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Most popular Customer Relationship Management (CRM) solution from Trizile!
( www.trizilecrm.com )
( www.trizilecrm.com )
Customer care is a critical part of any successful business. Managing your customers is very important in making your business organized, scalable and successful. Storing Customer information in spreadsheets, plain papers or emails can soon make it too difficult for you to manage and track your customers, sales leads, opportunities and payments.
Customer Relationship Management (CRM) systems enable organizations to better manage their customers and sales process.
TrizileCRM is a comprehensive tool that helps you not only organize your customer data but also streamline the entire process of sales, marketing and inventory management. TrizileCRM rovides you an easy means to track your sales leads from the time they are obtained until you close the sales. For example, you can organize all your contacts, accounts (clients) information, leads and potential customers, create marketing campaigns, prepare quotes, sales order/purchase order, create invoices, mail invoices and much more.
TrizileCRM helps you bond with your Customers!
Screenshots
- Manage leads end-to-end (from creating leads to converting them into opportunities)
- Capture leads directly from your Web site and transfer to Trizile CRM
- Customize online lead form as per your organization requirements
- Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns
- Add multiple products to the leads
- Qualify leads to next stage based on information captured in lead details
- Convert leads into sales opportunities, accounts, and contacts with a single-click
- Lead conversion mapping for all the custom fields
- Create fully customizable lead reports
- Export leads to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis
- Track all sales opportunities end-to-end in a sales cycle
- Associate opportunities with accounts, contacts, activities, and other modules to have a better visibility on the opportunities
- Generate quotes, sales orders, and invoices from the potentials
- Create fully customizable opportunity reports
- Export opportunities to spreadsheet software, such as Microsoft® Excel®, OpenOffice® and others to analyze the sales pipeline and quickly identify the bottlenecks if any
- Track all accounts and related contacts, opportunities, cases, and other details from a common repository
- Specify parent-child relationships between accounts and their subsidiaries or other divisions
- Import accounts from external sources, such as ACT, GoldMine, and other applications
- Generate quotes, sales orders, and invoices for the accounts
- Track purchase history of the customers and analyze opportunities for up selling and cross selling
- Create fully customizable account reports
- Export accounts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others to analyze the buying patterns of a customers and set up loyalty programs
- Attach customer-specific documents to accounts for a quick reference in future
- Track all contacts and related opportunities, cases, activities, and other details from a common repository
- Create the hierarchy of contacts within a company to have a better coordination while dealing with customers
- Import contacts from external sources, such as ACT, GoldMine, and other applications
- Export contacts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis
- Synchronize contacts with Microsoft® Outlook®
- Add all important customer-related e-mails to Trizile CRM for quick reference in future
- Store all the details of customer meetings and calls in a n intuitive calendar
- Manage daily tasks of the Trizile CRM users to have a streamlined sales process
- Pre-build reports for sales force automation
- Sales pipeline analysis by stage
- Monthly Sales pipeline analysis
- Sales opportunities by lead source
- Drill-down the dashboards by time and opportunity stage
- Add custom fields as per your organization requirements
- Customize tabs using drag & drop so that modules that are relevant to sales process can be shown
- Change the look and feel of the user interface using customizable themes
- Track all trouble tickets related to customers end-to-end as per organization's customer support process
- Associate trouble tickets with accounts, contacts, products, and other modules to have a better visibility on the trouble tickets
- Create fully customizable list views as per Support person's requirement
- Provide solutions to the trouble tickets submitted through Customer Portal
- Automatically update the status of tickets through E-mail
- Create fully customizable ticket reports
- Create customer support statistics to help the managers to plan for a better customer support process
- Create custom fields as per your organization requirements
- Manage product-wise Knowledge Base in a centralized location for a better resolution of trouble tickets within least possible time
- Associate Articles with trouble tickets and products
- Provide public access to the Knowledge Base only after approval
- Maintain up-to-date Articles in Trizile CRM based on customer suggestions & comments
- Fully customizable and you can deploy without hassles in your Web site
- Secured access to the Customer Self Service Portal
- Search Knowledge Base articles before submitting trouble tickets
- Constantly improve the quality of Knowledge Base by threaded discussions
- Notify trouble ticket update to the customers through E-mail
- Follow up the trouble tickets by threaded discussions
- Update customer profiles (limited functionality)
- Manage organization-wide marketing campaigns
- Track campaign effectiveness based on customer data
- Execute personalized mass mailing campaigns for the campaigns
- Trizile CRM E-mail Marketing
- Manage mailing lists based on existing data related to leads, accounts, and contacts
- Create HTML templates directly from the system
- Send mass E-mail campaigns from the selected mailing lists
- Manage organization-wide products
- Associate products with other modules for a better 360 degrees view
- Import product details from other applications
- Create custom product fields as per your organization's requirements
- Attach product-specific documents, such as collateral, license agreements, and others
- Upload product images for easy identification
- Export product details to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis
- Create Price Books as per customer segment and associate products with Price Books
- Procure products from the selected vendors list
- Track outstanding quotes from the quotes list view
- Add line items to the quotes and update subtotal, taxes, adjustments, and grand total amounts
- Select different prices for the same product as per customer segment
- Create printer-friendly Sales Quotes and deliver to the prospect customers through inbuilt E-mail service
- Create Sales Order or Invoice with a single click from the Sales Quote
- Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect
- Display quotes related to accounts under the related list
- Customize Sales Quote fields as per your organization's requirements
- Streamline organization-wide procurement and fulfillment processes with integrated approach of Trizile CRM
- Track outstanding orders from the orders list view
- Procure products from the best available Vendors/Manufacturers/Resellers list in Trizile CRM
- Manage up-to-date stock position by seamless integration between order fulfillment and available stock in your warehouse
- Customize Purchase Order (PO) and Sales Order (SO) fields as per your organization requirements
- Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the prospect while creating orders
- Add line items to the Orders and update subtotal, taxes, adjustments, and grand total amounts automatically
- Create printer-friendly Order (PO/SO) and deliver to the Vendors/Customers through inbuilt E-mail service
- Once the Sales Order is accepted, create Invoice from Sales Order with a single click
- Periodically notify the stock position to the parties concerned in your organization so that stock is always available to fulfill the outstanding orders
- Track outstanding invoices from the Invoices list view
- Create printer-friendly Invoices and deliver to the customers through inbuilt E-mail service
- Customize Invoice fields as per your organization requirements
- Add line items to the Invoice and update subtotal, taxes, adjustments, and grand total amounts automatically
- Customize Invoice fields as per your organization requirements
- Avoid duplicate work by dynamically displaying the Billing and Shipping addresses of the customer while creating invoices
- Associate invoices with the General Ledger account for hassle-free Book Keeping
© 2008 Trizile Technology Services India Pvt. Ltd.