CRM Features

Customer Relationship Management concerns the relationship between the organization and its customers. Customers are the lifeblood of any organization be it a global corporation with thousands of employees and a multi-billion turnover, or a sole trader with a handful of regular customers. The ultimate purpose of CRM, like any organizational initiative, is to increase sales & profit. In the case of CRM this is achieved mainly by providing a better service to your customers than your competitors. CRM not only improves the service to customers though; a good CRM capability will also reduce costs, wastage, and complaints

Management Features

  • Meetings All sales meetings are scheduled on the system and minutes entered therefore these are always available for referral later.
  • Prospect Information Complete information about the prospects of all the salesmen with filtering facility on the based on chance of sale, status of sale, number of visits and industry
  • Reports All reports are completely customizable.
  • Visit Reports Sorted on Date and Prospect Wise. Visit Analysis Report shows the number of visits each employee has made and also the total time taken for these appointments.
  • Sales Forecast Report shows the expected future sales per Salesman based on the information entered by each salesman in the prospect visit details.
  • Sales Projection shows the sales projection graph for the next 12 months and is also based on the information entered into the prospect details


CRM Benefits

  • Faster response to customer inquiries
  • Increased efficiency through automation
  • Deeper understanding of customers
  • Receiving customer feedback that leads to new and improved products or services
  • Identifying the most effective marketing and selling opportunities.

Following are the major benefits for using teamWork CRM

  • long term profitability and sustainability.
  • increased customer satisfaction, because they are getting exactly what they want (ie., exceeding expectations).
  • growth in numbers of customers.
  • Maximization of opportunities.
  • increased access to a source of market and competitor information.
  • highlighting poor operational processes.
  • reduced costs, because the right things are being done (ie., effective and efficient operation).