White Paper CRM. For Manufacturing Brainvire Infotech Pvt Ltd Ver.3.1, 31/03/2017. Pg. 1

Transcription

1 White Paper CRM For Manufacturing Brainvire Infotech Pvt Ltd Ver.3.1, 31/03/2017 Pg. 1

2 About Manufacturing Industry Manufacturing industry refers to those industries which involve in the manufacturing and processing of items and indulge in either creation of new commodities or in value addition. The final products can either serve as a finished good for sale to customers or as intermediate goods used in the production process. Manufacturing industries are important for an economy as they employ a huge share of the labor force and produce materials required by sectors of strategic importance. Metal Industry The manufacturing industry accounts for a significant share of the industrial sector in developed countries. India s manufacturing sector has the potential to touch US$ 1 trillion by There is potential for the sector to account for per cent of the country s GDP and create up to 90 million domestic jobs by Construction Industry Food and Beverages Industry Chemical Industry Electronics Industry Pg. 2

3 Existing Processes Separate Department to manage vendors, Inventory and Billings. Separate Department to manage Customers. All departments work together either on Paper or Excel or Various online subscription based soft wares c The process misses Synchronization and Automation in most of the daily activities. It also lacks proper record keeping and monitoring of actions and organized follow-up of information. c Necessary Points that needs attention How frequently you communicate with your customers? Are you taking proper feedback of your customers? Are you really recording each and every quotes and orders with your customers? c Is there any mechanism for internal work scheduling and its tracking? Is there any tool to generate new customers and opportunities? Is there anything that give you tracking of all entities, users to reduce manual work? Do you have any tool to automate all above activities? Pg. 3

4 Brainvire approach and solution We ll divide all your business activities into three phases- Target your customers Marketing Run campaigns for them View the responses and accordingly created leads for interested targets. Follow-up for leads Create contacts for interested leads Selling Send quote to your customers and place order on behalf of them if they ask for it. Customer Support Provide post sales service to your customers. Send automatic updates to customer for progress status. Take customer feedback for your service Pg. 4

5 How we ll do it Integration of our CRM with your Magento We ll integrate your Magento website with our CRM that will facilitate all processes of Magento to be available on CRM with more automations and direct reports. Below is our Expertise in synchronization for Magento. Apart from these synchronizations we also give other options like give discount, set shipping details and taxes from CRM and synch to Magento Synch Magento Customers With synchronization, all the customers from Magento web store would be reflected in CRM Application. Synch Magento Products All the products created in Magento would be reflected in CRM. Sync Magento Inventory: All the inventory updated from Magento would be reflected in CRM. Synch Magento Quotes The quote requested from Magento frontend would be reflected in CRM. Abandon Cart: View cart that is not converted into order and start follow-up for the customer opted the cart. Buy quote from CRM: Buy quote from CRM and logged into Magento as customer where you can place the order for quote. Synch Magento Tier Price: Synching would give option to apply quantity based discount automatically for products added in quote from CRM. Order Survey: Send auto survey for customer feedback to their and view survey report on CRM directly. Pg. 5

6 Marketing Set Targets Create Leads on basis of result Marketing Run Campaigns for targets View Campaign result and add remarks Activities you ll perform Create campaigns, define budget for campaigns and set targets for campaigns. Run campaigns, this would send for campaigns to all targets associated Generate leads for interested targets on basis of campaign results. Pg. 6

7 Sales Follow-up the lead Place order on behalf of contacts Sales Convert lead into contact and account Send quote to your contacts Activities you ll perform Send follow-up s to leads and convert interested leads to contacts quotes to contacts. If contacts request for placing order on behalf of them then buy the quote and place order Pg. 7

8 Customer Support Auto creation of issue ed by contact Successful closure of case and send feedback link to contact Auto assignment of one sales rep for issue Auto send updates to contact on Activities you ll perform Manual creation and assignment of issue (if required). Add notes and attachments for different activities Send internal updates to team via comments. Pg. 8

9 Things you ll be able to do with this solution:- Manage your marketing via running campaigns, cold calls, webinar etc. Generate new opportunities: The one who is ready to purchase your products. Send quotes to your customers and let them convert that quote to order. You can also place order on behalf of your customers. You can ask for customer feedback for your service and view report for it. Provide post order services as work on customer issues in order received and view the overall report. Saving Time Getting growth! Pg. 9