Alpha CRM Benefits

CRM to take care of your biggest assets - your customers. Alpha CRM - Customer Relationship Management is one of the core modules of Alpha ERP...

It enables your organization to automate and organize the processes of building long-term customer relationships and delivers consistent, world-class services while driving down the total cost of ownership through greater productivity and reduced costs.

This lets organizations improve customer satisfaction by managing, synchronizing and coordinating all customer touch points; in the call centers, in the field or over the Internet.

Benefits of Customer Relationship Management:

• Simplify Selling - Give customers what they want without increasing workload and complexity.
• Increase Sales Productivity - Improve close rates and repeat business.
• Reduce Order Mistakes and Delays - You need to automate to avoid human errors.
• Support Sales Online, in the Office or in the Field - Manage accounts, contacts and opportunities etc.
• Reduce Sales Costs - Remove duplication of work.
• Speed up Sales Cycle - Implement customer self-service over Internet e-Commerce website.
• Simplify Ordering Process - Maximize customer service and revenue by implementing CRM System.
• Improve Accuracy of Product Configuration - Reduce errors in the ordering process.
• Improve Responsiveness - Slow sales cycles give your competition a way in… respond immediately.
• Improve Business Processes around selling, marketing and servicing functions across all customer touch-points (e.g. Web, e-mail, phone, fax or in-person).

How does Alpha CRM benefits your organization?

Alpha CRM manages every point of contact (website, email, collaboration, fax or phone) with the customers to ensure that each customer gets the appropriate level of service and that no sales opportunities are lost.

Each division uses CRM as follows:

• Sales Department uses the CRM solution for sales-force automation, accommodating requests and distribution of contacts and leads.
• Marketing Department uses CRM solution for cross-promotion, advertising and direct marketing.
• Customer Service Department uses the CRM solution to build familiarity with customers, store customer data and provide quality support.

Every customer call is a potential sale. Every contact is a sales opportunity. It is 10 times easier and cost much les to sell to your existing customers than to find and sell to new prospects. And a few regular customers can generate more revenue than hundreds of occasional customers, so these customers deserve special attention.

Many a times important customers can sit in long queue behind calls for free CDs! How do you integrate marketing, sales and support activities to differentiate your company through its customer relationships? Alpha CRM is the answer.

Customer Relationship Management
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Alpha CRM - Customer Relationship Management System Benefits:

CRM benefits - Marketing Manager:

• Manage Marketing Script: Create marketing script for salesperson.
• Manage Call Activities: Record all call activities for salesperson.
• Create Sales Forecast: Demand of forecast management is used to consolidate and refine the independent requirements for specific materials.
• Manage Marketing Campaign: Record sales advertisement or promotion campaign.
• Manage Auctions: Create auctions for all unwanted scraps or stocks, capital goods, building and machinery.
• Automatic Bid Feature:- Give your customers better chances of winning bids via auction.
• Create Recurring Order: A billing plan is a schedule of individual billing dates for a single item in a sales document while periodic billing can be used, for example, in rental contracts.
• Print Customer Labels: Print detailed customer labels.

CRM benefits - Salesmen:

• Check Call Plan: Check sales call plan to meet sales targets mentioned in campaign plan.
• Add Inquiry: Add a new inquiry based on sales call.
• Send Quotation: Create a quotation based on this inquiry. Sales manager checks quotation and modify if needed. Sales manager will approve or rejects quotation. Salesmen send approved quotation to customer.
• Submit Sales Reports: Salesmen can submit sales report online.

CRM benefits - Tele-Marketing Salesmen:

• Check Call Plan and Talk: With CRM, past communication with customer, follow-up calls can be planned with greater confidence.
• Submit Feedback: Salesman can submit feedback report online.

CRM benefits - Shipment Manager:

• Maintains Transporter: Transporter details are managed to ensure timely transport facility.
• Maintains Warehouse: Warehouses are maintained with inventory movement analysis.
• Finish Goods Receive: This is automatically entered when last location of Lot Traveler or Production Route is executed. Finished goods stores need to open received goods and allot warehouse location to it.
• Finish Goods Issue as per Sales Order Dispatch Plan: With reference to a sales order, a stock transport order, a subcontract order, a project without any reference.
• Enter Shipping Details: Shipping department must ensure that freight forwarding or other shipping company is advised early enough so that sufficient time remains for packing and loading to be carried out. An availability check can be carried out on the deadline date for availability for the goods.
• Enter Packing List: Packing list ensures that product is shipped along with requested accessories
• Print Packing Labels: Prepare packing labels according to pacing list details.
• Print Performa/DO: Print Proforma or Delivery Order.

