ORCA CRM

"The Killer CRM"

 

ORCA CRM offers the most suited solution for Indian businesses enabling you to boost sales and serve your existing customers better through excellent support and after sales service management. The web based CRM allows the users to access their data from practically anywhere in the globe.

 

PRE SALES

 POST SALES

 

Manage and track your leads efficiently by grouping      leads by priority, region, products etc.

Follow-up on leads using robust activity / task      management system.

Convert leads to opportunities enabling you to      monitor your opportunity pipeline to get a complete      snapshot of probable revenue generation across      various business streams.

Create and email personalised quotations with      multi taxation support.

Send SMS to your executives on field and notify      clients about new products on click of a button.

Generate different types of reports to indicate where      your business is coming from, what type of lead      source is most effective etc.

 

Manage client contracts with SLA details and      efficiently track expiring contracts.

Provide state of the art support to your customers      using comprehensive ticket management system      that facilitates excellent allocation of support staff      taking care of individual schedules.

Build comprehensive knowledge base to help      support staff solve issues more efficiently.

Auto ticket generation can be setup as part of a      contract; the ticket will be automatically generated      and assigned to an appropriate support engineer.

Interlinking between presales and post sales      modules enables efficient handover between      different teams.

Automatic views to see tickets raised by      accounts/contacts.

Generate periodic reports of how loaded your      support staff is, distribution of cases per product,      customers asking for the most service from you etc.

Track AMC renewals in the system so that you do      not miss any product/AMC renewal.

 

 

REPORTING, DATA SHARING, SECURITY & MISCELLEANOUS FEATURES.
 

    Extensive support for reporting and charting. Generate custom reports in the system and save them to re-run later again     and again.

    Complete control over each module along with operations allowed on each operation. You can
    assign different responsibilities to different people in our organization and enforce constraints in
         the system.

    Complete control over what data is visible to whom in the system.

    Create teams and share data with entire teams.

    Basic features for tracking invoices and payments.

    Smart Dashboard on start up gives you a snapshot of your related entities in the system.

    Basic level auditing to keep track of accidental deletions/updates in the system.

    Sync your activities and contacts with Microsoft Outlook.

    Higher Management can announce organisational changes to teams/employees.


 

 

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