Fobess CRM

accelerator

FobessHRM

Experts consider a customer relationship management system (CRM) the backbone to any organization. When was the last time you checked the health of your CRM?

Learn about CRM

Customer Relationship Management is a widely applied model for handling business relationship with customers, clients, and sales leads. It includes technology to arrange, automate and align business processes mainly prime sales activities also associated marketing, customer service and technical support.

The overall objectives are to find, entice and win new customers, assist and maintain those the organization already has, lure former customers to come back and reduce the expenses of promotion and customer service. Customer Relationship Management explains a company-wide business technique such as customer-interface divisions as well as other departments.

 CRM Software

The term CRM explains strategies, software, and often Internet abilities developed to help companies handle client connections in a structured fashion. CRM Software is a large class of programs basically designed to help businesses handle their customer information.

There are three basic categories in CRM Software. First one being Contact Management which allows companies with ability to arrange and handle their clients and records, monitor all the associated interaction and activities, and execute follow ups. Sales Force Automation is the second group which includes all the factors of contact management also contributes features to track sales possibilities, review all relevant communication, activities and generate reports on sales forecast data.

CRM Software makes up the third category and combines all the capabilities of the first two as well as capabilities for monitoring accounts, bookkeeping, invoicing and devising order information, and more. CRM Application generally provides the capability to monitor and execute every element of a business with a customer in focus, right from approaching based on information lead to providing those demanded services and making a continued business relation with them.

The need and Invest in CRM?

While CRMs have typically been seen as a computerized way to monitor and sustain customer contact information, Nowadays CRMs are sharp, fast and includes the most up-to-date processing technology available. The CRM can be the device used to set and evaluate sales goals and objectives, develop, design and monitor all e-mail marketing campaigns and also interfacing with social media accounts.

CRM's significance in the market place has also expanded. By having sales, marketing and customer service-on the single page the organization becomes more effective and hopefully more profitable by relating customer needs with company offerings.

Considerations while choosing the best CRM

     Platform

  • How much flexibility is there in the software hence the organization can make its own process?
  • How simple is it to set up the application or to get start with Internet-based solutions?
  • How simple is it to include information from other resources into the software?
  • How scalable is the application or on-demand solution?
  • Will it provide what you need to deliver with regards to performance?
  • Will it provide portals or front end displays to help colleagues work together with one another?

      How Easy to Implement CRM?

  • Are you looking for software installed in your system?
  • Are you looking for on-demand/SAS/cloud computing internet based systems?
  • Are you looking for software on your machine while you travel?
  • Are you looking for a dial-up using a browser?
  • Are you looking for mobility software in Laptop or Mobile?

Social CRM

To reach more customers and prospects, Fobess CRM is integrated with social networking sites like Facebook, Twitter, LinkedIn, Google + and YouTube where lakes of members are associated with. This envisions better customer relationships with better interactions and builds business success.

Key Features

More Information on Customers

Enables to derive more information about a prospect customer like designation, schooling, location, contact information, professional background also various other details associated with a specific account or lead or contact. These details help in follow-up and further interaction for a prospect success.

Assist in faster decision making

Allows replying to a comment from a customer regarding a product update also helps in conversation with a prospect customer to get right results right from CRM itself.

Knowing Customer Better

Helps to maintain a constituent relationship with a prospect customer also after sales have been effected by having a watch and understanding the customer better.

 

Mobile CRM

Fobess CRM application is integrated with a dynamic mobile application solution to access CRM data anywhere, anytime by using mobile phones, iPhone, iPod, Tablet, Android and Blackberry. With Fobess CRM mobile version allows you to manage business, collaborate with team and take right decision from anywhere you are.

Consistent Customer Interactions

Enables to access customer information and also respond to calls or emails instantly from anywhere you move. It is also possible to locate customer address information using the Map feature.

Better sales follow-up

Having all the latest business related information wherever we move thought our mobile phones it avoids us from losing any customer call or meeting. Hence we are able to follow all the business follow-ups regularly.

