Enterprise Grade CRM on Cloud

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1 TAKE YOUR BUSINESS TO THE NEXT LEVEL WITH EFFIASOFT S Enterprise Grade CRM on Cloud Customer Relationship Management A comprehensive, easy-to-use, customizable and integrated solution suite that addresses the information requirements to grow your business 1 P a g e

2 Single integrated application for your CRM needs 2 P a g e

3 WORK ANYWHERE: With the cloud enabled ERP solution, manage your business on the go from your smartphone, tablet, laptop or desktop. Seamlessly glide through your business with the world class Microsoft Windows Azure Cloud infrastructure. SAVE MONEY&TIME: No more cumbersome hardware or software licenses to worry about. Conveniently pay per use like your internet connection. Effia ERP comes to your respite with its holistic approach in contrast to the traditional ERP modules. SECURE & BACKUP: Abating the concerns regarding safety of your data, all the data in Effia cloud ERP is backed up in multiple datacenters. In addition all the communication with our servers is encrypted. AMAZING CUSTOMER SUPPORT: Get all your queries answered with our 24x7 live support portal. Else place a call and have all your doubts clarified by our highly talented technical expert team. 3 P a g e

4 CUSTOMER RELATIONSHIP MANAGEMENT Market research and Branding Mobile App solution Opportunities and Sales Analytics Social Relationship Effia CRM Risk Assessment Productivity tools Customer survey Customer support Project management and Budgeting 4 P a g e

5 SALES AND MARKETING Effia CRM module creates sales automation by managing intelligence to save time and close deals. Reinforce lead generation, alienate sales and convert effectiveness to measurable metrics. Retain master data integrity with single framework. Conduct market research and trend analysis based on various publicly available data sources, news feeds integrated with the CRM tool. Get the insights of the competitors and customers from their press releases and digital news channels for better strategic decisions. Create and organize multiple levels and groups of contact and accounts based on loyalty or relationship values or service level agreements. Create and send s to the relevant groups of leads and customers and propel them in the direction of building increasingly successful future campaigns. Formulate efficient promotional strategies and successfully convert leads to customers. Use the surveys tool in the CRM system to conduct market research and track the ever changing customer need. A thorough understanding of customer needs helps in meeting their expectations better and nourishing successful business relations. Access entire history of interaction for a customer and incorporate it for effective communication during interim of after sales service or repeat business opportunities. SOCIAL RELATIONSHIP MANAGEMENT Bring social intelligence to your sales process and gain insights from popular social media platform like Facebook, Twitter, LinkedIn, YouTube from right within the CRM System. Create effective marketing campaigns. With integration to popular social media sites such as Facebook, Twitter, LinkedIn, YouTube and the provision of extending it to other PR houses, news feeds etc. pitch your product to the right target audience and gain a competitive edge. Be attuned to customer s needs and tailor your products to cater the same. Update news items in real time on the various social media platform and PR houses thus reducing manual effort and information integrity. From within the system be empowered to track the popularity, like/dislike on published news items, campaigns or articles on social media. 5 P a g e

6 Find out more leads and opportunities from the groups and discussions on the social media platform Synchronize all contacts and accounts between CRM system and Social Media and Contacts. Hence, easy to search and maintain all the business partners from one single platform. PRODUCTIVITY TOOLS Using the Leads and Customer management tool, set alerts and reminders for follow ups and call to notify users on their dashboard and work list. Use the calendar and schedulers to create, assign, and manage tasks, events, appointments or calls associated with opportunities, customers, cases or other records. Set calendar visibility between employees and managers, and configure event alerts in forms of notifications and/or work list view in the dashboard. With a common calendar for the entire organization avert assigning meeting with a same client by different groups at a same time. System to show all the history of previous transactions and calls related to a contact or account before user is creating a new transaction for the same customer regardless of the country or region the user is based on, so to have the information integrity across organization and customer would also receive consistent information from One Enterprise. Integrated client with the CRM system enables users to communicate with internal contacts or external contacts from within the business context with supporting data and documents. Also it enables to synchronize and maintain all contacts and inbox between server, smart phones and CRM application. Improve productivity using the dashboard alerts, reminders and user s relevant analytics. PROJECT MANAGEMENT AND BUDGETING Empowered with feature rich Effia ERP Project Management Solution, automate the project management cycle with its versatile set of tools and techniques tailored to meet lenders expectation and beyond. Avail complete integration with sales, procurement and finance. 6 P a g e

7 PROJECT PLANNING Plan customer oriented projects with the project budgeting tool and milestones. Get the resources from the relevant resource pool with the co-ordination of HR/SDC Manager. As the project advances, use the comment system and file attachment to keep everything together. EVENT MANAGEMENT Use the calendar and schedulers to create, assign, and manage tasks and events associated with opportunities, customers, cases, or other records. Set calendar visibility between employees and managers, and configure event alerts in forms of notifications and/or worklist view in the dashboard. DOCUMENT MANAGEMENT Store and organize files using document management system. Associate files with opportunities, projects, or other records. ACCESS CONTROL Control the organizational hierarchy and team structures to determine who can access various CRM areas and view, edit, and delete records. CUSTOMER SUPPORT Professionalize the customer experience by providing them access to a tailored customer portal. Use it to maintain a channel of communication and to share records and files. Enable customers to submit customer service requests through the portal for more professional case management. Hence improve customer satisfaction and keep costs under control. With dedicated customer portal allow customers to submit service requests regarding the various issues and grievances on-line. Handle case management in a professional manner. Benefit from a direct and integrated line of communication to the customer using the portal. Ensure accelerated remedy of customer grievances or requests to imbibe trust and nurture customer relationships. End customers or support executives can also escalate any issue to the respective higher management in case of non-progress. 7 P a g e

