CREST CRM

• Lead Management: 

1. Lead Management guarantees that the Sales group are consistently on head of the apparent multitude of leads and guarantees that none falls through the break. 

2. Catch total Lead data - Key ascribes caught are Organization name, Contact Name, Industry characterization, Category, Source, Priority and Status. 

3. Leads can be "Alloted To" a Sales agent. 

4. Lead explicit Notes: this segment gives adaptability to follow the different notes one might want to enlist against the Lead. 

5. Transfer Documents: this segment gives adaptability to transfer and store any sort of reports identified with the Lead. 

• Opportunity and Deal Management: 

1. Make at least one open doors against a particular lead. Key credits like Probability, Status, Estimated bargain esteem, expected conclusion date, Priority and so forth can be recorded for viable following. Notes and Document segment catches key data about the chance. 

2. Make client quote by connecting the item and administrations. Statements can be updated on various occasions and the set of experiences data is followed. 

3. On bargain conclusion, a client profile can be made for the chance and the statement can be changed over into a client deals request. 

4. Tight reconciliation with Sales request and Inventory Module guarantees consistent information stream from circumstance till bargain conclusion, lessening manual information section.

• Contact Management: 

1. Contact the executives empowers the salesmen to catch all the contact insights regarding the lead. 

2. Quite a few contacts can be related to a lead. 

3. Arrangement to send ongoing Sales and Marketing correspondence to contacts.

• Reports and Dashboards: 

CREST CRM gives different dashboards based on Opportunity and Leads. 

This is client configurable and the relevant dashboards can be empowered dependent on job. 

Parcel of inbuilt reports are accessible which helps in review the information over different measurements like Status, Priority, Stage, Source, Probability, Owner and so on 

Get the Consolidated Report Grouped By Status, Priority, Category, Owner, Source, Industry, 

Leads Reports Which can be Filtered by at least one Parameter and Group by a client selectable Parameters. 

• Exercises Management: 

1. Exercises alternative empowers the client to record and track exercises against a Lead or Account or an Opportunity. 

2. Exercises can be named "Function", "Call" and "Errand", Activities are assembled and recorded under various time basins - Today's movement, Next 7 Days, Overdue 

3. Client likewise have an arrangement to include Notes and Attach reports against an action.