CRM access from anywhere

Able to access information even in remote locations where mobile or Wi-Fi network is not available. Updating will automatically synchronize once connected to a network. Fobess CRM is can be accessed also in the mobile phones web browser.

Key Features

Opportunities

  • Add tasks, activities and notices to a lead, contact or account
  • Create, Edit, View and Delete records from your mobile or any hand held device
  • Transfer contacts from your mobile phone to Fobess CRM applications
  • Transfer contacts and leads from CRM application to mobile devices
  • Send emails, handle calls to every account.
  • Log call made to all accounts and contacts instantly
  • Able to search for records either in server or in device
  • Locate address directions using Map function

 

Marketing Automation

Marketing is generally a hard task for many organizations to develop, manage and execute marketing functions. This crucial activity concerned with success for all businesses goes largely ignored, resulting in reduced income and profit. Fobess CRM challenges all that with the marketing automation solution were marketing is approached with unmatched accuracy, coordination and responses.

  • Build target based marketing campaigns based on customer profile and history.
  • Initiate email campaigns Across time specific promotions and opportunities.
  • Monitor promotion expenses in real-time
  • Focus and develop the quality of lead generation

By integrating marketing automation with Fobess Sales Force Automation CRM you can track responses easily to find what’s happening, modify efforts on the go and improve your marketing ROI.

Key Features

Design, Develop and Execute Marketing Campaigns

  • Plan and develop activities targeted on marketing, objectives and messaging
  • Set success standards and evaluate campaign effectiveness
  • Recognize all queries, leads and sales to marketing campaigns

Enrich Email Marketing

  • Manage and organize mailing lists based on real-time lead, contact and sales data
  • Develop dynamic email templates with fobess Rich-Text HTML editor to improve effectiveness
  • Schedule and send large email campaigns to selected or all collected leads and contacts

Evaluate Marketing Performance

  • Study campaign performance using various parameters like mailing lists, accounts mail or by industry or others to get instant understanding
  • Allow access to reports in public and/or private folders based on specific user roles and rules
  • Provide information with high visual and context rich dynamic interactive dashboards
  • Customize dashboards with different Bar, Funnel, Pie and Line type charts to give glanced and detailed analysis.

 

Email Integration

In any business, major communications with customers takes place by emails. Considering this fact Fobess CRM is built with email solutions using which we can capture, collate and distribute customer emails within or from CRM system.

From CRM itself we can receive notifications and reply to customer emails thereby saving time and going back-and-forth to application. All mails whether received or sent is stored and organized for easy and instant access.

Fast Notifications

Fobess CRM is merged with brilliant scanning systems to scan only relevant and important and prospective emails from customers, hence instant reply to mails follow-up tasks and write important notes.

Better Customer Profiles

Customer emails in CRM data is linked with lead prospect to have better interactions and get more information of customer always in hand.

Organize Emails

Arrange all customer emails and data?s within Fobess CRM system. Hence easily switch between email and CRM modules in the same browser page is possible.

Share Emails

Fobess CRM enables to collaborate emails from prospect customers within organization from CRM system itself.

Collaborate with any Email Client

Handles emails instantly within CRM from various other email clients like Gmail, Google, Yahoo, Outlook and others.

Plugin for Microsoft Outlook

Microsoft Outlook is the most extensively used email client Fobess businesses and organizations. Keeping in view of this Fobess CRM is integrated with functions of Microsoft outlook where all Outlook features like Contacts, Calendar, Tasks and Emails are shared with Fobess CRM. This makes to easily manage email sharing and moving important information within organization and all

Key Features

  • Align Contacts, Calendar and Tasks between Microsoft outlook and CRM.
  • Share Outlook Inbound and outbound emails with leads or contacts in Fobess CRM
  • Edit Lead or Contact email message or file attachments in Fobess CRM without modifying original message.
  • Adjust problems while merging with contacts, calendar and tasks so that there will not be any customer data mismatch.

