CRM Modules : Softech-Infinity Enterprise Suite

FRONT-DESK CALLS MANAGEMENT

• Powerful Call Logging Module to Log all Inbound and outbound Calls with the details like time and duration of the call, interaction summary, etc.
• As soon as the Caller is selected, System displays all the relevant details about the Caller like:
  • Alerts
  • Appointments
  • Cases / Trouble Tickets
  • Contacts Details
  • Contracts
  • Pending Invoices
  • Pending Works Orders
  • Tasks
• User can be prepared in advance with all these useful details even before he/she has started interacting with the Caller
• Marketing Campaign and Lead-Source effectiveness can be analysed on the basis of incoming Calls
• Tightly integrated with other CRM Modules like:
  • Leads and Opportunities Management
  • After Sales Support and Case Management
  • Order Bookings
  • Script Player
  • Help-desk, etc.
• Boon for Sales Department as every Single Lead and Opportunity can be logged and Not a single opportunity can be missed

LEADS & OPPORTUNITIES MANAGEMENT

• Record each and every Lead and Opportunity for better and efficient follow-ups
• Attach Lead Sources for Marketing Lead Source Analysis
• Define Sales Opportunity Stage
• Define Opportunity Status for Won/Loss Analysis
• Tightly Integrated with Quotations, Appointment and Task Management Modules
• Zoom-In Consoles : View Opportunies along with its Activities, Appointments, Tasks and drill-down upto its Entry level for further Analysis

SALES ACTIVITY MANAGEMENT & TRACKING

Appointments

• Keep track of Appointments
• Define Appointments Types
• Attach Appointment Notes with each Appointment
• Generate Appointment Confirmation Email automatocally with a Single click
• Generate Activity Note with a Single Click

Taks Management

• Keep track of Pending Tasks for each Customer
• Define Task Types
• Set Priorities and Task Status
• Attach Notes with each Task
• Set Task Due date
• Generate Activity Note with a Single Click

Activity Note

• Generate Activity Note for any and every Activity in the Organization for each Customer, Opportunity
• Define Activity Types
• Set Duration and Ownerships

Productivity Desktop

• Keep track of all your Appointments, Customer Cases / Complaints and Tasks, etc. with utmost Ease and Efficiency - Integrated right on your Softech-Infnity Explorer

AFTER SALES SUPPORT & CASE MANAGEMENT

• Case Entry Module with Customer, Product and other Case Details
• Case Manager Entry to Track the Case and Case Resolution Details
• Integrated with Warranty and AMC Management Module to keep track of Contract Dates, if any.
• Support Entry Details for each Case with Timings and ownership details
• Integrated with Customer Management Console to keep track of Customerwise Cases
• Integrated with Calls Management Module for better Customer care when a Customer Calls in
• Can be integrated with Solutions Manager and Script Manager Modules for Enhanced functionalities

SCRIPT MANAGER

• Create well-defined Script for your Sales and Support Staff with Softech-Infinity's Unique Scripting Engine
• Powerful Script Player to help your Sales & Support staff to make use of created Script
• Interactions of the Sales & Support staff using the Script player can be logged for future analysis
• Integrated with Marketing Management Module to plan the Marketing Campaigns
• Integrated with Product as well as Calls Management Module for better Customer Care

MARKETING & TERRITORIES MANAGEMENT

• Marketing Campaigns Entry with well-defined Objective and other relevant details including Lead-Sources, Estimations, Period, etc.
• Define Productwise Branch Targets
• Marketing Lead-Sources linked with other CRM Modules like Calls Manager for further Analysis
• Tightly Integrated with Leads and Opportunities Management Module to Track the performance of the Marketing Campaigns and Leads generated by each Lead-Sources
• Zoom-In Consoles:
• Marketing Manager: Powerful Zoom-In Console to Track, Plan and Analyse the Marketing Campaigns with:
  • ROI Analysis of Expenditure made and Revenues generated from the Campaign
  • Leads and Opportunities Analysis
  • Lead-Source performance Analysis with the Leads and Opportunities generated
• Territory Manager: Powerful Zoom-In Console to Keep track of the performance of the Branches, regions and territories and the Lead and Opportunities Analysis of each Branch and Territory

MASS-MAIL & LIST MANAGEMENT

• Efficient Mass-Mail Module to Send Bulk Email to Predefined List or Existing Database Contacts
• Import Email Lists from Text or Excel Files into the Mass-Mail Database
• Different Contact Lists can be Created and Managed separately to check the effectiveness
• Each Record in the Contact List can be Tracked and managed for responses, etc.
• Mass-List Records can be added, Modified or Deleted manually