Increase the productivity of sales and marketing by R CRM Software. You can boost your business using this software. This CRM Software will manage the activities of tele calling, quotation preparation, follow-ups, invoice, billing etc. Sales and marketing team is playing important role in all the business.Sales and marketing is the heart of any business. Builinding relationship with customer starts from sales and marketing. Sales and marketing team will support the company to get new customers and order. If the company is not managing the team in a systematic way then R CRM will not be able to see the growth of the company. So managing sales and marketing team is playing an important role of any company. CRM Software plays a good role to run the sales and marketing team in a systematic way. CRM is a software which will help the sales and marketing to work as a team as well as this will improve the productivity of the team.
Email templates can be created for company profile or product catalog and send to the custome immediately using our CRM Software. Also documents or knowledge can be shared with the team, this will improve the quality of team work. Email Email Templates Share Documents
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ou can manage customer information in Client module. Go to Client and click on Add Client to create a customer. Search option available for Client name, Landline number, Campaign, Sales Person, Reference, Designation, Email Id, Mobile Number, Contact Person, City, Area. We can add multiple contacts for each client in contact module. If you have customer or friends contact list in gmail, you can import those contacts by one click. To do that go to Import contact > click on gmail icon > enter login user id and password of your gmail account. After click on import it will import all the contacts from gmail and add it to contact list.
RPlus CRM has a built in email option available in which you can send send email. Bcc is also available in email compose. There are two mail formats available, one is HTML(Default) and another one is Plain Text. In Email templates, you can setup mail format with attachment. This setup should be done only once. When you send email just select the template name which will populate the mail subject, body and attachment from the template. You do not need to enter those detail again, you can use this feature for sending company profile or product catalogs etc. In RPlus CRM you can also setup email signature for each mail in html and plain text format.
To improve the team work it is important that the employees should be well trained and should have good knowledge. It is not required that everyone should be on same level in knowledge. But to do a team work with good knowledge and experience RPlus CRM provides an option that is Knowledge sharing through which you can share you knowledge or documents with your team. This will help you to reduce the training time to your team. Instead of explaining to the team, you can post the document in knowledge sharing and ask your team to go through that. Also you can post detail like problems and solutions, office rules and regulations, common documents, common photos etc.
You can find all the quotations in view quotation whatever you create from opportunity module. If you do not want to create quotation from opportunity you can directly create from add quotation. You can search for a quotation by Quotation number, Customer name, if you want you can add more search fields in configuration. You can also add activities against each quotation. If you want to communicate with your team against the particular quotation you can use Post / Comments option. Quotation pdf is customizable, you can change the company information, terms and conditions and watermark in settings module.
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