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Construction CRM

eresource Construction CRM


eresource CRM enables construction companies to automate many manual
processes and track all building projects by location, type and sector.
1. eresource CRM manages:
t sales process
rack pipeline activity
control job progress

engineers,
contractors
construction suppliers
architects

3. Saves time and improves customer experience.

Features Of eresource CRM


Sales and Negotiation Bible
Questionnaries Master
Questionnaries Display
Followup List
Sales
Sales Lead
Order Management
Sales Enquiry
Sales Quotation
Sales Order
Pending Approval
Pending Lead
Pending Enquiry
Pending Order
Pending Quotation
Sales Reports
:Lead By Source
Open sales Ageing
Sales Performance
Activity Log
Key Performance Indicator
Sales Funnel
Lead by Region

Dashboard
Todays scheduled
activity list

Date wise pending


Activity list

eresource CRM dash board provide a real time snapshot of your organization key metrics. Using dash
board you can easily visualize the oportunities , approach, status of sales-lead in SPANCO model i.e
SuspectDefinition Prospect Identification ,Approach -Analysis Evaluation and qualification of
requirements, identification of the solution Negotiation, Closing Finalization , Order Ongoing Account
follow-up and Order management and sales monitoring

Questionnaries Display
According to category and related
the question and answer will be
displayed

Resulted Questions

Followup List
Follow up list enables you to maintain the
follow ups of all sales call. Each sale Lead /
Calls can be classified as per the priorities, such
as Moderate, Low and High for easy
identification.
Add your new followups
Priority of follow-up

View

Sales Lead
It will automates lead generation, lead tracking, follow-ups etc., in simple yet
incredibly powerful fashion.
Related information of Customer

See the folloups as shown in


the previous slide

You can add your new followups


as shown in previous slide

Sales Enquiry
The most important factor in the sales enquiry is the provision to update/add BoQ items.
General information

Provision to attach any format


file related to your enquiry

Enquiry can be
tagged /Notified to
multiple
Associates/User

Sales Enquiry (Client Detail Tag)


Where you will have the complete information of client, consultant details
Client Details

Consultant Details

Sales Quotation
Apply Resources to multiple BOQ Items at one time.

Amount
Destributio
n

Related
Associate

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Sales Estimation

Add material

Offer format
Detail
Quotation

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Sales Order
Converting Order from Final Ammended Estimated.
Financial terms and
condition

Attachment of related
document

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Pendings
You can see all your pending leads,enquiry, Quotation, Order in this page.
Where the green colour indicate unseen transaction

View

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Report
You can see reports for Lead By Source,Lead by region,open sales performance,
activity log key performance indicator

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Sales Funnel (S.P.A.N.C.O. Model)

Suspect
Close

Prospect
Approach

Order

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Registered Office:
eresource Infotech Private Limited,
TMA House 1st floor, Road No. 16,
Plot No. 6,Wagle Estate ,Thane (West)
Tel: +91 22 41118000 to +91 22 41118050 (50 Lines)
www.eresourceerp.com | http://nfra.eresourceerp.com/
Dubai
P O Box 52034, Dubai UAE
Mobile Number: 0097155 9018499
Email: sn@eresourceinfotech.com

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