CRM (Customer Relationship Management) in ERP System

Each business emphasizes on a long-time period relationship with clients in blooming marketplace of recent time. Customer’s expectations are no longer most effective confined to get first-class products and services, additionally they need a face-to-face enterprise in which they want to acquire precisely what they demand and in a short time.

CRM is a concept or approach to solidify relation with customers and at the same time decreasing cost and improving productivity and profitability in commercial enterprise. A perfect CRM Software is a centralized collection all statistics resources below an organisation and provides an atomistic real-time vision of patron statistics. A CRM System is big and extensive, however it could be implemented for small commercial enterprise, as well as big enterprises additionally as the primary aim is to help the clients efficaciously.

A business unit consists of various departments which have access to customer’s information either directly or indirectly. A CRM System piles up this data centrally, examines it and then makes it addressable inside all the departments.

Let us take an instance of a call center which uses a CRM System and is included with a phone and a computer machine or laptop. Now this device mechanically perceives which customer is calling. Before the call centre agent attends the call, the CRM System brings forth the customer info at the computer or laptop display screen and suggests what the possibility of deals is with that customer, what customer had already purchased or ordered in past and what is the opportunity of buying in destiny. not only this, it could additionally spotlight what all products suites this customer. For finance department, it can show the facts concerning the contemporary stability and for accounting department it is able to come out the information concerning the recent purchases by the customer. most of these portions of information are stored in the CRM database and can be accesses whenever needed.

As per this example, CRM System presents a properly-described platform for all enterprise units to engage with their customers and fulfil all their needs and demands very efficiently and to build strong relationship.

This sort of relationship with customers isn’t always smooth to manage and it depends on how the systematically and flexibly a CRM system is carried out or implemented. however, once it’s integrated, it serves the best manner in coping with customers. As a result, customers feel self-satisfaction and loyalty which ends up in higher bonding with supplier and therefore growing the business.

A CRM System isn’t always most effective used to cope with the prevailing customers however is likewise beneficial in obtaining new customers. The manner first starts with figuring out a customer and retaining all the corresponding info into the CRM System which is also known as an ‘Business Opportunity’. The sales representatives then strive getting business out of those customers through sophisticates follow up with them and changing them right into a winning deal.

CRM is vital part of an ERP System. Customer Relationship Management strategies have given a brand-new outlook to all the suppliers and customers to maintain the business going underneath a respectable and trustworthy relationship via fulfilling mutual needs of purchasing and selling. Value Added Tax (VAT) has been implemented in UAE recently so before buying ERP Solution, companies should make sure that it is an ERP System with VAT.

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VAT IS coming Next year(2018)

Get it configure early to avoid delay and penalty because of heavy demand

VAT in UAE will become a major change that is required in your company.

Inteslar has a comprehensive ERP Solution that is fully compatible with UAE laws and regulations.

It is just over a couple of months now before the UAE transitions from essentially a zero-tax environment to one in which VAT will be a fact of life, and for many businesses and consumers

The FTA has urged all businesses to learn and understand the implications of the VAT system and to align their work with the reporting and compliance requirements by the government. Businesses are also asked to ensure that they meet the conditions that allow them to uphold their obligations, which might call for making certain changes

Even if you don’t find VAT that baffling, you may want to ensure that you or your organization are accounting for VAT correctly. So how do you ensure that you can deal with transactions and VAT with confidence? This is where we can help you.

Enterprise Resource Planning (ERP)

Enterprise Resource Planning (ERP) is defined as integrated management of core business processes.

In modern ERP software, each business process is managed separately and then linked and integrated with other business processes.

Following are core business processes that makes a ERP Software comprehensive:

  1. Sales
  2. Finance
  3. Purchase and Manufacturing
  4. Inventory
  5. Human Resource (HR)

Sales

Sales includes Customer Relationship Management (CRM), Sales Management, Subscription Management.

Finance

In finance, ERP Software covers accounting, invoicing, expenses etc

Purchasing and Manufacturing

In purchasing ERP Software includes Vendor Management, Billing, Supply and in Manufacturing it links different departments like finance, inventory etc

Inventory

This business process includes warehouse management and inventory is linked with sales, purchase, manufacturing etc.

Human Resource (HR)

This include all HR operations like Employees Management, Leave Management, Appraisals etc

Inteslar offers an excellent Enterprise Resource Planning Software. In inteslar’s ERP Software every business process is a separate module. This module based ERP Solution helping lot of companies in UAE to run their Businesses easily, efficiently and smoothly. inteslar’s ERP Software is beautiful, easy to use and rich in reporting and loaded with business intelligence.

Moreover, inteslar’s in-house development team can customize this state of the art ERP Software for any kind of requirements.

Document Management System

Introduction

are you tired of managing piles of papers in your office? do you find it difficult to track invoices, bills, passport copies, quotations…etc?

Many organizations waste significant amount of time in useless efforts to organize physical files, sort and archive them.

inteslar document management system is the solution to your daily pain, it allows you to scan and upload all of your documents to a user-friendly system that organizes everything for you, from user permissions to approvals and expiry dates.

you can organize physical files in documents, each document could contain one or more physical file.

The system allows you to easily backup and archive files on the file system.

 

Features:

  1. Simplified file uploading
    upload files using our easy to use controller that allows you to upload multiple files at once, you can also delete, cancel and preview files individually or all together
    add document
  2. Document Versioning
    allow users to upload multiple versions of the same document, our intelligent solution can handle conflicts and can freeze changes of previous versions, this feature is significantly important for documents with expiry dates, for example an uploader might want to upload a new passport scan of the same person after expiry of the old passport.this is also applicable in the case of IDs, resident visas, certifications or anything with an expiry date.
  3. Effective Notifications
    Some documents can trigger specific events such as expiry dates, for each document you are able to specify who receives a notification when a document expires or requires approval, assign notified users from hereeffective notifications
    you can easily add / remove users from the notification lists as required, search for an employee by first or last name and easily locate by typing even few letters.

     when a user receives a notification, a beautiful and easy to use icon is displayed, clicking on any notification will land the user on the page where he needs to action, not only that, we also send email notifications to the users who are selected to be notified, they can view on any device and approve documents on the fly.
    notifications

  4. Approvals
    Send documents to management in order to approve, reach to multiple layers in the organization by adding as many approvers as you wish, emails are sent whether a document is approved or rejected and notifications are showed on the system.it is also possible to customize this solution so that when a document is approved or rejected, a specific action -or list of actions- is triggered and executed, this is useful in complicated scenarios whereas further automation is necessary.
  5. Outstanding Dashboards
    inteslar DMS lands the users upon login to a beautiful dashboard that allows him/her to know the whole story at a glance, see all document types that are about to expire in a simple manner.each user can customize his dashboard to display widgets that built in the system, choose from multiple carefully designed widgets that we picked up just to make your life simpler.

    it is obvious that you could add and remove widgets as you wish, just go to settings and remove instantly.
    dashboard