VCRM project management feature enables you to manage customer relationship and helps project managers to track project performance, generate accurate reports, dashboards and key performance indicators. Project management feature helps our customer to overcome issues like redundant or inaccurate information, lost customer data, poor information sharing or lack of user adoption. The capabilities includes Create Campaigns, Opportunities, Milestones, Pipelines and Tasks for Projects, Get Automatic Email Reminders, View Completed Tasks and Events by Project, View Task and Event Reports etc.
Supply chain management:
Modules includes in VCRM SCM are Product, product type, Customer, Order, Supplier, Purchase order, warehouse and Delivery. SCM enables to manage of operations for the global supply distribution mechanism. It helps for More Emphasis on Visibility, Improved Responsiveness, and Enhanced Collaboration & Communication. With VCRM supply chain management organizations can maximize cost-efficiency, increase productivity and improve on-time delivery performance and boost customer satisfaction.
Companies can track and manage their supplies of raw materials and components needed, finished goods to satisfy open sales orders, and goods required for field service and support. It enables the dynamic scheduling of supplier deliveries to more effectively meet demands.
VCRM Reporting provides fully customizable reports to analyze sales and marketing. It includes advanced reporting and analytics which gives you a simple intuitive user interface, create complex reports across multiple modules. User can create pivot tables, change of attributes, Excel integration etc. It helps Sales activities like monitor performance of business executives, sales trends, case reports, customer profiles, sales opportunities and progress, customized charts and reports, information. Sales reports include Category Breakdown, Reasons for Losing, Pipeline Stage, Funnel Analysis, Responsible User Organization, Value of Incoming Opportunities, Value of Opportunities Won, Completed Task and Events Report.
VCRM Role Management creates territory hierarchy and different roles. This feature enables create different roles; assign roles to users, creating duplicate roles, setting permissions etc. It’s an effective way to obtain fast role discovery, role modeling, mining, and lifecycle management. It provides a flexible methodology which encourages good practice and drives consistency and efficiency across your company.
Workflow management helps the Administrator to configure multiple modules. This is an automated process which can assign task to users based on defined criteria. Administrator can update and create records through plug-ins, portal, web services and user management and also helps to save, update and import records.
Sales & Marketing:
VCRM enables sales and marketing to customize, manage, and schedule sales generation activities such as cold-call, mail literature, follow-up, sales-call, etc. The effectiveness of VCRM’s Sales & Marketing management functionality comes from the fact that the underlying sales generation activities are 100% customizable. This feature allows organizations to define sales generation activities suitable to their own business environment. This prevents organizations from capitalizing on its historical sales generation data for generating new sales. With centralized management of information, VCRM offers a single and uniform view of customer information across multiple processes. In addition, VCRM uses database technology that supports automatic synchronization of portable databases with their server database. This enables sales people to work offline.