets for its sales executives and track the performance of each & every executive vis-à-vis the target.
Features :
- Modeling Quota Management :
Select the model for Quota Management applicable to the company/product. Quotas can be assigned in a top-down and/or bottom-up approach. In top-down approach, the sales quota is set by the top management, which is then distributed down the line among Managers & Executives at different levels.
- Market Analysis :
Executives can submit their analysis of the market in which they’re operating. The quotas can be revised/changed based on the analysis of Executives and made more realistic that will help Executive to achieve their quotas Quotas can be tracked branch wise and executive wise. Day wise analysis of opportunities vis-à-vis quota can be ascertained. Close monitoring of quota achievement will help build healthy competition in the company.
Benefits :
- Analyse Sales Performance by Territory
Opportunity Management Complete 360° Opportunity overview of all opportunities that exist as of date. Every opportunity with a Company can be tracked and recorded with expected sale-closing date revenue forecast and the probability of closing the deals.
Features :
- Create Custom Sales Process :
The built-in workflow capabilities and sales process modeling enable team to get appropriate guidance on the next steps to close deals and convert opportunities into revenues. The sale closing date and the probability of deal closing enables managers to plan & forecast the revenues.
- Tracking Opportunities :Track every opportunity and keep track of every opportunity and consistently follow-up to conclude the deal. Update the opportunity status as the case progresses.
- Opportunity Analysis :Dig into opportunities available and analyse opportunities that can be converted into sale immediately. Identify bottlenecks and address problem areas to reduce the opportunity cycle time.
- Competitor Information :Facility to update competitors vying for the same business opportunity Bird’s eye view of a competitor’s activities on different accounts/opportunities.
- Sales Assistant :Create structured sales process that guides a Sales Executive in handling opportunities. Provide Sales employee with a checklist of recommended activities and tasks that needs to be executed.
Benefits :
- Quick and hands-on information pertaining to all business opportunities
- Strategies to reduce opportunity-to-sales cycle time
- Strategies to tackle competitor’s moves in specific accounts
- Forecast sales revenues
- Instant information on performance metrics of sales team
- Demand chain collaboration to identify product requirements in near future
Quota Management Quota Management module enables the company to set targets for its sales executives and track the performance of each & every executive vis-à-vis the target.
Features :
- Modeling Quota Management :
Select the model for Quota Management applicable to the company/product. Quotas can be assigned in a top-down and/or bottom-up approach. In top-down approach, the sales quota is set by the top management, which is then distributed down the line among Managers & Executives at different levels.
- Market Analysis :
Executives can submit their analysis of the market in which they’re operating. The quotas can be revised/changed based on the analysis of Executives and made more realistic that will help Executive to achieve their quotas Quotas can be tracked branch wise and executive wise. Day wise analysis of opportunities vis-à-vis quota can be ascertained. Close monitoring of quota achievement will help build healthy competition in the company.
Benefits :
- Analyse Sales Performance by Territory
Quote/Proposal Manager The Proposal Manager empowers the Executive to dynamically generate impressive quotes from predefined templates that will create the right impact on the prospective customer. Executives can directly amend the proposal without worrying about keeping track of the version changes made. Value CRM directly handles the version control. Proposals generated can be sent to the prospective customer as Word Document or PDF file. All reference documents, price-list, specification sheets, product brochures, images, standard terms & conditions and other information is readily available to the Executive.
Features :
- Predefined Templates :
Predefined templates can be created and stored on the server.
- Repository of product images, specifications and standard terms & conditions :
A repository of product images, specifications and standard terms & conditions can be maintained so that the executive includes all clauses governing a sale.
- Proposal Format :
The proposal can be sent to the customer directly by email and/or a PDF copy of the proposal can be generated and saved for future reference.
Benefits :
- Standard interface to create proposals with tracking on the changes implemented
- Automatic version control system
- Complete inventory of all proposals
- Instant access to product brochures, images, specifications and standard terms & conditions
Incentive/Commission Management
Incentive & Commission Management provides companies with a tool to rapidly adapt to changes in the business environment by aligning individual and partner goals with corporate sales objectives. Plan Administrators are able to model complex organizational roll-up structures and sophisticated incentive plans by leveraging the flexibility of a robust calculation engine. Sales staff is provided with immediate visibility into the compensation potential of their sales pipeline as well as the value of their current performance. Company executives are given more accurate visibility into cost of sales.
Features :
- Modeling Incentive Schemes :
This application enables company to create a rule-set for commissions payable to sales executives on the sales achieved.
