CRM Inspire, A Custom CRM Developed by SunTec
Our client with its rapidly expanding business base was looking for a CRM technology to enable them with prospect, customer and task manager - helping meticulous customer follow up, efficiently manage their fast-growing customer base, and improve their sales cycle.
- With an increasing customer base, it was becoming exceedingly difficult to maintain cumbersome spreadsheets and various other manual processes pertaining to customers, prospects and task
- The client realized they needed a consolidated, handy, foolproof CRM system which would provide precise and quick information access about each customer and the activities associated.
- It was difficult for the business development and sales teams to access a clear, complete summary of customer information, assigning and scheduling tasks, data backup & restoration, email notifications, managing multiple dashboards, etc.
Client Requirement Details
- Unique username and password for users to access the CRM system
- Dashboard Features: Dashboard featuring a pie chart, which depicts the categories of tasks and their accomplishment status, viz., Incomplete, Complete, On Hold, etc. The primary admin can define the task menu, which can then be selected by individual users.
- Task Features: (A) When a user clicks on the sections of the pie chart, they will be directed to the Task Tab which will reflect the task type, task status, task assigned by and the person responsible for accomplishing the task, etc. (B) Adding a Task Assignment Adapter to edit and upgrade the task status, remarks, future course of action, etc.