 

Reporting

Fobess Customer Relationship Management enabled with dynamic reporting features for advanced analysis and accounting. Fobes Reporting makes it easy to customize you fobess CRM data the way you like. Easily create sales shapes, know profit or loss rates and know sales predictions. Focus sales team performance and track key performance indicators and do may more business functions.

You can share the reports and dashboards with your colleagues and even collaborate with them in creating concerned reports. You can send reports by emails automatically by setting schedules print them and convert to various other formats like pdf, html and xls.

With advanced features blended in CRM, enables to easily analyze and identify the data in fobess CRM to indicate right performance and decide effective business decisions to increase sales and profits.

Key Features

Smooth Integration

With Fobess CRM your data get lined automatically with Fobess Reports and access a full-fledged business intelligence tool within your fobess CRM account.

Dedicated CRM Analytics

Derive your CRM data according to your need instantly and know your performance indicators immediately to manage your sales prospects.

Dynamic Reports and Dashboards

Fobess generates ready reports and dashboards in various views and models to forecast the real value from analysis. Also enabling to build reports and dashboards with just drag and drop feature without wanted to have IT help.

Various Reporting Components

Use various types of charts, pivot tables and tabular to view components to build perspective reports and dashboards.

Set, Schedule and Print Reports

Set timing for emails to send automatically and also print reports.

Merge Reports Anywhere

For broader activity imply reports and dashboards Fobess websites, blogs and applications.

Joint Analysis

Share and develop reports and data with colleagues within organization securely and accurately with fine access controls.

 

Projects Integration

Fobess CRM with Fobess Project integration is very useful for professional services and other project based companies. It helps Fobess CRM customers to plan, execute and organize all the projects right from there CRM account.

Key Features

  • Create a new project or associate a project portal direct from Fobess CRM account
  • Create or align projects right from accounts, contacts or prospects modules
  • Make CRM users to view the project status right from accounts, contact or prospects modules.
  • Monitor the full customer business cycle in a single place right from generating leads to understanding customer requirement to execution of the complete project.

Project Sharing Business Scenario

Take a typical business scenario for project integration with CRM solutions. Consider a mid-sized design company having a set of people to interact with customers for either getting new business or projects. They also have a design team to carry out the actual design work. In this case how a project manager monitors and tracks the progress of all the customer projects for execution, is to be viewed.

The help where Fobess CRM provides in this scenario

  • To maintain customer information within Fobess CRM
  • To add projects specific to customers in fobess CRM
  • To execute all projects from Fobess CRM
  • To View the status of all the projects executed to specific customers in Fobess CRM
  • To imply necessary actions based on the completion status of the projects.

Social CRM

To reach more customers and prospects, Fobess CRM is integrated with social networking sites like Facebook, Twitter, LinkedIn, Google + and YouTube where lakes of members are associated with. This envisions better customer relationships with better interactions and builds business success.

Key Features

More Information on Customers

Enables to derive more information about a prospect customer like designation, schooling, location, contact information, professional background also various other details associated with a specific account or lead or contact. These details help in follow-up and further interaction for a prospect success.

Assist in faster decision making

Allows replying to a comment from a customer regarding a product update also helps in conversation with a prospect customer to get right results right from CRM itself.

Knowing Customer Better

Helps to maintain a constituent relationship with a prospect customer also after sales have been effected by having a watch and understanding the customer better.

 

Mobile CRM

Fobess CRM application is integrated with a dynamic mobile application solution to access CRM data anywhere, anytime by using mobile phones, iPhone, iPod, Tablet, Android and Blackberry. With Fobess CRM mobile version allows you to manage business, collaborate with team and take right decision from anywhere you are.

Consistent Customer Interactions

Enables to access customer information and also respond to calls or emails instantly from anywhere you move. It is also possible to locate customer address information using the Map feature.

