Overview

Customer relationship management (CRM) is a tool to manage a company's interactions with customers, clients, and sales prospects. It involves using technology to organize, automate, and synchronize business processes. With CRM, sales, marketing, and customer service teams can understand every customer and deliver the right message. For sales representatives, CRM makes it easy to manage customer information so representatives spend less time in data handling and more time with customers.

What is a CRM

Cube CRM web application is designed to further streamline the organization’s efforts to efficiently organize and maintain information that is crucial to many aspects of the business. Cube CRM enables organizations to do business in a better manner.

USPs

• Keeps everything at one place
• Intuitive interface
• Home grown software
• Integrations
• Scalable and Growth Proof
• Industry leading support infrastructure

Why CRM

Improves services provided directly to customers, prospects, employees, vendors and to use the information in the system for targeted marketing and sales process.

• User friendly interface: Easy to learn, use, install, configure and debug by novice and expert users alike. 
• Home grown software: Every other player in the industry passes on procured hardware (sometimes with manuals in chinese) to you whereas Cube is an original equipment manufacturer (OEM) and takes ownership of its products and services. You get instant help with any problem you run into.
• Highly customisable: The CRM can be deployed depending your specific needs. For example, the software can be an be used to define flexible tax structure for invoicing or preparing quotation in the CRM software.
• Presentable Reports: Export customised reports in just a few clicks. One can also convey the message in visually appealing 2D or 3D charts. For example, you may view the total quotations, enquiries, invoices, orders for a particular day.
• Keep everything together: Add different types of notes or remarks in the invoice, quotation and order. Attach certificates or documents to keep everything at one place.
• Notifications: Generate automatic SMS and email on selected transactions. 
• Efficient sales team: Sales person wise enquiries, quotations, orders can be analyzed with a few clicks. You may go a step further and can view and print past invoices, quotations shared by salesperson from your sales team.

Sectors where CRM is used

• Schools, Colleges and Educational Institutions
• Simple order entry transactions
• Targeted Sales and Marketing
• Ticketing and Reservation
• IT Enabled Services
• Hotels, Airline & Train Ticket Enquiry & Booking Centers
• Complaint Booking and Customer Support Centers
• Banks, Finance and Credit Corporations
• Telemarketing Industry

Various Sections in the CRM

The principle features of Cube CRM application are

Account Management: This module of application is used for creation of new account, modification of an existing account. One can also create or modify contact of various accounts by using this module of the CRM software.

User Management: This module of application is used for creation of new users, modification of an existing user. Each user is associated with predefined rule. Each user have access of various modules of CRM on the basis of rule definition. Each user is associated with hierarchy.

Complaint Management: This module of application is used for complaint management. Organization can improve the service provided to customers by using this module. Complaint can be registered by using various modes such as by phone call, by email, by SMS or even by Fax. An unique complaint number is generated for each call and each complaint can be tracked at any stage by using web portal or Android App or from IVR. Email and SMS notification has been implemented at various stages of complaint.

Product Management: With this module of application user can create a new product or modify an existing product entry. Each customer is associated with one or multiple product(s). A customer can register his/her complaint only for registered products.

Activity Management: By using this module employee of organization can enter his/her daily activity details. Monthly performance report can be generated by using module of the CRM Software. There is a provision for each Head of department to enter his/her remark again each employee.

Lead Management: This module can be used for creating leads, adding remarks and statuses in any existing lead(s). An unique ID is generated for each lead. Each lead can be tracked at any stage. System will automatically remind for the next follow up date to assigned users. Lead can be generated by various modes such as by web portal, by email, by third party lead providers such as JustDial, IndiaMART etc.

Opportunity Management: Opportunities management is similar to lead management. There is a provision to convert a lead into an opportunity. There are various stages for opportunity in the system. System stores all history associated with each opportunities.

Issue Management: This module of application will be used for registering an issue or adding remarks in existing issues. Any employee can register any issue for any department and then this department then assigns the issue for resolution to the concerned employee in the team. Once issue is resolved the system automatically sends a notification to employee who raised the issue. Notifications can be configured to be sent at any stage of the issue resolution.

AMC Management: This CRM module has provisions to enter AMC details of various customers. This module is integrated with complaint management module. If the AMC is registered for a customer or a warranty is available for a customer then the details will be shown in complaint module as well. There is a provision to associate various documents to each AMC.

Location Tracking: Android app is used for tracking geolocation. The system will store location detail of each Android App users on periodic basis and the same can be generated using the MIS module.

Employee Information System: This module is used for employee management. Using this module, each user can register new employee(s), modify existing employee(s). By using this module employees can apply for leave, add loan request, add reimbursement details and advance request.

Sale Order Processing: This module of Cube CRM application is used for order booking and order tracking. This module is also used for various level of approvals for sale order such Head of Department approval, commercial approval and technical approval et cetera. Each order is associated with a sale order number and one can track any order at any stage from creation to execution of the order.

Management Information Systems: This module is used to generate various MIS. There are various basic and advance filters available in software application to generate various reports. One can generate complaint summary and detailed list, status wise complaint, product wise complaint list, lead summary and detail, status wise lead list and many more for other modules also.