CRM Process Management

CRM Process Management

Understand your customers’ tastes and requirements with precision and effectiveness and serve them in the way they want. eSalesTrack Customer Relationship Management (CRM) process management tools are specially designed for streamlining small and medium business CRM practices.

As you know, a satisfied customer can bring many other customers to you, and CRM is the process of doing it in a planned way. eSalesTrack CRM process management tools follow a set of simple customizable rules that helps in planning, implementing and analyzing CRM processes in the right way. eSalesTrack CRM process management involve the following steps.

  • Getting all key information needed for CRM process.
  • Sorting the key information to find right opportunities.
  • Delivering appropriate information to users who need.
  • Planning marketing management, contact management, leads management, sales management and after-sales management processes.
  • Pleasing customers with respect to set rules and plans.
  • Regularly keeping the contact with the customers.
  • Providing real-time reports and analysis about on-going processes

eSalesTrack is an inherently mobile CRM software. The CRM process management tools are available on a variety of online, wireless and offline devices. eSalesTrack is also an Open Source CRM Software; light and easily customizable. CRM process management through eSalesTrack offers the following benefits to SMBs.

  • Better organized and accessible centralized enterprise database.
  • Customer retention through innovative programs.
  • Easiest info sharing between company departments and team members.
  • Savings of costs through automation of all key processes.
  • Right practices for sales, customer service, marketing, and leads management.
  • Help in problem identification and solving.

eSalesTrack web based Sales Force Automation
helps you in automating all the following tasks with ease:

  • Account Management
  • Contact Management
  • Opportunity Management
  • Product Management
  • Quota Management
  • Product Catalogs Creation
  • Activity Management
  • Setting up Customizable Dashboards
  • Custom Status Reporting
  • Sales Document Storage
  • Lead Routing
  • Lead Assignment
  • Territory Management
  • Event Calendaring
  • Task Management
  • Partner Tracking
  • Sales Forecasting
  • Sales Pipeline Visibility
  • Sales Analytics
  • Sales Process Guide
  • Customization Analytics