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Technocloud CRM

On-request CRM Solution for anyone

Overview

On-request CRM Solution, CRM software, online CRM system, CRM solution and soon.

Technocloud CRM software provides an online Customer Relationship Management solution that offers a company with a better view of its clients; supports automating crucial sales operations- from leads assessment to marketing campaigns and allows decision makers to effectively execute customer focused strategies and make sure efficient sales management.

Campaign Management Efficient Campaign Management Software allowing campaign monitoring, lead generation, e-mail promotion, e-mail click tracking, target lists.

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Lead Generation and Management Generate a better income with a proper track and sales development.

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Contact Manager Contact management improves the relationship between client and sales life cycle for improving business.

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Sales Forecasting Forecasting offers a method to evaluate how each zone is working with the allotted quota and hence allows a perception on what can be accomplished in terms of revenue.

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Account Management Widespread Account Details, Export Account, Opportunity, Spreadsheet Interface, Add Document and lot more.

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Order Management Technocloud CRM streamlines order accomplishment with inventory management as well as suppliers enhancing effectiveness in every step.

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Customer Support and Service Customer support Software intended for effectively managing purchaser difficulties.

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Technocloud Email Exceptional Email Client with features like Single-click Mail Previews, Rich-Text Formatting, Folder Management and more.

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Campaign Management

Efficient Campaign Management Software allowing campaign monitoring, lead generation, e-mail promotion, e-mail click tracking, target lists and soon.

Campaign Management is a crucial feature of Technocloud CRM. Campaign Management facilitates you to find targets, executing campaigns to deliver correct messages to the correct people and lastly close leads with people who are interested. Specifically, campaigns offer you with all operations required for managing your promotional efforts competently and meritoriously via email marketing.

Campaign Management allows you to maintain a central database with details of all your promotional campaigns- expected responses, resources and activities, check and maintain campaign information- campaign goals, type, status etc., and export your promotional campaign list in different formats such as .csv, .pdf etc

Key Features of Campaign Management

  • Execute & manage CRM Campaigns
  • Implement CRM promotional campaigns
  • Check and manage details of CRM campaign- campaign goal, type, status etc.
  • Initiate efficient e-mail promotion campaigns using user-described lists as well as e-mail templates.
  • Export list of CRM campaigns to different formats such as .csv, .pdf and soon.
  • Free & professional Email Templates:

Lead Generation and Management

Every single sales lead, if properly tracked and developed, can be an income generating opportunity.

Nevertheless, one must have the appropriate process and gears in position to ensure these are appropriately directed towards the most expected outcome of sales planning. This is the reason why, businesses contemplate Lead management as one of the key activities in their company-wide sales & promotional process.

Obtain and Manage Sales Lead

  • Computerize and speed up lead management (lead creation, qualification, conversion & sales opportunities)
  • Get leads right from your site with the help of Web-to-lead form & manage successfully in Technocloud CRM
  • Import all the leads from different external sources- trade shows, web downloads, direct mail, seminars, and other campaigns
  • Create lead assignment guidelines to mechanically allocate sales-ready leads to the concerned sales persons
  • Elect leads to further stage depending on the information seized in lead particulars. Once leads are competent for next stage, transform them into sales prospects, accounts, and contacts with just a single-click
  • Tailor Sales process for both B2B and B2C business settings

Contact Manager

The success of a business greatly depends on well-managed contact details, making information readily available for immediate reference.

Hence contact management improves the relationship between client and sales life cycle for improving business.

Manage Contacts and Address Book

  • Monitor all contacts and concerned sales prospects, sales operations and related details from a central repository.
  • Manage contact hierarchy with your client company to realize better coordination while dealing with customers.
  • Import external resources and sales contacts and various business applications.
  • Establish contact assignment guidelines to automatically allocate contacts to the workforce in your company.

Sales Forecasting

Forecasting offers a method to evaluate how each zone is working with the allotted quota and hence allows a perception on what can be accomplished in terms of revenue.

In a distinctive company environment, sales process is usually dealt by means of dispersing the whole workload directly into sections as well as specific zones. Each and every segment has its own sales administrators, directors as well as business owners responsible for each zone. Also based on several aspects, sales targets as well as quotas usually are allotted to a single zonal department.

What do I gain from Technocloud CRM Sales Forecasting?

The forecasting module in Technocloud CRM integrates the data in the opportunities module to generate details of sales quota, percentage quota, closed amount, committed amount, best case amount, amount in pipeline etc. This is generated based on input of a particular Year and Quarter pertaining to a fiscal year. Care must be taken in setting the fiscal year since the starting month varies across different domains.

This forecasting module of Technocloud CRM synchronizes the information of the opportunities module to come up with information on sales quota, closed total, best scenario amount, percentage quota, committed amount, total amount in pipeline and soon. This is produced depending on input of any specific year and quarter related to a new financial year. Care has to be taken in deciding the actual fiscal yr since the starting month is different over different fields.

