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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 |
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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