Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
engineers,
contractors
construction suppliers
architects
Dashboard
Todays scheduled
activity list
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
Questionnaries Display
According to category and related
the question and answer will be
displayed
Resulted Questions
Followup List
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.
Add your new followups
Priority of follow-up
View
Sales Lead
It will automates lead generation, lead tracking, follow-ups etc., in simple yet
incredibly powerful fashion.
Related information of Customer
Sales Enquiry
The most important factor in the sales enquiry is the provision to update/add BoQ items.
General information
Enquiry can be
tagged /Notified to
multiple
Associates/User
Consultant Details
Sales Quotation
Apply Resources to multiple BOQ Items at one time.
Amount
Destributio
n
Related
Associate
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Sales Estimation
Add material
Offer format
Detail
Quotation
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Sales Order
Converting Order from Final Ammended Estimated.
Financial terms and
condition
Attachment of related
document
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Pendings
You can see all your pending leads,enquiry, Quotation, Order in this page.
Where the green colour indicate unseen transaction
View
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Report
You can see reports for Lead By Source,Lead by region,open sales performance,
activity log key performance indicator
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Suspect
Close
Prospect
Approach
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
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