Success Story - Customer Relationship Management (CRM) Solution for a US based Company

Customer Relationship Management Solution

The Client

A USA based company providing services to customers for domestic work. They manage their clients, scheduling worker for their tasks and maintain the employee details, who execute the assigned tasks.

The Requirements

To automate the manual process for the administrators across the globe as a web application that is automatically synchronized. There was a need of centralized database from where the management can monitor activities in each office and manage their staff.

The Challange

	To electronically manage all the data of employees and clients simultaneously.
	To manage payments received from clients.
	To view and perform scheduling task between clients and employees.
	To take timely back up of data.
	To print details of services provided.

The Solution

To maintain the information regarding the employees and client. The client may have multiple sites with varied tasks. The OCRM provides the client with proper scheduling ability according to the site, day and time. The client has convenience to request globally or locally according to the site of task. The client finally pays the dues and the task is updated as completed.

The Benefits

	Supports multiple users and ability to add new users and limit their access to CRM.
	Data backup on daily bases.
	Provides a secure environment.
	Schedule management.
		Provides a graphical, interactive calendar to show date, time, resource allocated (employees), and time frame estimation of job/service duration.
		View of Appointment by their types i.e. by service orders (completed/outstanding), by estimates, by resource assigned (employee name), state, region, zip code etc.
		View of clients by their categories/markets i.e. by corporate, private, others, etc.
		Allow to schedule more than one job during the same time period.
		Print job schedules on client, date, resource, and market basis.
		Allow to schedule recurring service orders.
	Client management.
	View client profile.