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Pre-Sales CRM

Opportunity creation to customer onboarding - a complete sales funnel management.
PrismERP pre-sales CRM creates effective opportunities for enrolling more customers by maintaining an opportunity form, including additional fields for the opportunity's stage or status, profitability, and anticipated revenue for the company. It offers a unique interface for managing and storing information on different branches, quotations, and surveys.

Benefits​

  • Effective Pre-sales Process
  • Qualified Lead Generation
  • Organization’s Interaction
  • Enrolling more customers
  • Opportunity Creation
  • Activity Monitoring
  • Quotation History

Core Features​

  • Quotation Management
  • Campaign Management
  • Activity Management
  • Lead Management

Campaign Management​

An event, program, or seminar organized by the company for marketing and customer interaction on the company’s product and services.

1) Adding a New Campaign​

Navigation: Campaign --> Add Campaign

Required Fields:​

  • Name: Name of the campaign
  • Budget: Estimated expense amount for the campaign
  • Expected Revenue: Expected income from the campaign
  • Expected Opportunity: Expected customer relationship build-up
  • Frequency: Time period type of the campaign
  • Status: Current condition of the campaign (Active, Planning, etc.)
  • Start Date: Date of starting
  • End Date: Date of ending
  • Branch: Assigned branch under which the campaign falls
  • Campaign Type: Type of campaign
  • Campaign Places: Locations where the campaign will take place
  • Objectives: Goals set for the campaign
  • Terms & Conditions: Rules, regulations, and policies of the company
  • Campaign List: Users can navigate to the campaign list page from the “Add Campaign” option

2) Campaign List Page View​

Features:

  • Add Campaign Icon: Allows users to add a new campaign
  • Report: Generates a report of the campaign list
  • Name of Campaigns: Displays the campaign names; clicking enters the campaign page
  • Branch-wise Campaign Search: Filters campaigns under different branches
  • Date Range (From/To): Search campaigns by start and end dates
  • Status: Filter campaigns by their status
  • Campaign Type: Search campaigns by their type
  • Set Status: Allows users to modify the campaign status

3) Campaign Reporting Page View​

Features:

  • Preview: Displays the complete campaign list
  • Print: Prints specific campaigns or lists
  • Email: Sends the campaign list report via email
  • Download: Exports the report in different formats (PDF, DOC, HTML, XLS)
  • Report Outline: Defines a structured campaign report
  • Report Header: Customizable company header
  • Page Size Setup: Adjusts the report page size

4) View Page of a Specific Campaign​

Features:

  • Basic Information: General campaign details
  • Organization: View associated organizations
  • Opportunities: Displays potential opportunities from the campaign
  • Activities: Shows related activities
  • Quotes: Displays financial quotes related to the campaign
  • Add Option: Enables adding new campaigns, organizations, opportunities, activities, and quotes
  • Campaign List: Navigates back to the campaign list
  • Edit Icon: Allows editing campaign information
  • Edit Status: Modify campaign status
  • Edit Campaign Place: Change or add campaign locations
  • Edit Campaign Type: Modify the type of campaign
  • Edit Campaign Objective: Change or update objectives
  • Description: Provides a brief about the campaign

This structured campaign management system ensures seamless planning, execution, and tracking of campaigns.

Organization Management​

An organization represents a business entity such as a corporation, holding company, or other business entity with which a contact can be built. Providing organization information is essential for Customer Relationship Management (CRM).

1) How to Add an Organization​

To add an organization, the following key fields must be filled:

  1. Name: Name of the organization
  2. Print As: Name under which it will be printed
  3. Lead Generation: Person or source that brings customers for the campaign
  4. Assign To: Person responsible for managing the campaign
  5. Company Rating: Reputation of the company (star rating system)
  6. Information Source: Source of organization information
  7. Branch: Branch under which the campaign will take place
  8. Description: Detailed information about the campaign
  9. Reference Description: Additional details about the reference
  10. Company Information: General details about the company
  11. Company Contact Information: Contact details for the company
  12. Contact Person’s Information: Details of the primary contact person
  13. Address Information: Company address details such as road number, house number, etc.

Once all required fields are completed and saved, the organization will be added to the application.