Better sales follow-up

Having all the latest business related information wherever we move thought our mobile phones it avoids us from losing any customer call or meeting. Hence we are able to follow all the business follow-ups regularly.

CRM access from anywhere

Able to access information even in remote locations where mobile or Wi-Fi network is not available. Updating will automatically synchronize once connected to a network. Fobess CRM is can be accessed also in the mobile phones web browser.

Key Features

Opportunities

  • Add tasks, activities and notices to a lead, contact or account
  • Create, Edit, View and Delete records from your mobile or any hand held device
  • Transfer contacts from your mobile phone to Fobess CRM applications
  • Transfer contacts and leads from CRM application to mobile devices
  • Send emails, handle calls to every account.
  • Log call made to all accounts and contacts instantly
  • Able to search for records either in server or in device
  • Locate address directions using Map function

 

Marketing Automation

Marketing is generally a hard task for many organizations to develop, manage and execute marketing functions. This crucial activity concerned with success for all businesses goes largely ignored, resulting in reduced income and profit. Fobess CRM challenges all that with the marketing automation solution were marketing is approached with unmatched accuracy, coordination and responses.

  • Build target based marketing campaigns based on customer profile and history.
  • Initiate email campaigns Across time specific promotions and opportunities.
  • Monitor promotion expenses in real-time
  • Focus and develop the quality of lead generation

By integrating marketing automation with Fobess Sales Force Automation CRM you can track responses easily to find what’s happening, modify efforts on the go and improve your marketing ROI.

Key Features

Design, Develop and Execute Marketing Campaigns

  • Plan and develop activities targeted on marketing, objectives and messaging
  • Set success standards and evaluate campaign effectiveness
  • Recognize all queries, leads and sales to marketing campaigns

Enrich Email Marketing

  • Manage and organize mailing lists based on real-time lead, contact and sales data
  • Develop dynamic email templates with fobess Rich-Text HTML editor to improve effectiveness
  • Schedule and send large email campaigns to selected or all collected leads and contacts

Evaluate Marketing Performance

  • Study campaign performance using various parameters like mailing lists, accounts mail or by industry or others to get instant understanding
  • Allow access to reports in public and/or private folders based on specific user roles and rules
  • Provide information with high visual and context rich dynamic interactive dashboards
  • Customize dashboards with different Bar, Funnel, Pie and Line type charts to give glanced and detailed analysis.

 

Email Integration

In any business, major communications with customers takes place by emails. Considering this fact Fobess CRM is built with email solutions using which we can capture, collate and distribute customer emails within or from CRM system.

From CRM itself we can receive notifications and reply to customer emails thereby saving time and going back-and-forth to application. All mails whether received or sent is stored and organized for easy and instant access.

Fast Notifications

Fobess CRM is merged with brilliant scanning systems to scan only relevant and important and prospective emails from customers, hence instant reply to mails follow-up tasks and write important notes.

Better Customer Profiles

Customer emails in CRM data is linked with lead prospect to have better interactions and get more information of customer always in hand.

Organize Emails

Arrange all customer emails and data?s within Fobess CRM system. Hence easily switch between email and CRM modules in the same browser page is possible.

Share Emails

Fobess CRM enables to collaborate emails from prospect customers within organization from CRM system itself.

Collaborate with any Email Client

Handles emails instantly within CRM from various other email clients like Gmail, Google, Yahoo, Outlook and others.

Plugin for Microsoft Outlook

Microsoft Outlook is the most extensively used email client Fobess businesses and organizations. Keeping in view of this Fobess CRM is integrated with functions of Microsoft outlook where all Outlook features like Contacts, Calendar, Tasks and Emails are shared with Fobess CRM. This makes to easily manage email sharing and moving important information within organization and all

Key Features

  • Align Contacts, Calendar and Tasks between Microsoft outlook and CRM.
  • Share Outlook Inbound and outbound emails with leads or contacts in Fobess CRM
  • Edit Lead or Contact email message or file attachments in Fobess CRM without modifying original message.
  • Adjust problems while merging with contacts, calendar and tasks so that there will not be any customer data mismatch.

