Introduction to Customer Relationship Management.

Customer relationship management in Boon is one of many different approaches that allow a company to manage and analyse its own interactions with its past, current and potential customers. It uses history of customers' transactions with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.

Customer Relationship Management.

Customer Relationship Management (CRM) module is Boon has been designed to maintain the information of leads, opportunities, as well as customer information. It also track various sales and marketing activities such as tasks, appointments etc. There is also provision to maintain Contact information for the leads and customers.

The key features of this module is as follows:

• Create and maintain Lead/Customer information. CRM module systematically enables more effective Lead/Customer management, accelerate the processes and achieve more economic results.

• Opportunity Management. Sales person can classify his leads into opportunity, so that further actions on that lead can be planned with accuracy.

• Lead/Customer Information and contacts. Information regarding various contacts can be maintained in Boon. This will facilitate in getting the information with greater ease.
• Activities and Tasks. Various tasks like information regarding meetings, sales campaigns can be recorded, as well as attach files related to the activities.

Reporting.

Standard reports are available with rich parameters and options. With the help of easy-to-use options, Excel, PDF, text documents can be transferred easily to different environments. There are provision to get output of customer/ Lead with address and other information. 

Integration.

The Customer Relationship Management module works in an integrated manner with many modules in the system to ensure an effective sales process. Information added to lead will automatically carried forward to customer. We can access Tasks and activities from both lead as well as customer.