8 Prioritize customer service requests according to severity and resolve them in conformance of the same. Support executives can manage their service request queue and backlog with all the previous history, communication and the documents from a single place. Whereas Support manager can monitor the queue and backlog movement for his team and performances. Automatic notification to be sent to the customer and support executive whenever there is some update on the service request. Similarly, notification would be sent by the system automatically to the escalation manager or to the customer account manager to perform quick action to increase customer satisfaction and service recovery. Common cases and queries can be converted as FAQ (frequently asked question) to share in the customer portal to help them in gaining knowledge and to enable them to have self-service for the commonly queries and concerns. With facility to conduct customer satisfaction survey stay in tune to customers complaints and issues and accomplish to assuage the same. Propagate accurate customer information to each point of contact in a time effective manner using internal or external communication tools. Get real feedback from customers to measure service and quality delivered, and utilize this information for your benefit, to further improve customer satisfaction. CUSTOMER SURVEY Conduct periodic customer surveys and receive real time feedback to measure effectiveness of service delivered. Surveys can be designed focusing on a group target customers or for all categories of customers in general. Create and generate reports and analytics based on the survey results to gain useful insights, and use it to improve product and service quality. The surveys can be exported from the system to other meaningful formats like PDF, XLS, WORD or XML. RISK ASSESSMENT 8 P a g e

9 Perform risk assessment of customers equipped with the Governance, Risk and Compliance (GRC) tools and periodically review or update it. Mitigate the risk of losing business from a customer based on the analysis of past performance data and service delivery information. Analyze and forecast ROI against the customer acquisition cost Measure the chances of winning a deal with a customer based on the past performance and market analysis. Ensure all the social and legal norms are being followed by customer organization. Get a view of your customer s ability to pay on time based on previous transaction history Collect background verification and credit reports of your customers to understand their business practice and past vendor relationships and measure the risk associated in your relationship with the customer. ANALYTICS Monitor & measure key metrics across the business units. Increase productivity, accelerate sales cycles and reduce surprises. Analyze performances for each SDC or business unit. No programming knowledge is required to design and create custom reports. User can save any report as template for future use or the same as an automatic PDF attachment to any recipient. Improve business decision making with cluster of useful information at your disposal. Use business intelligence to perceive data in a graphical form thus allowing the user to identify and analyze trends, compare data etc. MOBILE APP SOLUTION With the native mobile apps, turn your iphone, ipad, Android or Windows mobile device into a portable sales office. You can collaborate across teams in real-time from anywhere or log calls, respond to hot leads, work on opportunities, or check dashboards no matter where you are. Monitor & measure key metrics across your business units. 9 P a g e

10 FEATURES Enterprise grade ERP Available on cloud as SaaS. Convenient pay-per-use model. Enabling business managers to control their business, from anywhere anytime, using any device. Mobile app Avail Effia ERP Mobile App on Android, IOS and Windows mobile devices to control over business, and analytics enables you to take the right decision at the right time from anywhere. Business networking Real time collaboration of information exchange using our integrated portals for all the stake holders such as suppliers, customers, partners and agents. Windows Azure or Amazon Web Services Best and secure IT infrastructure from Microsoft Windows Azure cloud or Amazon Web Services, is your choice. Multi-language Support more than 18 global languages and easily can be extended for any other global or local languages. Social relationship Integrated social media platform with Facebook, Twitter and YouTube for sales and marketing. Business intelligence Easy Integration Customization Integrated BI and runtime custom reporting without any programming knowledge. Integrate legacy/onpremise or other cloud application with our ERP Application. Quick customization and personalization to meet the organizational needs, hence enabling rapid implementation P a g e

11 DEPLOYMENT OPTIONS PUBLIC CLOUD PRIVATE CLOUD ON-PREMISE Our public cloud provides hardware and ERP for your organization over the internet. Our private ERP cloud solution is deployed at our data center dedicated for your organization. Prefer to have the software and your data inhouse, opt for our on premise service. SHARED SERVER DEDICATED DATABASE AVAILABLE ON MONTHLY SUBSCRIPTION BASIS PAY AS YOU USE CUSTOMIZATION SUPPORTED DEDICATED SERVER DEDICATED DATABASE AVAILABLE ON MONTHLY SUBSCRIPTION BASIS PAY AS YOU USE CUSTOMIZATION SUPPORTED DEDICATED ACCOUNT MANAGER DEDICATED SERVER DEDICATED DATABASE AVAILABLE ON ONE TIME LICENSING MODEL ONE TIME PAY CUSTOMIZATION SUPPORTED DEDICATED ACCOUNT MANAGER AFFORDABLE ONSITE SUPPORT MANAGED SERVICES OFFERED ON DEMAND 11 P a g e

12 CONTACT US ADDRESS EffiaSoft Private Limited 2nd floor, Ravila Regency, Plot-9, NH-9, Madinaguda Landmark: Above Laasya, opposite to Pranam Hospital Hyderabad, Andhra Pradesh , India PHONE WEBSITE SOCIAL PROFILE Effiasoft with the vision to change the perception about ERP, is a leader on cloud and mobile ERP for SME. We provide integrated and endto-end business solution, be it Customer Relationship, Supply Chain, Manufacturing Planning, Finance or Human Resource management, all under single platform to enable you to take the right decision at the right time. Effiasoft, a NASSCOM listed company is also recognized and supported by global industry leaders like Microsoft and IBM P a g e

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