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eBizWiz CRM Marketing module will allow you to plan and manage campaigns to promote your Brands, Products and Services. It is designed keeping in mind the 4 Ps of Marketing ie. Place, Product, People and Promotion. Uniqueness of this CRM module is that you will be able to define a campaign, budget for promotion, track your marketing expense, analyze the success of a campaign and arrive at the best way to promote your Products and Services.
Campaign management and its effectiveness can be measured by the Inquiries generated and recorded in eBizWiz CRM.
Our CRM modules are built to effectively give you a 360 degree view of your prospects as well as your clients.
Information captured in eBizWiz CRM Marketing module
• CRM Campaign name
• Campaign period
• Monitor marketing expense
• Objective
• Expected Sales
• Place - Geographic area of campaign
• Products and Brands to be promoted
• People responsible for promotion
• Promotion modes
• Target customers
• Promotion activities
• Expense incurred
Reports generated in eBizWiz CRM Marketing module
• CRM Campaign register
• Campaign expense analysis
• Campaign effectiveness
• Inquiries received
Value Proposition of eBizWiz CRM Marketing module
• Formal definition of Marketing activities
• Tighter Control over Marketing expenses
• Helps to arrive at best way to Market your products and services
• Plan Go-To-Market strategy
• Effective Product and Brand Promotion
• Campaign focused on target Customers
• Campaign budget V/s expense analysis
eBizWiz CRM Target module will enable your Company to set and monitor target on Offices, Sales and Service teams.
Targets can be set for:
- Period
- Product Category-wise Value and Volume.
For Sales and Service Team you can also set Activity Targets.
Information captured in eBizWiz CRM Target module
• Target On (Office or Team member)
• Target period
• Target amount
• Product Category-wise Value and Volume target
• Activity Target (for Team member only)
Reports generated in eBizWiz CRM Target module
• Target register
• Office-wise Target vs Achivement
• Team member-wise Target vs Achivement
Value Proposition of eBizWiz CRM Target module
• Proactively monitor Missing Sales Target
• Reward and Promote Sales Achievers
• Encourage and Hand Hold Sales Laggards
eBizWiz CRM Inquiry module will enable your Sales team to record and track inquiries.
Account and prospect information is available at the fingertips to facilitate sales lead and inquiry tracking.
A Salesman can input Feedback and Action of all the Inquiries handled by him/her using a single interface.
Apart from Sales forecasting you will be able to do Expense and Competitor Analysis.
Information captured in eBizWiz CRM Inquiry module
• Prospective Customer details
• CRM Inquiry Type
• Category
• Sales stage
• CRM Campaign
• Promotion mode
• Product category
• Interested Products
• Salesman
• Action to be taken
• Priority
Reports generated in eBizWiz CRM Inquiry module
• CRM Inquiry register with lead analysis
• Open Inquiries (By Salesman, Customer, Category, Product category, Product, Sale stage)
• Action to be taken (By Customer, Action to be taken, Date, Salesman)
• Action taken (By Customer, Action taken, Date, Salesman)
• Orders received
• Lost inquiry analysis
• Competitor Analysis
• Sales forecast funnel
Value Proposition of eBizWiz CRM Inquiry module
• Up to 24% more Sales Calls
• Up to 30% faster Pipeline Progress
• Up to 18% higher Win Rate
• Up to 13% decrease in Travel Cost
• Track Field Team and Increase Productivity
• Manage inquiries efficiently
• Cross-sell, Up-sell Products and Services
• Follow-up reminders to Salesman
• Salesman performance analysis
• Better sales forecasting
• Prospect information on your finger tips
• Competitor analysis
eBizWiz CRM Quotation module will enable your Sales team to send proposals to existing and new Customers. Quotations are linked to Inquiries.
Once follow-up date is entered, respective Sales person will be given reminders prior to as well as on follow-up date.
Provision to revise quotations and copy from existing quotations is also possible.
Lead versus opportunity analysis can be done using this CRM module.
Information captured in eBizWiz CRM Quotation module
• CRM Quotation Number
• Revision Number
• CRM Quotation Type
• Customer
• Handled By Product
• Quantity
• Rate
• Terms and Conditions
• Payment Terms
• Approved
Reports generated in eBizWiz CRM Quotation module
• CRM Quotation register
• Approved quotation (By Salesman, Customer, Inquiry)
• Open quotation (By Salesman, Customer, Inquiry)
Documents Generated in eBizWiz CRM Quotation module
• Quotation
Value Proposition of eBizWiz CRM Quotation module
• Up to 40% time saving in preparation of Quotation
• Automate quotation
• Copy and Revise existing quotation
• View stocks while preparing quotations
• Promise delivery date to customer
• Opportunity analysis
eBizWiz CRM Order Processing module will enable your Company to process Orders received from your Customers as well as Requisitions received from internal entities like a Branch, Engineer etc. Orders received from Customers are linked to Quotation and Inquiry module.