2) Organization List​

The organization list provides the following functionalities:

  • Search Functionality: Users can search organizations using various parameters such as thana, division, city, branch, organization name, rating, phone, email, and date.
  • Activate/Deactivate: Organizations can be activated or deactivated.
  • Add Organization: Users can add new organizations using the “+” button.
  • Generate Reports: By clicking the report button, users can view and print detailed organization information.

3) Import Organization​

Organizations can be imported from a third-party system (e.g., desktop, laptop, or backup files) for ease of data entry.

Steps for Importing an Organization:​

  1. Browse: Click the browse option to select the import file (must be in Excel format .xls).
  2. Select File: Choose the appropriate organization import file.
  3. Advanced Options:
    • This defines categories and data fields to be imported.
    • Fields marked in red are mandatory and must be filled.
  4. Sample File:
    • Users can download a sample file to understand the format for data entry in Excel.

This ensures a structured and efficient way to manage and import organization data into the application.

Manage Opportunity

An opportunity arises when potential customers or organizations express interest in a product or service from a campaign or organization. These interested parties seek further details from sales or the company.

1) Add Opportunity​

Required Fields:

  • Party Type: Type of organization
  • Party: Name of the organization
  • Contact Person: Specific contact from the organization
  • Contact Date: Date on which the company contacts the organization
  • Campaign Date: Date the campaign started
  • Opportunity Source: Medium through which the organization or customer connected with the company
  • Opportunity Owner: The person managing the campaign that generated the interest
  • Opportunity Follower: Company representative handling the organization
  • Status: Current status of the opportunity
  • Branch: Branch where the viewer showed interest
  • Opportunity Type: Type of interest (e.g., product, service)
  • Opportunity List: View all recorded opportunities
  • Junk Opportunity List: View inactive, junk, or closed opportunities

2) Opportunity List Page View​

The Opportunity List Page provides search and filtering options:

  • Junk Opportunity List: Navigate to the junk opportunity list
  • Report: Generate a report of opportunities
  • Party Type: Search by organization type
  • Party: Search by organization name
  • Opportunity Code: Search by opportunity code
  • Owner: Search by opportunity owner
  • Campaign: Search by campaign name
  • Source: Search by source of opportunity
  • Product: Search opportunities based on specific products
  • Status: View the status of opportunities

3) Junk Opportunity List Page View​

The Junk Opportunity List Page has the same search features as the Opportunity List Page. Additionally, from this page, users can:

  • Navigate back to the Opportunity List Page
  • Add a new opportunity

This structured system ensures that opportunities are efficiently managed and tracked within the company’s workflow.

Potentials Analysis​

PrismERP’s CRM Add Potential form facilitates the creation of potentiality based on opportunities with the status of a particular lead.

1) Add Potential​

Key Features:

  • Potential List: Navigate to the potential list from the add page.

  • Opportunity: Opportunity from which the potential has been raised.

  • Potential Owner: Head person of the organization.

  • Budget: Approximate expense on the client.

  • Expected Revenue: Estimated income from the customer.

  • Sales Stage: Current sales stage and condition of the organization.

  • Probability (%): Estimated chances of successfully selling the product.

  • Expected Closing Date: Date on which the sales potential expires.

  • Branch: Assigned branch under which the potential is raised.

  • Competitor List: Other market competitors offering similar products/services.

    Competitor Details:

    • Competitor’s Name: Name of the competitor company.
    • Product Name: Name of the competitor's product.
    • Product Price: Estimated price of their product.
    • Probability: Estimated chances of the organization choosing their product.

2) Potential List Page​

The Potential List Page provides various options for searching, adding, and filtering potentials.

Available Features:​

  • Add Icon: Allows adding a new potential.
  • Report: Navigate to the potential report page.
  • Potential Code: Search for a specific potential by code.
  • Opportunity Code: Search for a specific opportunity by code.
  • Owner: Search by the name of the potential owner.
  • Budget: Filter potentials based on budget input.
  • Sales Stage: Filter by specific sales stages.
  • Product: Search for potentials related to a specific product.
  • Date Range: Filter potentials within a specified date range.

3) View Page of Specific or Existing Potential​

The Potential View Page allows detailed analysis and modification of an existing potential.

