Customer Relationship & Business Management (CRBM)

crm-hostingDo business better! Anytime, Anywhere  
with industry leading Customer Relationship and Business Management (CRBM) system 

Our CRMB blends a best-of-breed Customer Relationship Management system with comprehensive order management (Quotes, Invoices, Sales Orders, allocation of Received Payments, AR balances, Shipping/Receiving, etc..) , a free Self-Service Portal and eStore, Project, Services and HR Management. Integrations with IP Telephony Systems, BlackBerry, iPhone, Skype, QuickBooks, Google Apps, any so on.

Powered by Open Source SugarCRM - Our customized CRBM provides integrated management of corporate information on customer accounts and contacts, sales leads and opportunities, plus activities including calls, meetings, emails, notes and assigned tasks. Automatic email notifications may optionally be sent to advise users of new contacts, cases, or tasks assigned to them.

poweredby_sugarcrmThe process of selling goods and services to your customers comes down to a series of steps that look something like this:

  • Acquiring and tracking leads;
  • Qualifying them as real opportunities;
  • Quantifying those opportunities, and setting an expected closing date for them;
  • Aggregating all opportunities together into a sales pipeline to see the big picture; and
  • Closing the opportunities as sales.

By having an automated system that remembers all your leads, can convert them into opportunities once qualified, can add them all up to show a sales pipeline, and can accumulate a history of account activities, your business gains three major advantages.

 

Some of the key features and capabilities of our CRBM include:

  • Salesforce automation - including lead capture, and the promotion of leads to Opportunities;
  • Opportunity tracking with sales stage and percentage likelihood;
  • Sales pipeline tracking, with graphical charts that offer drill-down from the bar or segment of the chart to the data that underlies it;
  • Definition of sales teams and territories, to manage information sharing and track sales performance by territory;
  • Sales forecasting, and comparison of forecasts to quotas and actuals, by team or by individual;
  • Lead source analysis of sales and opportunities;
  • Flexible reporting, to extract precisely the information you want to see;  
  • Corporate calendar management, for arranging calls and meetings; and
  • Integrated Inbound and outbound Email, which is automatically added to account and contact history

A number of predefined standard reports are included with the system, and new report designs may be easily developed and saved for repeated use in future.

Reports can include multiple sort keys, grouping, filters, and may relate data in multiple modules. Acrobat PDF documents may be created from any report, and report data may also be exported to several common file formats including CSV and HTML. Reports may also generate charts of their data, and these charts may then be added to your Personal Dashboard.

The system provides graphical dashboards for Sales, Service, Financials, and Projects. As well, a Personal Dashboard allows you to assemble and re-order a list of your key charts, including charts created from your own custom reports.  When the system is initially created, these dashboards include the following charts:

 

crm-dashboard

Sales Dashboard:

  • Fiscal Year Booked Sales (Horizontal bar chart: Shows the 12 months of the current fiscal year, and the value of sales booked for each of those months.)
  • Weighted & Gross Opportunities by Month (Horizontal bar chart: Shows, for the 12 month period starting last month, the gross and weighted (by probability) value of the opportunities for each month - the sales pipeline.)
  • Pipeline by Sales Stage (Horizontal stacked bar chart: Shows the total value of potential sales at each stage of the sales pipeline.)
  • All Opportunities by Lead Source by Outcome (Horizontal stacked bar chart: Shows a stacked bar of the total opportunities for each lead source. Each bar is made up of multi-coloured segments which represent the outcome proportions for that lead source.)
  • Pipeline by Month by Outcome (Vertical stacked bar chart: Each bar shows the total sales pipeline for each month. Each bar is made up of multi-coloured segments which represent the outcome proportions for the pipeline in that month.)
  • All Opportunities by Lead Source (Pie chart: Shows a simple pie visualization of the proportion of total sales opportunities for each lead source.)

Service Dashboard:

  • Cases by Status by User (Horizontal stacked bar chart: Shows the breakdown of cases by status, for each user.)
  • Cases by Priority by Month (Vertical stacked bar chart: Shows the breakdown of cases by priority, for each month.)
  • Bugs by Status by User (Horizontal stacked bar chart: Shows the breakdown of software bugs by status, for each user.)
  • Bugs by Priority by Month (Vertical stacked bar chart: Shows the breakdown of software bugs by priority, for each month.)

Financial Dashboard:

  • Fiscal Year Invoiced Sales (Horizontal bar chart: Shows the 12 months of the current fiscal year, and the value of sales invoiced for each of those months.)
  • Fiscal Year Booked Sales (Horizontal bar chart: Shows the 12 months of the current fiscal year, and the value of sales booked for each of those months.)
  • Project Expected Revenue by Month (Vertical stacked bar chart: Shows the forecast income from Projects. The various colour bar segments are used to represent projects which have different status. The six months starting last month are represented.)

Projects Dashboard:

  • Project Expected Revenue by Month (Vertical stacked bar chart: Shows the forecast income from Projects. The various colour bar segments are used to represent projects which have different status. The six months starting last month are represented.)
  • Each chart may be customized by clicking on the Edit button by the top right corner of the chart. This will bring up a small dialog area which permits you to specify parameters of the chart.
  • A remarkably powerful feature of the Dashboard is that the charts allow for drilling down into the actual underlying data. This means that each distinctively coloured area on every chart is actively linked to the set of opportunities it represents - simply click on an area to see those opportunities.

The CRBM Reporting turns data into actionable information:

  • Monitor business performance across the entire business with reporting tools on Marketing Analytics, Sales Trends, Case Reports, and Customer Profiles.
  • Create real-time reports and dashboards on any CRM metric, without having to rely on administrators for support
  • Customize Dashboards to meet the individual roles of users or to track key metrics across the organisation.
  • Share/restrict access to reports and dashboards across teams
  • Review HTML-5 compliant charts on tablet computers such as Apple iPad.

We have following integrations available for our CRM, more can be achieved to meet requirements for further integrations with legacy systems, ERP applications, etc.

  • Outlook Synchronization Plugin
  • Mobile Browsing (support for Blackberry, iPhone and WAP devices)
  • QuickBooks Synchronization
  • Customer Self-Service Portal for Sales and Support
  • eStore for Online Sales
  • PBX Integration (Asterisk/Trixbox/Skype/X-Lite)
  • Google Apps

  crm-mobile-integration

pbx-integration

CRM-deployment-options-

With INTERNET AMBASSADORS, you have the choice on how you want to run your CRM system.

 

 

  • On-Demand - A fully outsourced & secured CRM solution hosted and managed in our data centre
  • On-Site - An inhouse deployment, running on your own server where you are responsible to manage
  • Appliance-based - We provide a Hardware Appliance (Dell / IBM / HP server) fully pre-loaded & managed throuch AMC

  • Where you want CRM running? in our data centre, or in your office on a server.
  • SSL Certificate requried (y/n)?
  • Domain Name Registration·required (y/n)?
  • CRM installation service required (y/n)?
  • CRM user training·required (y/n)?
  • Data Import & Export service from legacy systems, ERP or other CRM applications?
  • CRM customization service required? Define scope of your business requirements.
  • CRM integrations required? such as with·Microsoft Outlook, iPhone, Black Berry, ERP, Web, etc.

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