- Transaction Valuation :
Highlighting revenue opportunities in the form of commission and/or incentives that can accrue to a Sales Executive on closing of a deal may result in higher motivation to work on converting an opportunity into revenue.
- Incentive/Commission Calculation :
The commission management system provides sales with visibility of estimated compensation on a deal-by-deal basis.
Structures and manages sales compensation incentive plans, enabling companies to provide motivation for sales representatives to meet corporate objectives.
Benefits :
- Motivate Sales Executives to achiever higher results and perform better by displaying the monetary benefits that will accrue on converting every opportunity into sale Reduce administrative hassles of calculating incentives for each sales executive.
Forecasting
Value CRM provides for two types of forecasting
- Predictive Forecasting :
Predictive forecasting is purely based on the numbers provided by the sales officers. The approach is bottom-up i.e. based on the region’s analysis, the sales officers commit a number they can deliver. This figure is adjusted and approved by the first line managers and the forecast for the region is submitted to the territory manager. This process continues all the way upto top and the final adjustment to the forecast is made by the person responsible for the sales numbers when then final forecast is derived. The consolidation at different levels is done automatically by Value CRM.
- Opportunity-based Forecasting :
Opportunity based forecasting is directly related to the opportunities recorded by the representatives. Based on defined sales methodology, the forecast is a commitment of individual sales opportunities that will close within the defined time-frame. The representative and sales manager review the opportunities identified by the sales personnel and review the clients’ timing to conclude the deal. The top management gets to view the actual sales that can be achieved by category, market and/or geography. Different views can be created to analyse top 10 revenue opportunity, analysis of pipeline volume, growth, products etc.
Features :
- Sales Analytics:
The top management can access the data to analyse information on product sales, revenues expected, top selling product-mix, contribution from products, targets v/s actual sales achieved, forecast v/s actual sales achieved, zone/region/branch-wise performance and other analysis. Independent Dashboard for every user that can be customised as per user’s choice with different analysis.
- Adhoc Query Builder :
Value CRM has inbuilt Ad hoc Query Builder which has been incorporated in the system to allow users build their own analysis with the data. Extremely simple, user-friendly web-based GUI that can be used without any knowledge of querying language. Builds cross-tab reports with ability to add custom functions. Create Real-time analysis reports to gain deep insight into reports on different opportunites, sales and identify problem areas
- Graphical reports :
The commission management system provide sales with visibility of estimated compensation on a deal-by-deal basis. Structures and manages sales compensation incentive plans, enabling companies to provide motivation for sales representatives to meet corporate objectives. Collaboration features for users.
Marketing
Value CRM is empowered with a campaign creation and management tool. Value CRM comes with inbuilt templates that has been grouped in different categories. User can select the template, add the contents & relevant image, select the targeted audience from the lists available and send a mailer to all the users at one go. Create templates to create on consistent branding and make it available to Campaign managers for creating campaigns. Conducting an online campaign with Value CRM is as simple as creating a document using an editor. Create targeted relevant content as per the needs of customers, prospects and/or partners. All campaigns are personalised for the target audience i.e. The messages are sent out in personalized format to all users making them feel special and privileged.
Create And Manage Lists :
Mailer list can be created for different groups of audience and the campaign can be conducted at targeted audience. Tools for selecting users from contacts and creating a mailer list is simple and user-friendly. Distribute segmented lists to different channels. Add user to the respective mailer-list group automatically and set rules to send instant responses in the form of brochure, manual, offers. For eg. If the user has expressed interest in any product through the web, add the user to leads list and define the set of actions to be performed for a new user . eMail Marketing
Create simple text Send bulk email to all users in the selected group from mailer-list at one go. Tack the bounced messages and automatically set task to clear list of invalid email Ids. Marketing Analytics
Track the success of every campaign conducted. View the list of users from the targeted mailer list, know which receipients received, opened and responded to the email campaign.
Customer Service & Help-Desk :
Customer Support:
Value CRM is empowered with a campaign creation and management tool. Value CRM comes with inbuilt templates that has been grouped in different categories. User can select the template, add the contents & relevant image, select the targeted audience from the lists available and send a mailer to all the users at one go. Create templates to create on consistent branding and make it available to Campaign managers for creating campaigns. Conducting an online campaign with Value CRM is as simple as creating a document using an editor. Create targeted relevant content as per the needs of customers, prospects and/or partners. All campaigns are personalised for the target audience i.e. The messages are sent out in personalized format to all users making them feel special and privileged.