This overview provides an idea on which kind of commitment in assumption and amount of best case achievement or amount enhances revenue. In addition, the sales team who reached their goals can be identified easily. Using a modest numerical index, the percentage quota supports determine the extent of income producing sale per month or all over the quarter.

Account Management

Widespread Account Details, Export Account, Opportunity, Spreadsheet Interface, Add Document and lot more.

Account refers to a company as well as corporation, which often you wish to observe with your CRM. 
Technocloud CRM Accounts Management really helps to observe and handle your company’s accounts, along with opportunity, product case and activity details. You can actually add account related docs like transactions of work along with Requests for proposals (RFPs). Innovative filtration systems enable for product, industry, searches, revenue and soon. You can fix dashboard controls for effortless account views.

Key Features of Account Management

  • Extensive Accounts Details
  • Extensive Accounts Service in addition to Support services
  • Spreadsheet functionality
  • Put an activity, Opportunity, Contact or case
  • Import Documents
  • Export Company accounts

Order Management

Technocloud CRM streamlines order accomplishment with inventory management as well as suppliers enhancing effectiveness in every step.

The more efficient quote and order management procedure acts as a key link between your accounting, sales and other departments. Technocloud CRM’s order management software provides you a completely streamlined business process covering from quote to order, fulfillment and cash.

With Technocloud CRM’s order & quote management competences, your Sales executives can simply transform quotes into appropriate sales orders, which then go to the accounting people for the purpose of invoicing and revenue identification. Technocloud CRM also streamlines order accomplishment with inventory management as well as suppliers enhancing effectiveness in every step.

Starting from sales executive to fulfillment staff, all the employees in your company obtains role-based visibility to order trends, sales history and status- allowing them to integrate the order management procedure, find problem areas and respond to customer enquiries instantly. Sales executives can track sales performance, support team can check order status, and sales representatives understand when to follow up with the clients and customers will be notified about the shipment.

Take a stance on the quote and order-to-cash process

  • Cut-down excessive paperwork and mistakes by allowing sales to convert opportunities to order with a single click
  • Pace up the order management process using automated approval & workflow organization
  • Integrate pricing and discounting guidelines automatically to quotation process, allowing real-time quotation management
  • Improve average order size by incorporating smart up-sell management to order capturing process
  • Enhance satisfaction of sales team by estimating incentive compensation automatically and updating quota processes
  • Optimize cash flow related to order management software which incorporates all business operations starting from sales quote completed orders- and is combined with order completion, payments and billing
  • Avoid errors through real-time, consolidated management of each order- substantiating an inclusive history with a single data repository
  • Develop quote and order accurateness by involving automated tax and shipping-rate calculations

Customer Support and Service

Customer support Software intended for effectively managing purchaser difficulties.

Basically, Case describes a detailed explanation of customer’s problem or problem. Case Management aims to handle consumer cases as well as issues in a standard and successful fashion. The item makes it possible for proper staff management and provide services to your clients. The Case Management feature in Technocloud CRM enables customer service people to get applicable information about every case including case name, contact name, subject, type, product name, priority and status. Every time a case is created, several associated activities tend to be grabbed. These activities tend to be registered methodically throughout Technocloud CRM. In addition, Technocloud CRM allows you delegate process owners or resources per consumer case, monitor pending as well as resolved cases (with real-time updates), allot many activities to every consumer case along and monitor issue status.

Key Features of Support Service

  • Inclusive Case Details
  • Spreadsheet functionality
  • Export Cases
  • Allocate Cases
  • Include an Activity
  • Add Documents
  • Set Priority Levels

Document Management

Online Document Management Software for Web-based Document Storage on Technocloud Project Management.

Handling key Project files is a most challenging aspect of business now-a-days. In Technocloud Document Management, files or documents are stored in a single database that in turn simplifies managing and recovering the documents when required. You can include, import, search, share and classify files in different formats. In addition, you can assign authentication permissions and keep multiple document versions. The integrated search feature is created to support retrieve files and prevent wasting time in finding papers and retrieving lost files.

Get information, anywhere, anytime and organize it all from a convenience web-browser.

Key Features of Document Management

  • Tagging
  • Share
  • Document previews
  • Document storage
  • Search
  • Document lifecycle management

Technocloud Email

Exceptional Email Client with features like Single-click Mail Previews, Rich-Text Formatting, Folder Management and more.

Technocloud Email offers a special Messaging interface for every Technocloud user, it is a user friendly customer interface which you can use to broadcast messages to anybody in your network. Design different online email accounts with IMAP/ POP3 settings. Technocloud Email facilitates you to effortlessly view and organize emails with single click email preview options, folder management, simplified text formatting and soon.

Key Features of Technocloud Email

  • Single-click Mail Previews
  • Folder Management
  • Configure E-mail Settings
  • Send Messages
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