Customer Relationship Management(CRM)

As your business your customers grow too. You will have multiple sales representatives handling your customers, but how do you keep a track of all the activities and information related to your customers? You cannot just depend on physical memory of your sales rep to capture all your customer data; you need a well-implemented CRM module. WorksLogic’s cloud CRM provides tremendous power to businesses of all types. It helps sales reps record and track every lead they are working on as well as add notes of activities at one central location. It also helps organization forecast future in a much better way.

Customers/Contacts

Ability to store customers and contacts in the right way is the first step of any CRM system, differentiating between a lead, a prospect and an actual customer. It should also help retrieve customer information at the quickest from anywhere and anytime. WorksLogic’s contacts management gives you the following features

  • Customer Master Management
  • Add Multiple Bills to Ship to
  • Manage multiple branches
  • Manage multiple service addresses.
  • Categorization of customers on configurable parameters
  • Easy bifurcation of customers based on geography

Leads and Opportunities Management

Are you currently able to generate accurate forecasts or sales pipeline? Do you want to have better control on the opportunities that your sales team is working on? WorksLogic CRM helps you take full control over your sales processes and provide you with necessary information to forecast your future sales more accurately.

  • Lead/Prospect Management
  • Tracking lead activity
  • Tracking Lead conversion
  • Sales forecasting based on leads and opportunities
  • Track opportunity against leads
  • Leads against product or product groups/categories
  • Easy bifurcation of leads based on geography

Activities/Tasks and Notes

Are all your customer interactions and information like phone calls, emails etc. tracked and stored in one central location? Are you sure that all leads are followed up on? Do you fear that if your sales reps leave, valuable sales information will go with him? With WorksLogic CRM module you can ensure that every sales activity is recorded and can be retrieved easily when required.

  • Task Reporting
  • Add activities against opportunities/leads
  • Add notes against each activities
  • Create follow up against any business process
  • Add follow up notes
  • Activity Calendar