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Cost & Sell. CRM sample презентация
Содержание
- 1. Cost & Sell. CRM sample
- 2. Features List The C&S CRM covers full
- 3. Login Screen Follow these steps to login
- 4. User Dashboard User Dashboard After successful login
- 5. Create Inquiry/Project/Revisions & Offers Project/Inquiries are created
- 6. Search & Sorting: The Projects can
- 7. Project/Product Specifications/Details
- 8. Attached Project Documents
- 9. Project/Product details export to excel
- 10. Project Costing Fully Customizable project costing options,
Features List The C&S CRM covers full life cycle of projects. The main features are listed below. Inquiry Generation Project Costing Approvals Proposal Generation Project Revisions. Multiple keyword real time
Слайд 2Features List
The C&S CRM covers full life cycle of projects. The
main features are listed below.
Inquiry Generation
Project Costing
Approvals
Proposal Generation
Project Revisions.
Multiple keyword real time search options
Project internal communication with measureable task Assignments
Management Reporting
System Customizations
Administration
Inquiry Generation
Project Costing
Approvals
Proposal Generation
Project Revisions.
Multiple keyword real time search options
Project internal communication with measureable task Assignments
Management Reporting
System Customizations
Administration
Слайд 3Login Screen
Follow these steps to login into application:
Go to Sign-in screen.
If
you have already an account, Enter username and password.
Click on [sign me in] button to login.
If you do not have an account, click on “Register a new membership” link to create a new account.
By “I forgot my password” link user can restore old password and can create a new password.
After successful login, user’s dashboard will appeared.
Click on [sign me in] button to login.
If you do not have an account, click on “Register a new membership” link to create a new account.
By “I forgot my password” link user can restore old password and can create a new password.
After successful login, user’s dashboard will appeared.
Слайд 4User Dashboard
User Dashboard
After successful login into application, dashboard will display to
every user.
Слайд 5Create Inquiry/Project/Revisions & Offers
Project/Inquiries are created from the following screen the
required details are fully customizable according to your organizational requirements.
Approved Customer Offer can be seen upon click on offer button as marked below.
Project Revisoins can be done by clicking on the button in the marked in the box.
Approved Customer Offer can be seen upon click on offer button as marked below.
Project Revisoins can be done by clicking on the button in the marked in the box.
Слайд 6Search & Sorting:
The Projects can be searched from the search
bar with any keywords, sorting is possible on all given values starting from inquiry no to project status.
Search and sorting can be used simultaneously for easy information access.
On sales person level the user only see his inquires respectively.
Search and sorting can be used simultaneously for easy information access.
On sales person level the user only see his inquires respectively.
Слайд 10Project Costing
Fully Customizable project costing options, with global and individual Projects.
