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Our Essential Features:
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Streamline sales processes and increase productivity with automated tools.
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The Power of OneBundle CRM
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Fully integrate your activities and e-mail to provide a 360° view from any possible
angle.
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OneBundle CRM Competency
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OneBundle CRM is an efficient and comprehensive web based CRM application for sales
automation. OneBundle CRM enables your staff to increase sales efficiency and effectiveness,
thus helping your organization to effectively acquire and retain profitable customers.
OneBundle CRM keeps critical information at your fingertips, helping your staff
find the right prospects at the right time. This is obtained through user-friendly
interface, module-specific history option (which shows the recent history of the
module you are viewing), email interactions, and search capabilities.
OneBundle CRM has sales force automation modules such as: leads, accounts, contacts,
sales, opportunity and time management. You can accurately track all business opportunities
and close more deals in less amount of time. In addition, you can identify critical
blocks in the sales process in advance, thereby effectively utilize existing customer
data for future cross-selling and up-selling opportunities.
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Lead
Management
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Qualify
leads to next stage based on the information
captured in lead details. Once leads are qualified
for prospecting stage, convert them into sales
opportunities, accounts, and contacts with
a single-click
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Manage leads end-to-end
(from creating leads to converting them into
opportunities)
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Import leads from external sources, such as Web downloads, trade shows, seminars,
direct mail, and other types of campaigns
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Set up lead assignment rules to automatically assign leads to the sales force in
your sales organization
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Customize lead management as per organization sales process
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Standard reports and dashboards bundled for a fast learning. You can also create
fully customizable lead reports and dashboards.
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Export leads data to spreadsheet, and PDF software for further analysis
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Cold Calls: The purpose of a cold call is to qualify a prospect and arrange a meeting
with the prospect to make a pitch. If the cold call has been successful, the lead
can be converted to an account, opportunity, or contact in Cold Call page itself.
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Account
Management
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Track all accounts and related contacts, opportunities, cases, and other details
from a common repository
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Specify parent-child relationships between accounts and their subsidiaries or other
divisions
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Generate quotes, sales orders, and invoices for the accounts
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Identify referrals from accounts and contacts for promoting new products and services
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Store account and contact-related notes and documents in the account history
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Export accounts to spreadsheet software, such as Microsoft® Excel®, PDF,
and others to analyze the buying patterns of a customers and set up loyalty programs
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Contact
Management
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Track all contacts and related opportunities, cases, activities, and other details
from a common repository (Flexible customizable fields enable you to add and track
specialized information that helps you to better manage your relationships.)
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Create the hierarchy of contacts within a company to have a better coordination
while dealing with customers (Visually see an hierarchy of business entities, users
and teams within organizations. Ensure you are dealing with the appropriate person
for each business scenario.)
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Import contacts from external sources CRM and other business applications
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Keep track of ongoing relationships even if the contact changes companies.
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Time
Management
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Event Calendar: Daily, weekly, monthly, and yearly views of sales team activities.
Use filter to view events by salesperson, account, or contact.
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Effective E-mail: Use corporate and personal e-mail templates to send consistent
communications to contacts. Choose between Outlook, the CRM E-mail module, or both
with synchronization. Take advantage of corporate e-mail functionality to send basic
e-mail campaigns to targeted audience to quickly announce special offers, product
retirements, or other benefits.
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Record Faxes In One Place: Track all fax transmissions to customers including quotes,
signed contracts, and purchase orders for future reference.
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Keep Track Notes: Keep all associated contact and account notes online for easy
reference. Attach documents to notes for detailed reference. Security features allow
you to keep some notes private while sharing others with your team or the entire
company.
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Sales Task Lists
Create and complete tasks associated to contacts and accounts. Allocate tasks to
co-workers and tracking completion. View all open tasks and due dates within OneBundle
CRM. Attach documents to tasks to stay organized and streamline your workload.
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Sales
Management
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Estimate how much revenue you can generate in each fiscal quarter/year
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Identify the sales persons who met their targets for fiscal quarter/year
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Predict the revenue generation for the forthcoming quarters
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Create fully customizable forecast reports and dashboards.
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Opportunity
Management
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Track all sales opportunities end-to-end in a sales cycle
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Import Potentials from other Business/CRM solutions and services
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Associate opportunities with accounts, contacts, activities, and other modules to
have a better visibility on the opportunities (360 degree view)
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Track competition on each business opportunity
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Analyze the sales stage and probability of winning deals
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Alert the intended audience in your organization when a big deal closes (big deal
alert) or is nearing completion
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Set up sales escalation process through Workflow rules to reduce the bottlenecks
in the sales cycle
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Visual Pipeline: Visual Pipeline enables you to view the current state of pipelines
in each business division or department. You can further view the pipeline status
of each individual in a business entity or division.
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Visual Pipeline shows the state of pipelines in two formats: Visual Pipeline report
and Pipeline representation.
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