CRM benefits - Sales Controller:

• Approves Quote: Approve quotation.
  Select Best Bidding and Approve Auction: Select best bid among all the bids bid comparison report available to approve the auction.
• Approve Recurring Order: Approve recurring orders.
• Credit Check: Minimize credit risk with credit management by specifying a specific credit limit for your customers. Thus you can take the financial pulse of a customer or group of customers, identify early warning signs, and enhance your credit-related decision-making.
  Enter ATP Dates: Enter availability to promise dates of delivery through checking of stock card.
• Confirm Sales Order: Confirm order through ATP dates and credit check of customer.
• Approve Service Order: Approval of service orders through warranty check.
• Approve Trading Order: Approval trading orders by authorized signature.
• Approve e-COMMERCE Order: Approve online orders. Approve through ATP dates and credit check.
• Dispatch Advice: Dispatch advice report will guide sales controller to give TAP dates.
• Print SO Checklist: View and print sales order checklist.

More information on Customer Relationship Management ...

CRM benefits - Common Self Service:

• Desktop Self Service: Built into CRM - Address book, appointments, folder workroom, chat machine, email message, phone dialer, and wizard facilities are available for each user.
• Company Self Service: Company news, company profile, online shopping, job vacancies, help desk is available for each user.
• Login Management: Security through proper user rights allocation.

Customer Relationship Management System ...

CRM benefits - Sales Manager:

• Create Price List: Create Standard Price List for online shopping, or even can create customer-specific price list.
• Create Schemes: Create or Define Schemes in your standard price list.
• Enter Territory: Define Sales Territories.
• Enter Salesmen: Enter Salesmen Details.
• Enter Partners: Enter partners details.
• Enter Customer: Enter Customer Details.
• Check Product Cost and Creates Quotation: To check online total production cost of the product.
• Enter Sales Order: Enter Sales Order Details.
• Enter XML e-PO: Directly convert customer’s PO in our sales order.
• Copy Quote-to-SO: Convert quotation into sales order directly.
• Copy Auction-to-SO: Convert best auction bid into sales order directly.
• Copy Recurring Order: Convert Recurring Orders into sale order.
• Stock Transfer SO: Create Stock Transfer SO.

More info on Customer Relationship Management System ...

CRM benefits - Exports Manager:

• Enter Export Benefit AL/DBK/DEPB: Maintain and print AL/DBK/DEPB.
• Enter LC/TR/BA: Enter details of LC/TR/BA.
• Export Certificate: Print export certificate.
• DEPB Declaration: Maintain DEPB declaration.
  In-house Test Report: View and print in-house test reports.
• Print ARE 1: Print ARE1 form.
• Print GR Form: Print GR form.
• Print Export Invoice: Print export invoice.
• Print Excise Invoice: Print excise invoice.
• Print Packing List: Print packing list.
• Letter to Bank: Create and send letter to bank.
• Bank Realization: Create bank realization.

CRM benefits - Service Manager:

• Enter Service Agreements: Maintain Record of Services.
• Enter Service Order: Enter Service Order details.
• Enter Warranty Card: Enter Warranty Card details.
• Enter Service Call: Enter Service Calls details.
• Enter Service Status: Enter Service Status details.
• Check Over/Under Valid etc. Warranty: Products that come back for service in the premises are checked for under, over warranty and other validation checks.

Customer Relationship Management Partner Self-Service:

• E-Commerce Shop: With CRM, you can maintain finished products (with images) for sale in online shop.
• Bid for Auctions: Enter or maintain bids for auctions.
• Product Support: Enter Product Support details.
• Order Tracking: Track Orders where and in which form it is lying in company.
• Submit e-PO: Enter e-PO.

CRM benefits - Customer Self-Service:

• E-Commerce Shop: With CRM, customer can directly enter their PO through internet.
• Bid for Auctions: Customers can enter their quotes directly to your system.
• Product Support: Customers can get online product support.
• Order Tracking: Customers can track their orders in your premises.
• Submit e-PO: Customers can submit their PO online to your system.

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