- Automated Help Desk :
Create and support automated Help Desk system by allowing customers to submit their queries online. Enable personalised support interface for every customer that will enable the customer to keep track of all interactions with the company. Offer self-help facility to customers by creating a repository of all queries and creating a knowledge bank. Set rules to automate customer enquiries to the designated support executive and create ownership with clear accountability. Provide customers with complete track of all the queries, chat sessions, customer support interactions, calls, Support contract details etc.
- Online Chat
Directly interact with the customer through online chat facility. Save time and costs by providing customers support & services through chat interface.
- Contract Management
Manage customer support contracts through the portal. Keep track of the contract terms i.e no. Of visits or no. Of email/chat instances or contract expiry date etc. Set rules to send out reminder mailer to customer prior to contract expiry. Problem Escalation and Management Set rules to escalate query if not resolved within specific time. Dynamically assign queries to the Executive handling the customer and/or assign queries manually to executive.
- Customer Self-Service Portal
Provides customers with a customized Web site for “serving” themselves. Users can define what fields they want to display. This site can be used to promote new products and services based on a customer’s profile. Customers can log unresolved problems, close or reopen a case, or request that an agent call them. Provides access to problem resolution tool and tailored search capability. The Support product provides several pre-defined searches to help self-service users find cases and resolutions. Customers can search and find solutions without having to create a case. Customers have access to relevant information, including recent changes to support requests and the status of orders. Allows customers to edit personal details (for example, change of address): Addition of customer information is controllable on a user-by-user (role-based) basis, with all update information captured and viewable. Customers can add notes and attach files to a case. Cases created via self-service can be automatically routed to appropriate agent or provider group for prompt resolution.
Other Support Modules :
Customer Support :
Value CRM is empowered with a campaign creation and management tool. Value CRM comes with inbuilt templates that has been grouped in different categories. User can select the template, add the contents & relevant image, select the targeted audience from the lists available and send a mailer to all the users at one go. Create templates to create on consistent branding and make it available to Campaign managers for creating campaigns. Conducting an online campaign with Value CRM is as simple as creating a document using an editor. Create targeted relevant content as per the needs of customers, prospects and/or partners. All campaigns are personalised for the target audience i.e. The messages are sent out in personalized format to all users making them feel special and privileged.
- Knowledge Bank :
Create a repository of knowledge comprising best sales practices, field experiences and sales knowhow that can be leveraged by the sales personnel to achieve excellence in their domain i.e. selling. Sales representatives, Managers and top management personnel can document their experiences, learnings and help other team members accelerate sales cycle by anticipating and answering customer questions and objections.
- Document Management :
Create a centralised digital asset management system where every executive can upload files that are often referred to viz. presentations, quotations, price-list, multimedia files and other documents that can be accessed by the executive anywhere anytime.
- Messaging :
Communicate, send/receive messages to/from supervisors and/or colleagues directly through Value CRM. Efficiently & instantly communicate with all the team members through the messaging system of Value CRM. Attach files, format messages with an editor and send message to selected users/groups.
- Scheduler :
Executives can plan their activities and set-up reminder schedules for meetings/appointments. Executives can also plan their tour and submit their requisitions to the manager for approval. Managers can share their calendar with other users so that the executives can view and plan schedules according to their convenience
- Reporting and Analysis :
Value CRM comes with a set of prebuilt reports that can be accessed and viewed by the users having rights to see the reports. Value CRM empowers users to generate ad hoc queries and conduct uninhibited, in-depth analysis in the most collaborative and efficient manner possible. Value CRM is the only true end-to-end reporting solution that makes even a single piece of information “report ready.” After making an observation, the user can save the results as a new report generated in their preferred format such as PDF, Excel, or CSV Files. Reports can then be viewed, printed, or taken offline for even further analysis. Users can then schedule the resulting report for delivery to themselves and others on a scheduled or event driven basis. Users can perform sales analysis, campaign analysis, customer analysis and other custom analysis.
- Offline Access :
Value CRM offline version facilitates users to work in a disconnected mode i.e. without internet connection and synchronize the data with the internet database whenever the internet connection is available. The user can log into the site using the online username/password and download the data in XML format in his machine. All critical links are available for the user to access and update, which is then synchronized with the internet database. The links available for the user are as follows :
1) Leads
2) Contacts
3) Accounts
4) Opportunities
5) Tasks
- Import contacts from outlook :
User can import contacts from Outlook directly in the offline edition of Value CRMand then synchronise it with the main database on the server. The contact list can be converted into .csv file from Outlook which can then be imported into Value CRM.
