Effective Quote & Order Management in CRM

Call it Order or Proposal or Quote, manage it with ease using Maple CRM solution. We understand that you want to send elegant and informative quotation to your customers that too without spending much of your precious time. Maple CRM make it easy for you to configure, generate and store your quotations.

Your sales staff can quickly generate intuitive price quotes for your products/services to any clients.

Quick Highlights:

1. Instantly generate quotes and orders through the application.
2. Easy management of quotations under opportunities or customers.
3. Apply discounts, taxes as well as include terms & conditions.
4. Configure the quotation profile with default values and use it quickly to create quotes in less than a minute.
5. Create time-limited quotes and enable options to approve or cancel the quotes for easy tracking.
6. Track the status of Quotes and easily convert them to Invoices.
7. Send Quotations directly to customers with template based emails. Saves up your time in a big way.
8. Choose the quotation templates that best suits your business model.
9. Automate the calculation of total, discounts and taxes. You don’t need to spend an extra minute for any calculation.
10. Configure multiple quote profiles and save time as well as resource to replicate the same set of information for different types of quotes.

The solution also supports Product Catalogue where you can define all your products and its rates so that you can simply pull it over when generating the quotes.

Maple CRM’s Quotation Management provides your organization to seamlessly generate unlimited quotes. Maintain confidentiality by enabling access control to the quotation management feature in terms of who can create it and who can view it.

Configure your price Quotes with Maple CRM’s easy to use ‘Quotation Management Feature‘. If any questions, please contact our team directly via Phone or Email. Visit our Website at http://www.maplecrm.com

Smart way of Customer Management

If you are thinking that managing business and customers is a difficult process, then you haven’t used a CRM solution yet. Get to know Maple CRM and see how it can simplify your business process. It can make your business life so much easier. That’s not only to it. With Maple CRM, you can go mobile to stay connected to your customers quickly, track the status, etc. while on the go.

Simplifying your work process

One of the biggest daunting task that you face everyday is to find ease to do things. But here in Maple, we have worked our way out to make it easy for you do different tasks from the same window. For example, updating customer details & history, sending email, updating status, re-assigning it other user, adding reminders, etc. can all be tedious if you have to switch windows to perform these. Maple not only makes it simple but also captures these updates automatically for your record.

Easier Customer Interactions

Maple enables easy interaction with customers through email and sms. Create intuitive HTML email templates and use them to send instant mailers to your leads and customers. Same goes with SMS. Just have it ready before in hand and send it when needed.

Secure Document Storage

We know that there are many bills, valuable files, quotations, brochures that you may have designed and sent it to your customers and you would want to store all of them for future reference. What better way to attach it along with your customer details in your CRM system. Way too easy for you to locate it when you need it.

There are much more to add to the list. Plus more new features are coming up soon. Stay tuned in and do like our Facebook page.

Understanding CRM Software for Customer Management

CRM is an important strategy that extends across all levels and processes of a business organization. The best CRM is the one which can bring together all the data from all corners as well as from outside to give a better view of the business and its customer interaction.

We all know that CRM is designed to improve the business operations and growth. CRM software can streamline the process, manage all customer data and can also increase the performance and efficiency of your business.

As beneficial as CRM can be, it has even more capabilities when they integrated into wider business processes.

Not only for Sales, Marketing or Customer Support, CRM solutions can be applied to Customer Life Management which can help in improving customer relationships and thus can improve customer loyalty.

Customer Life management is the entire relationship period that your customer is engaged with your business. Longer customer relationships should be the goal to make Customer Management a success. Firstly, engaging the customers to know about your business & different services. Once they become your customer, the next step is to retain their loyalty. This may help in bringing in more business through referrals or recommendations.

CRM Solutions can be integrated to several other solutions that would help you to have everything you need in a single location with all your departments connected to it. This can then allow businesses to provide a more seamless service to customers with an efficient tool.

CRM Automation in Business

CRM can change your business. When properly used, CRM can speed up, reduce your time, money and effort.

Maple CRM gives you an edge of CRM automation in every part of the customer relations from sales to service management. Maple CRM can make your business workflow process more powerful.

The key to good management of your business is knowing every part of your sales effort, marketing campaigns. CRM Automation software keeps track all these for you. Maple CRM ensures that no aspect of your business is left unattended.

Maple also integrates your business rules into all work processes.

The above snap shot describes how rule configuration can be set in your Maple CRM so that payment/renewal reminders can be sent to customers automatically!

For more details, please visit http://maplecrm.com

Cloud Solutions for your Business requirements

You can't find what you are looking for? Are you looking for solutions that match your exact requirements? You want to discuss your requirements with someone who can adress your needs and find a solution?

Do visit us at http://clientfisher.com/ or drop us an email at info@clientfisher.com

We make sense of your requirement.

We can analyze your business requirements for you and provide you with a solution that can can help you ease your business process.

We at Clientfisher offer you flexible computing solutions. Our solutions are designed to address the special needs of your business.

Our solutions range from Storage solutions, Small Business Solutions, Mobility Solutions, Office Management and Customer Management. Talk to us about your specific needs.

Improving Customer Relationships

The future holds a different role for CRM as we enter the era of Customer focus. Focus on the customer now matters more than any other strategic imperative. CRM Technology has to bring in a connection which can help in understanding, connecting with and serving customers. Effectively managing your company’s relationships with those who buy and use your company’s products and services is very important.

Managing customer relationships has become a top priority for continued business success. Tough economic conditions, the increasing cost of doing business, competition levels, and the need to support and personalize every customer interaction are forcing business and technology leaders to think about the CRM life cycle beyond just any other simple tool.

CRM is not just defined as a process or methodologies for strategic decisions or to manage customers. It supports the key activities of targeting, acquiring, retaining, understanding and collaborating with customers.

Keeping track of customer details is an important part of providing long-term (and loyal) customers with what they want, when they want it.  With a fast evolving market, businesses are expected to keep up with all their customer needs.  How are you supposed to keep up? With so many questions and so less resources to take care of the queries, how easily this can be managed?

If you would like help answering that question and deciding if a CRM software solution is right for your business, then discuss your CRM requirements with our specialists from Maple CRM.  Our team of experts can help you find a CRM solution that suits your business needs and goals.

CRM Highlights

Highlights of Maple CRM system:

Extend your CRM

Integrate your Maple CRM account to your website or webpages. Customize your application to capture leads directly from website.

Track your Sales Activities

Monitor complete sales cycle of your business. Analyze your sales activities and plan your strategies to meet your margins.

Get connected to Customers

Engage and be connected with your prospects and customers. Communicate to customers right through your CRM application.

Bring Automation

Automate many of your routine tasks and save time. No more administrative work when using Maple CRM.

Secure Document Storage

Store all the documents, bills, quotations associated to a Customer at one place. Search and tag the customers easily. Send documents to Customers directly through Email.

SMS based Lead Generation

Sales agents can generate leads quickly through just a simple SMS. Your Sales Executives need not be always connected to internet to access CRM system.

Customer Support Desk

Manage virtual support desk with Web Interface. Simple and an efficient way to handle all your customer services queries.

Sales Analytics & Reports

Get insight on sales progress and performance. Make better decisions with CRM reports.

For more details, visit http://maplecrm.com