Also, it will enable users to place orders on Suppliers, Manufacturers, Factories etc. and monitor them.
Order tracking and monitoring is possible from entry to execution.
Information captured in eBizWiz CRM Order Processing module
• CRM Order Number
• Customer name
• Customer Purchase Order number and date (Placed or Received)
• Items ordered
• Quantity
• Rate
Reports generated in eBizWiz CRM Order Processing module
• CRM Order register
• Pending orders (By Customer, Item, Delivery date)
Documents generated in eBizWiz CRM Order Processing module
• Order confirmation / Requisition
• Purchase order
Value Proposition of eBizWiz CRM Order Processing module
• Up to 11% faster Order Execution
• Facilitates Just in Time Inventory
• Better planning and Order execution
• Track pending orders
eBizWiz CRM Stock module will enable your Company to manage inventory of Finished Goods (Models) and Spare Parts. Defective stocks can also be tracked.
Stocks management module is integrated with Order Processing, Sales, Quotations and Call Centre modules.
Complete stock management typical to an enterprise is possible to be carried out in this CRM software.
Information captured in eBizWiz CRM Stock module
• CRM Stock transaction number and date
• Customer
• Items issued / dispatched
• Good quantity
• Defective quantity
• Rate
Reports generated in eBizWiz CRM Stock module
• CRM Stock register
• Stock status
• Stock ledger
• Stock level
• Stock movement
• Item order status
Documents in eBizWiz CRM Stock module
• Goods received note
• Delivery challan
Value Proposition of eBizWiz CRM Stock module
• Up to 07% saving by stocking required Material & Finished Goods
• In-depth inventory analysis
• Stock requirement analysis
• Better inventory control
• Service stocks maintained separately
• Maintain defective stocks
eBizWiz CRM Sales module will enable your Company to make Sales and Warranty Sales entries.
Warranty sales entry is typical to equipment manufacturing and selling Companies.
Stocks and pending Customer Orders will get automatically updated with this transaction.
Different Sales schemes respective to each industry can be defined and tagged to each transaction.
Information captured in eBizWiz CRM Sales module
• CRM Invoice Number
• Customer Name, contact person, address, telephone numbers, zone and region
• Model / Spare Part Number
• Serial Number (will not be captured in case of non-warranty sales)
• Installation location (will not be captured in case of non-warranty sales)
• Warranty start date and end date (will not be captured in case of non-warranty sales)
• Rate
Reports generated in eBizWiz CRM Sales module
• CRM Sales register
• Sales analysis (By Product, Product category, Customer, Customer profile, Geographic location)
• Contract sign-up advice
• Non-active warranties
Documents Generated in eBizWiz CRM Sales module
• Invoice
• Contract sign-up letter
Value Proposition of eBizWiz CRM Sales module
• Up to 16% increase in AMC sign-up
• Automate scheduled Preventive Maintenance of Warranty Period
• In-depth sales analysis
• Increased sales revenue
• Contracts revenue forecasting
eBizWiz CRM Maintenance Contract module will enable your Company to capture data related to equipments / documents that requires periodical renewals.
Data from Warranty Sales data can be transferred to this module. Fresh contracts can also be entered.
Service Level Agreement - SLA can be prepared here.
Information captured in eBizWiz CRM Contract module
• CRM Maintenance Contract Number
• Customer Name, contact person, address, telephone nos., zone and region
• Model Number
• Serial Number
• Contract start date and end date
• Contract type i.e. Comprehensive / Non-comprehensive
• Contract Price
Reports generated in eBizWiz CRM Contract module
• CRM Contract register
• Contract analysis (By Product, Product category, Customer, Customer profile, Geographic location)
• Contract renewal advice
• Non-active contracts
Documents Generated in eBizWiz CRM Contract module
• Invoice / Contract document
• Contract renewal letter
Value Proposition of eBizWiz CRM Contract module
• Up to 12% increase in AMC renewals
• Up to 09% increase in AMC revenue collection
• Automate scheduled AMC Bill generation
• Automate scheduled Preventive Maintenance of AMC Period
• In-depth contract analysis
• Increased contract revenue
• Contracts revenue forecasting
eBizWiz CRM Service module will enable your Company to capture all the Customer issues related to the product purchased.
You will able to allocate and monitor these calls till the time they are resolved. Pending reasons can be given to monitor pending issues.
Complete history of the product and all interactions with the customer are recorded using this module.
