CRM
Product Feature Summary
Why CRM?
Historical view and analysis of all the acquired or to be acquired customers.
360 view of Customer Data
Ease of Tracking leads and Existing Customer information
Customer Acquisition management - Lead To Cash/Bill
Automation of Orders and Activities to Resolve customer problems.
Customer Analytics and KPI measurement to track organization efficiency towards enhancing
Customer Relationship
Mechanism to Keep Workforce updated with every aspect of Customer (Customer Orders,
Service Requests, Invoice, Product Installation etc)
CRM Proposition - Key Modules
Customer Information Management
Lead & Prospect Management
Customer Support & Service Management
Customer Interaction Management
Customer Contract & Agreements Management
Customer Order Management
Customer Asset & 360 degree Information
MIS & Customer Analytics
CRM Enterprise Architecture
Application
Accessed via
Browser
Remote Cloud Server
Core
Application
Application
Accessed via
Browser
Application
Accessed via
Browser
Web
Server
Content
Manager
Core
DB
CRM Core Application
UI Style Sheets
Forms
UI Presentation Layer
Data
Binders
Authentication &
Authorization
App
Integration
Layer
Process Automation &
Workflow Layer
Application Layer
Data Models
Data Access Layer
ORM
Business Rule &
Application Logic
App
Integration
Layer
Customer Order Business Process
Customer
Lead
Product Installation
Service Activation
Lead
Qualification
Lead
Conversion
Order Fulfillment
Order Completion
Customer Order &
Quote Generation
Customer Agreement
Finalization
Customer Billing &
Invoicing
Example Order Scenario
Service
Order
Customer Orders for a
PABX Equipment &
Voice Service
Customer
Order
Simple But Effective
Workflow based
processing
Ease of Defining
process
Equipment
Installation
Order
Ease of Defining KPI &
Business Metrics
Example Order Scenario: Order Processing & Decomposition
Service Order
Service
Order
Assign Task to
Service Manager
Intelligent
Decomposition
Activity to Raise
order with Service
Provider
Workflow based
Automation
Activity to register
customer for Billing
Configurable list of
Tasks and Owners
Assigned for Tasks
Example Order Scenario: Intelligent Work Task/Activity Allocation
Equipment
Installation Order
Installation
Order
Assign Activity to skilled
Engineer for PABX
Equipment ( Assignment
based on Skills)
Intelligent
Activity
Routing
Activity to Raise order with
Service Provider
Orchestration
of Events
Activity to register customer
for Billing
Maintain
Correlation of
Events
Example Order Scenario: Order Completion
Completion Of all Activity
Tasks
Installation
Order
Customer updated at every
step
Customer confirms Working
Condition of the Product
Customer Order
Intelligent
Activity
Routing
Orchestration
of Events
Customer Details registered
for Invoice & Subscription
Service Order
Creation of Customer
Service Agreement
Maintain
Correlation of
Events
Process Automation: Configuration against Customisation
Changes to business processes driven via more configuration and lesser customisations.
Client has the flexibility to configure and stitch together business processes as per need
Effective User Management through User Groups, Roles and Responsibilities.
Scalable Architecture to handle multitude of Business Processes.
Why Choose Technicious For your CRM?
We pride ourselves in delivering Value through our products & services
We understand CRM and its overall benefits to the Enterprise willing to implement it.
We have experience in delivering under pressure and reduced Time to Market Scenarios
We can deliver Cloud based solutions that are responsive and suited for dual purpose use( As Mobile Web Application and
Desktop web Application)
We promise delivery of Solution that is License Agnostic or Technology agnostic.
Our solution is all based on open source and non-license based widely popular and powerful Technical platforms such as
Python, Java, Php etc. This infact brings down the cost to a larger degree
We believe in owning End to End Management of the Solution including the Hosting part as we liaise with the cloud vendor on
your behalf and resolve any technical hosting problems which may arise
We Showcase value through data points. Infact we put in place KPI metrics that enables you track overall business efficiency
Our Recent Deliveries
Customised online Order Management and CRM based Tool
for a leading Interior design Startup
Full Suite ERP for a leading Camshaft Automotive Part
manufacturer in India
Full fledged Service Request Management suite Integrated
with SAP CRM and ERP
