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Sales and Customer Management Module

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The sales and customer Management is tightly integrated with the BOQ Management module. BOQ's are the task and Material that will be used in the project construction. In eresource, the BOQ's are integrated with Assembly Masters.

This Module comprises of Contact Management and Sales Order Processing Management. It is an integrated solution comprising of marketing and sales activities. Organization can act immediately to improve sales, service and marketing effectiveness by using this Module. Eresource Sales Management module is all about retaining customers, improving customer loyalty and gaining customer insight.

This module also help to you getting your customer order management easier day by day. Whether it is maintaining customer information, quickly creating a quote or migrating them to sales order or being responsive to your customers, we provide you right solution and efficient flow of information.

The functionality of eresource nfra ERP in the Sales Management module is designed with the objective of allowing maximum flexibility and adaptability in its execution, needed in any commercial process.

 
  Dashboard
CRM dashboard provides a real time snapshot of your organization's key metrics.
 
  CRM Dashboard
 
  Followup List
Followup List enables each sale Lead / Calls to be classified as per the priorities, such as Moderate, Low and High for easy identification.
 
  Followup list
 
  Sales Lead
Sales lead module in eresource nfra automates lead generation, lead tracking, follow-ups etc.
 
  Sales Lead
 
  Sales Enqiry
The modules provides one of the important functions in the sales enquiry, i.e. the provision to update/add BoQ items.
 
  Sales enquiry
 
  Sales Quotation
Facilates quotation funcions such as:- Apply Resources to multiple BOQ Items at one time; Cut, copy and paste rates/rate between concurrently loaded projects; Provision to Export Subcontractor Activities in Spreadsheet and many many more.....
 
  Sales Quotation
 
  Sales Order
Converting Order from Finally Ammended Estimation.
 
  Sales Order
 
  Sales Report
Sales Report in nfra ERP provides you with several reports like Lead by Source, Lead by Region, Open Sales Agencing, Sales Performance Activity, Log and more.
 
  sales report
 
  Screen shot of Sales Funnel
Page provides a clear view of Sales.
 
  Sales funnel
 
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ERP Links

In order for a software system to be considered ERP, it must provide an organization with functionality for two or more systems.

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ERP SaaS Model

With the eresource SaaS (Software-as-a-Service) model, the system is becoming a popular choice among the SMEs in India Go to details

  • Implement ERP without any investment
  • Big bonanza for small and medium sized industries
  • Log onto your ERP system from anywhere
  • No capital investment
  • No Hardware cost
  • No IT ream needed to maintain the system
  • No maintenance hassle
Read more about our SaaS Model
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Our Clients' List

Our client are the most valued, vital aspects of what we do and who we are. Without our clients, our work would have no meaning. View our clients' list

image Extinct Fire Engineers image Excel Gas & Equipments image Guardwel Industries image Niton Industries image Star Auto Industries image Narshi Nenshi & Sons image Ashar Locker (India) P.Ltd image Sleek International image International Industrial Equipmnet FZCO image P. M. Auto Electro Pvt. Ltd image Fairfield Engineering image Saizer Enterprise Pvt. Ltd image Petrogas Piping Middle East FZCO image Pradman Engg. Services Tulip Lab Private Ltd. image Sunny Drapes image Vora Packaging image Ami Polymer image VSCL image Hind Tools image Cabs 24x7 image Marvel Vinyls Limited image Apex Ecotech Pvt. Ltd. image Mascot International image Akry Organics Pvt Ltd. image NewAge Fire Protection image Industries Pvt. Ltd. image Esaar International image Jalan Wires Private Limited image Artee Flow Controls P. Ltd. image Ashish Interbuild image Empitex Fabrics Pvt. Ltd. Go to our detailed clients' list page
 
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Construction ERP Module Demo

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Exclusive ERP Training

eresource Academy

eresource Academy is a knowledge hub that promotes ERP related learning, knowledge sharing and capability development across different industry.
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