Available Options:​

  • Attendable Survey: Allows conducting surveys for the potential.
  • Add Option: Add organizations, potentials, opportunities, and quotes.
  • Potential List: Navigate back to the potential list.
  • Edit Details Info: Modify the potential details.
  • Quotes: Edit and update financial quotes.
  • Activities: Modify related activities.
  • Edit Competitors List: Update or modify the status of competitors in the market.

This module ensures efficient tracking and management of business potentials within the organization.

Manage Activity​

PrismERP’s CRM activity option helps track daily employee activities with time span.

1) Add Activity​

In the activity module, users can record and save various activities such as meetings, conversations, and campaign-related issues.

To add a new activity:

  • Navigate to CRM Module --> Activity --> Add Activity
  • Fill in the required activity details:

Required Fields:​

  1. Activity Type: Select the type of activity.
  2. Subject: Provide the subject of the activity.
  3. Party Type: Choose the relevant party type.
  4. Contact Person: Select the contact person from the list.
  5. Issue Type: Select the issue type from the list.
  6. Activity Date: Specify the date of the activity.
  7. Start Time & End Time: Define the start and end times.
  8. Duration (Min): Enter the total duration in minutes.
  9. Next Activity: Select the next planned activity.
  10. Description: Provide details regarding the activity.
  11. Party Name: Select the party name from the list.
  12. Assign To, Issue, Status: Select the relevant details from the list.

2) Activity List​

The CRM Activity List Page provides a detailed view of recorded activities. It includes:

  • A search function to quickly find activities by filtering based on party name and other relevant parameters.
  • A complete list of all recorded activities, allowing easy tracking and management.

This module ensures efficient logging and monitoring of all employee activities within the organization.

Survey Management​

PrismERP’s CRM survey option allows users to create a set of questionnaires to aid the marketing or technical team in conducting surveys efficiently.

1) Add Survey​

Navigation:

Settings > CRM > Add Survey

The CRM module enables users to initiate surveys for a specified time period.

Required Fields:​

  • Title: Name of the survey
  • Type of Survey: Defines the survey type (Face-to-face, Web-based, Interview, etc.)
  • Estimated Outcome: Expected result from the survey
  • Campaign: Name of the campaign under which the survey is conducted
  • Assigned To: Person responsible for conducting the survey
  • Survey Lead: Name of the person leading the survey
  • Branch: Branch under which the survey is taking place
  • Start Date & End Date: Duration of the survey

2) Attend or Respond to a Survey Form​

Users can attend or respond to surveys based on predefined questionnaires, ensuring data collection is structured and effective.

Quote Management​

PrismERP’s CRM includes a Quote Management feature that allows users to send financial proposals to potential clients along with service level agreements.

1) Add/New Quotes​

Navigation:

CRM > Quote Management > Add New Quote

Required Fields:​

  • Party Type: Type of customer or organization
  • Party: Name of the organization
  • Date: Date of quote creation
  • Assign To: Employee managing the customer
  • Name: Person making the sale order
  • S/D (Month): Time required to deliver the product
  • Contact Person: Contact person for the sale order
  • Valid Till: Expiry date of the quote
  • Potential: Potential under which the financial quote was raised
  • Status: Current status of the product with the customer
  • Amount After S/D %: Percentage amount given to the company after delivery
  • Implementation Time: Time required to implement the service or product
  • Products: Sale order of the products
  • Terms & Conditions: Rules and regulations for purchasing products or placing a sale order
  • Reject Quote List: Option to view rejected quotes
  • Quote List: Option to navigate to the quote list page

2) Quote List Page​

The Quote List Page provides the following options and filters:

  • Add Icon: Allows adding an organization, potential, campaign, or quote
  • Reject Quote List: Navigate to rejected quotes
  • Party Type: Search quotes based on organization type
  • Party: Search quotes associated with a specific organization
  • Assign To: Search quotes assigned to a particular employee
  • Owner: Search quotes under a specific owner’s name
  • Status: Filter quotes based on their status
  • Date Range: Search for quotes within a specific date range
  • Quote Number: Locate specific quotes using the generated quote number
  • Re-Quote: Create a new quote based on an existing one

3) Page View of a Specific Quote​

Once a quote has been generated, users can:

  • View the complete details of the quote
  • Modify terms & conditions as necessary
  • Re-quote or update based on changes in customer requirements

This structured quote management system ensures an efficient workflow for financial proposals and client interactions.