Industrial ERP Software Development company in Udaipur
To keep record of clients, running projects, employees daily tasks and hence to smoothen the workflow within an organisation.
To check what tasks are assigned to which employees.
Create accounts, Change Passwords, Assign different roles to users.
To do list
The project is now assigned to responsible employees with target date and work description.
Records everyday meeting details such as client’s name, agenda of meeting, date of meeting etc.
Initial form filled to keep record of client details such as name, contact no, email id, designation, company name, company address etc.
It includes detail of products such as Mfg no., Mfg value, Trading no., Trading value, Export no., Export value, Total order value
To judge client’s interest in product a form is filled which includes project name, project status, contact person, Capability-Aptitude-Attitude-Time (CAAT) analysis
To give offers to client if they are not convinced. It negotiates amount, quantity to make a good deal. Offer no. is generated on submitting form. Maintain follow ups with clients
When the deal is finalised CAF form is generated with CAF no. and other details such as date of delivery, order category(Urgent/Special/Regular), PO type(Domestic/Export)
If the project is approved PDF no. is generated for that project. Expected delivery time and cost as per client choice is mentioned in a form. It also tells this project has been assigned to which employee.
Reports can be created for Daily meeting,Expected order list, Identify Project database, Approach pdf, Proposal, Order booking, Pending quiry, Sales Coordinator report, Initiate Report