 

Reporting

Fobess Customer Relationship Management enabled with dynamic reporting features for advanced analysis and accounting. Fobes Reporting makes it easy to customize you fobess CRM data the way you like. Easily create sales shapes, know profit or loss rates and know sales predictions. Focus sales team performance and track key performance indicators and do may more business functions.

You can share the reports and dashboards with your colleagues and even collaborate with them in creating concerned reports. You can send reports by emails automatically by setting schedules print them and convert to various other formats like pdf, html and xls.

With advanced features blended in CRM, enables to easily analyze and identify the data in fobess CRM to indicate right performance and decide effective business decisions to increase sales and profits.

Key Features

Smooth Integration

With Fobess CRM your data get lined automatically with Fobess Reports and access a full-fledged business intelligence tool within your fobess CRM account.

Dedicated CRM Analytics

Derive your CRM data according to your need instantly and know your performance indicators immediately to manage your sales prospects.

Dynamic Reports and Dashboards

Fobess generates ready reports and dashboards in various views and models to forecast the real value from analysis. Also enabling to build reports and dashboards with just drag and drop feature without wanted to have IT help.

Various Reporting Components

Use various types of charts, pivot tables and tabular to view components to build perspective reports and dashboards.

Set, Schedule and Print Reports

Set timing for emails to send automatically and also print reports.

Merge Reports Anywhere

For broader activity imply reports and dashboards Fobess websites, blogs and applications.

Joint Analysis

Share and develop reports and data with colleagues within organization securely and accurately with fine access controls.

 

Projects Integration

Fobess CRM with Fobess Project integration is very useful for professional services and other project based companies. It helps Fobess CRM customers to plan, execute and organize all the projects right from there CRM account.

Key Features

  • Create a new project or associate a project portal direct from Fobess CRM account
  • Create or align projects right from accounts, contacts or prospects modules
  • Make CRM users to view the project status right from accounts, contact or prospects modules.
  • Monitor the full customer business cycle in a single place right from generating leads to understanding customer requirement to execution of the complete project.

Project Sharing Business Scenario

Take a typical business scenario for project integration with CRM solutions. Consider a mid-sized design company having a set of people to interact with customers for either getting new business or projects. They also have a design team to carry out the actual design work. In this case how a project manager monitors and tracks the progress of all the customer projects for execution, is to be viewed.

The help where Fobess CRM provides in this scenario

  • To maintain customer information within Fobess CRM
  • To add projects specific to customers in fobess CRM
  • To execute all projects from Fobess CRM
  • To View the status of all the projects executed to specific customers in Fobess CRM
  • To imply necessary actions based on the completion status of the projects.

Plan and Pricing

BASIC
Basic features for
per user
Request Quote

  • Includes the following
    features:
  • Web-capture leads,
    contacts & accounts
  • Lead management
  • Accounts & Contacts
    management
  • Dashboards and reports
    with team views
  • Social CRM
  • Import and Export
  • Task automation
  • Email templates
  • Mass email
  • Integrated E-marketing
    services(email
    campaigns)
  • Document management
  • Calendar and activity
    management
  • Standard security
    settings, including
    user permissions
    and access
  • Lead routing &
    assignment
  • Automated activity
  • Sales opportunity
    management
  • Outlook Integration
  • Mobile Access
PROFESSIONAL
Professional features for
per user
Request Quote

  • Includes all Basic
    edition features, plus:
  • Advanced
    administration
    and deployment options
  • Unlimited custom
    app development
  • Private Cloud Integrated
    (on demand only)
  • Web services
    API availability
  • Dedicated database
  • Help desk & support
    (email)
  • 24x7 support
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Additional Information

If you would like additional information on Services/Industries Solutions or other ABMCG solutions or services, please contact us