Information captured in eBizWiz CRM Service module
• CRM Complaint Ticket Number and date
• Call type (Installation, PM, Outdoor, Indoor, Outstation)
• Customer Name, contact person, address, telephone numbers, zone and region
• Model Number
• Serial Number
• Warranty / Contract number
• Warranty / Contract end date
• Complaint details
• Special instructions
• Appointment date and time
• Allocated to
• Type of visit
• Service date and time spent
• Engineer name
• Conveyance charges
• Defects found and Repairs done
• Spare part used and quantity
Reports generated in eBizWiz CRM Service module
• CRM Call Complaint register
• Repeated calls in a particular period
• Pending calls analysis
• Complaint analysis
• Defect analysis By Product, Model
• Spares consumption by Product, Model
• Monthly service and quality analysis
• Engineer productivity and response time
• Service invoice register
• Customer feedback analysis
• Service history
Document Generated in eBizWiz CRM Service module
• Service Call Sheet
• Service Invoice
Value Proposition of eBizWiz CRM Service module
• Up to 20% increase in Customer Satisfaction
• Up to 12% reduction in TAT
• Up to 14% improvement in Response Time
• Up to 15% increase in Engineer Productivity
• Up to 10% decrease in Service Visits
• Up to 13% decrease in Travel Cost
• Up to 29% time saving in preparation of Repair Estimates
• Track Field Team and Increase Productivity
• Better Customer handling
• Proactive Customer service
• Increased service revenue
• Efficient service
• In-depth service analysis
• Improved service spares management
• Analyse Customer satisfaction
• Build Service Knowledge Base automatically
eBizWiz CRM Receivable module will enable your Company to register all the payments received from Customers against Sales, Contracts and Service transactions.
Pending payments can be monitored and Customers can be reminded of Invoice-wise as well as total outstanding during interactions.
Information captured in eBizWiz CRM Receivables module
• CRM Payment Received Number and date
• Customer name
• Receipt against (Sales, AMC, Service)
• Cheque Number
• Cheque Date
• Amount Received
Reports generated in eBizWiz CRM Receivables module
• Payment received register
• CRM Payment outstanding report
• Customer-wise, Invoice-wise
Document Generated in eBizWiz CRM Receivables module
• Receipt
Value Proposition of eBizWiz CRM Receivables module
• Better cash flow
• End of the day collection
• Inform customers of outstandings
• Integrated with call centre
eBizWiz CRM Expense Management Module will enable your Company to register all expenses made by Sales and Service Teams. Other Expenses incurred to procure inventory and execute the Order can also be recorded for each transaction.
These expenses which are recorded User-wise will go through an approval process. Approving authority will be able to confidently approve the expense claim because system gives visibility Transaction-wise, Expense Date-wise and Expense Type-wise.
Information captured in eBizWiz CRM Expense module
• Expense Voucher Number and date
• User name
• Expense Type and date
• Expense amount
• Claim amount
• Approved amount
Reports generated in eBizWiz CRM Expense module
• Expense register
• Expense type-wise Expense Claimed, Approved and Pending
• User-wise Transaction-wise expenses
Document Generated in eBizWiz CRM Expense module
• Expense voucher
Value Proposition of eBizWiz CRM Expense module
• Record and Manage Field team Expenses with Approvals
• Keep track and Control Costs
• Higher Employee Satisfaction
• Automate expense management
• Expenses are captured for each transaction
• Powerful approval mechanism to prevent errors
• Freedom to Field Team to book and claim expense from mobile device
eBizWiz CRM Capabilities
• eBizWiz CRM Mobile WebApp with Nearby Proximity Check
• Approvals
• Attach Photos and Files
• Attendance
• Auto-alerts on Events to Salesman, Customers and Company Management
• Check List
• Customer 360 degree View
• Customer Feedback and Survey
• Data Heat Maps
• Document Link to Customer by Email and SMS
• Expense Management
• Field Team to Customer Location proximity Check
• Front Office and Back Office Team Collaboration
• Geo Location Tracking
• Interactive Dashboards with Thresholds & Graphs
• Letter Templates
• Notifications
• Take Customer Signature on Mobile upon completion of Service Job
• Tasks
• To Do List
eBizWiz CRM Features
• Data Quick Search with Cross References
• GST Compliant with Bill To, Ship To
• Documents are generated in PDF formats
• Reports in Excel with Graphs
• Transaction-wise User Comments for Collaboration
• Maintain Quotation history with Revision No.
• Customer-wise Invoice-wise Outstandings with Days
• Engineer-wise Service Stock
• Manage and Track Defective Stocks
• Product Serial No. Tracking
• Service Call-wise Part Request
• Service Revenue Forecasting
eBizWiz CRM Highlights
• Powerful and TRULY web-based
• 100% online
• Low on bandwidth and high on performance
• Create multiple offices
• Monitor activities of Branches, Distributors, Dealers, Franchisees and Re-sellers
• Data and Reports available universally
• Comprehensive and Consolidated reporting
• Menu driven and easy to use
• Hierarchic password protection to prevent unauthorized use
• Supports multi user environment
• Easy to use and ready to implement with minimal Time and Cost
• Interactive contextual HELP available online
• Comprehensive help available to access data which is already in the database
• Low Total Cost of Ownership among available Customer Relationship Management (CRM) products.
