Raise of Issue:

How to best serve the customers, the source of profit? How to efficiently co-operate with organizations in the distribution channel? How to find the most valuable customers for the business? How to get the timely information about sales performance? How to evaluate every sales rep's performance? All these issues can only addressed by a powerful CRM system.

Frame of e-CRM:

e-CRM enables the business to effectively integrate customers into the operations of the business. With this web-based e-CRM solution, businesses are able to manage key customers, potential customers and partners through customized portals for every group of users. Customer portal stores customer's recent and historic orders, latest product release and latest price. Through distributor portal, distributors are able to access related customer information. Integration with seven other modules greatly improves the usability of e-CRM module.



Serving your customers well means making them part of your business. E-CRM integrates your customers into your service organization, your product organization, and your sales organization. e-CRM unifies access to customer information, which is traditionally spread across the complete ERP product range.

CRM stands for customer relationship management. With this internet-based CRM solution you can control all data regarding your customers, prospects, and associates, as well as contracts, communications, documents, and requests. Via the Customer Portal customers have access to all the information you permit them to view. Via the Reseller Portal resellers can be granted access to mutual customer information. In combination with the other e-colopgy modules you will see your customer management improve.

e-CRM allows you to:
· Support your remote sales force
· Share customer information
· Keep customers informed via the Customer Portal
· Keep track of your prospects
· Improve account management
· View reports and statistics
· Safeguard your information

Support your remote sales force
Every authorized person can retrieve or update all customer information via the internet. Reports, quotations or requests can be stored and retrieved, even while you are out of the office.

Share customer information
The same information is accessible to all those sharing the same security level. All information is shared between departments, enabling the sales department to know what is going on in the support department and vice versa.

Keep customers informed via the Customer Portal
Via the Internet your customers can view and process their own data. Direct communication with your customers, through electronic workflow, will enable handling of requests, documents, and financial transactions. This strengthens the partnership and cooperation with your customers.
Add value for your resellers via the Reseller Portal: provide prospects, customer information and contract data, product news, and company news.

Keep track of your prospects
You can record new prospects yourself or a prospect can request information via your internet site. From there the information is part of a workflow and can be traced via e-CRM.

Improve account management
Your accounts, requests, contacts, tasks, and financial information are summarized on one screen. Customer questions follow the request workflow, which clearly indicates responsibilities and thereby ensures appropriate action.

You can keep track of tasks or assign tasks and requests to others. Powerful overviews enable you to track the status of these requests. Besides you are able to delegate your assigned role to someone else when you have a day off.

View reports and statistics
Who are your customers? How are the sales or service departments performing? What is my sales forecast? How long does it take to respond to questions and requests from my customers? All these questions can be answered by checking the powerful reports and statistics.

Safeguard your information
Having access to the system does not necessarily mean having access to all of its information. Via the roles and security levels related to the customers and information, you can determine exactly which information a customer may access. Every modification is logged; no one can perform any action anonymously.

e-CRM features:
o Yellow pages o Advanced search features o Clear overview of accounts o Account, request, contact, and task management o Activity planning per relation o Link quotations, correspondence, visit reports to relation o Clear overview of company structure of large accounts o Time recording and scheduling into plan board o Reports and statistics o Workflow: automatic delegation of tasks o Complaint tracking o Publication of online product information for customers o Account file management o Online availability of financial transactions o Mail merge

Some application illustration:

1. Create a new account by sales stuffs.

2. Sales Can manage his own account clearly.

3. From an account card, you can find everything related with this account: General Info about the clients, Monitor about the clients: contract, Items, transaction, project and documents. Marketing Information about this client, financial information about this account. Of course, you can input all the meeting information to the client card.

4. Powerful Search Engine in e-CRM

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5. There are many reports about an Account.

6. In e-CRM, you can do sales forecasting.

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