Arthnik CRM is a cloud hosted web-based software platform, which provides value added alignment and visibility across the organizations.
Organization resources perform various activities with Customers, those can be commercial or non-commercial.
Organization staff with different roles performs those activities with customer for a specific Project / Assignment or Opportunity.
SmartNik CRM provides a very easy to use interface to various staff members to log the activities and change the stage of Project / Opportunity.
Reports and analysis can provide information about these activities based on various filters.
CRM (Customer Relationship Management) SOLUTION
How it works and benefits:
- The system consists of various entities or modules like Product/Service, Customer, Customer Representative, Staff, Activities, Stages and Project / Assignment / Opportunities.
- By using web based layout or Mobile App, staff / partner can add various opportunity and related activities in the application. User can change stage of the opportunity according to the progress of the activities.
- Information of Opportunities / Funnel / Projects can be very easily achieved by various filters like Staff, region, Customer, Order Size etc.
Customer:
- Customer is the organization with whom business is taking place. Customer has to be associated with the Staff / partner. Only that staff with access rights can create the Project / Assignment / Opportunity and activities for that customer.
- All potential customers are registered in the system with required information and available in records for future use.
- Multiple staff can be associated with one Customer.
Product / Services / Solution:
- Products, Services or the solution, which is offered to the customer as part of the business.
Product / Services / Solution:
- Staff / Partner is the user who can login into the system using Desktop Computer, Laptop, Mobile etc. and perform various activities.
- All staff will be having Access Rights, which can be configured by Admin only.
- Admin or master user has all the rights to view all data, report and creation of product.
Reports:
- Customer Wise, Opportunity Status Wise, Staff Wise, Product / Services wise, Duration wise or any other relevant filter wise reports can be generated and Exported in PDF/Excel.
- Reports are the real output of the tasks done by the various staff members. This report gives all detail of the activities performed based on the certain filter criteria.
Assignment / Project / Opportunity:
- Project is logical grouping of day-to-day activities done with the customer by meeting or interacting with Customer representatives.
- A Project / Opportunity has to be associated with Customer.
Activities:
- Activities are as name suggests, various actions performed by staff – Demo, Presentation, POC, Quotation, Negotiation, Deal closure, Operational Activities, Accounts or dispatch to complete an assignment (Project).
- These activities are kind of task tracker which is easy to create and carrying good information which can be further used for tracing, reminder, notification or analysis.
Creating Quotation:
- Quotation creating is one of the activities, which staff usually do during the sales pitch. On Quotation creation, system shall generate the e-mail according to the required template. Staff can take print of quotation and it is available in records for future reference.
- This can be further forwarded to the concerned department.