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Sales Force Automation (SFA), typically a part of a company’s customer relationship management system, is a system that automatically records all the stages in a sales process. T3 CRM is a comprehensive SFA which manages the pre and post sales process of any organization. T3 CRM includes a contact management system which tracks all contact that has been made with a given customer, the purpose of the contact, and any follow up that might be required. This ensures that sales efforts are not duplicated, reducing the risk of irritating customers. T3 CRM also includes a sales lead tracking system, which lists potential customers through campaigns, or customers of related products. Other elements of an SFA system can include sales forecasting, order management and product knowledge. T3 CRM is a developed SFA system which have features where customers can actually model the product to meet their required needs through online product building systems. Lead Management - Rule Based Lead Allocation: Leads are allocated to related executive based on Defined Rules by administrator
- Define Sales Flow Stages: As per Industry each modules will have sales flow stages which helps to move the lead to next level and capture respective Data.
- Owner Owns Followup: Each lead is assigned to a Executive and shared with a Team of users. Admin can track the follow done by any of these users and make sure that no lead is lying ideal.
- SMS & Email Communication: T3 CRM can be configured to sent related email and sms communication as a part of sales to each lead by executive.
- Hierarchy Wise data Viewing: Each user in T3 Will have an individual login and each one on logging in will view data based on organizational hierarchy.
- Rejection Analysis: Each rejected lead will have a rejection analysis methodology for BI reports.
Prospect & Enquiry management - Qualifying Leads gets converted: All qualifying leads get converted to Prospect and enquiry.
- Contacts Management: All prospects multiple contacts are captured
- Identify Prospect needs: As per Industry each enquiry will have a need Capture form.
- Multiple Enquiries for 1 Prospect : Each prospect can have multiple enquiries and status and follow up of each one can be tracked separately.
- Follow up Tracking: Follow up of prospect, enquiries can be marked and handled effectively to calendering.
- Rejection Analysis: Each rejected Enquiries / prospect will have a rejection analysis methodology for BI reports.
 Customer management - Order won Enquiries gets Converted: All qualifying enquiries get converted to customers.
- Creating of Post sales: Post sales gets created for each enquiry and to track products purchased.
- Collection Schedule: Each Order can be defined with a payment schedule.
Post sales & Collections - Order Confirmation:Post sales gets created against each customer as per the enquiry done, each customer can have multiple post sales created against them.
- Payment Collection: Payment gets collected against each of the post sales as per the collection schedule.
- Track Post sales Follow Up: Follow-up done for payment collection and other service related issues can be tracked against each post sales.
The main modules of a T3CRM SFA, includes: Customer Management Contact Management Lead Management Enquiry Management
For More Details Contact
Rajesh Pillai
91-9892937433
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