C R M

Customer Relationship Management

Customized and Integrated EVOLUTION CRM is the perfect interface between your business and customers. Process-driven solution that covers marketing, sales and customer service, allowing organizations to efficiently manage the complete customer journey from lead to order, and to ongoing account maintenance.

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C R M

Customer And You

EVOLUTION CRM is designed to assist the processing of Leads, Marketing and Sales. With EVOLUTION CRM, a business can provide quotations, purchase orders, invoices and delivery orders to customers that are based on information logged in the CRM, enabling the user to access current and historical customer data, including shipping obligations, scheduling, material costs and more, to provide precise assessments of job length and scope.

SOLUTION

Lead

EVOLUTION Lead management software lets you manage the information and activities required for qualified leads to become customers. The goal of lead management software is to help you convert your prospects into customers. This can be done by managing the information and activities involved in the process like creating forms, contact lists, follow-ups.

LEADS

Functions

1

Generation

Generate leads from different sources, save in custom format. Using the categories identified as a good fit, decide which sources are right for you.

2

Manage

Filter, Categorize, Qualify and Target leads to improve sales efficiency and create a more personalized promotion for positive prospects.

3

Nuture

Lead nurturing is the process of maintaining communication with leads which leads to buyers make an informed buying decision.

4

Campaigns

Fine-tune your marketing campaigns and focus on strategies that work. Campaigning across different sources and channels and increase conversion rate.

5

Analysis

Lead scoring tells you how campaigns are faring and how leads are responding, leading to better campaigns and conversions.

SOLUTION

Marketing

EVOLUTION Marketing software has everything you need run your operations with ease. Market data from Sales teams, Vendors etc can all be captured to Strategize your efforts. Plan and execute wide range of marketing activities, maintaining marketing Inventory, effort, time and budget. Organize campaigns for all your locations and markets.

MARKETING

Functions

1

Research

Integrate survey, sales, customers, vendors with other data sources into one powerful market analysis system that allows for more impactful insights.

2

Strategy

Strategy is the source for all of the goals, key resources, and project owners, define the strategy, ensure there are clear owners, and tie strategy to tactics.

3

Promotion

Designed for marketing promotions, the system streamlines promotional planning and execution across offline and ecommerce channels.

4

Inventory

Maintain exhaustive inventory of marketing Inventory. Reduce costs, eliminate out of date material and project latest information.

5

Campaigns

Empower your team to seamlessly and efficiently plan, organize, and execute marketing campaigns managing, resource, time and budgets.

SOLUTION

Sales

EVOLUTION Sales empowers businesses with a powerful, yet easy to use, tool for managing customer relationships and closing sales. Centralize all of the interactions that you have with your potential customers. All sales processes are automated to maximize effciency right from proposals to deliveries.

SALES

Functions

1

Proposal

Upload proposals of Resource, Time and Budget from Vendors into built in EDMS. Historical data can be used to chose the right proposals.

2

Quotation

Designed to make the process of creating quotes less error prone, more efficient and more profitable. Successfully manage the quotes and negotiations cycle.

3

Purchase Order

Upload purchase order from customers, relate them to quotations and store them in the internal EDSM for reference anytime.

4

Order Process

Process sales orders fulfillment, dropship, shipment, packing list, work orders, and more. Process these orders efficiently, giving you a complete overview.

5

Billing

Track your sales or services rendered, who was billed, the fees or charges applied, and payments. It eliminates parallel efforts in other systems.

Time

Every aspect of software design - UI/UX Logic and Data is tuned to perfection to provide you the best.

Effort

Pipelined deployment of modules based on priority, need and rational leads to successful schedules.

Capital

Access to multiple support levels ensure your change requirements on time with least downtimes.

ALL YOUR BUSINESS NEEDS

Plethora of Features

Exhaustive features that emcompass all aspects of savings at every step.

Pipelines

Multiple pipelines for all process to indicate status graphically.

History

History of document from lead to payment stage.

Reports

Unlimited reports for all departments and designations.

Titbits

Minute valuable information presented at the right moment. Ex Customer sales history in a small graph.

IoT

Seamless integration with IoT enabled devices.

Calendars

Multiple graphical calendars to indicate contact, expiry, due dates, etc.

Timeline

Graphical timelines for all process and documents with alerts, messages, status, etc.

Tasks

Graphical timelines for all process and documents with alerts, messages, status, etc.

Global

Currency, taxation, process ex E-way bill, Free trade zones etc.

Automation

Automation for approvals, checks, moq, etc.

Communication

Inbuilt messaging service for process, document related communication.

Merge - Breakdown

Merge or breakdown, tasks or documents.

Multidevice

All operations on all devices based on access control.

Dashboards

Separate dashboards for each department and designation.

EDMS

All external documents / pictures / files can be stored with respect to sale and other internal documents.

Geo tagging

Geo-tagging of generated documents for better tracking.

Multistage

Customized approval stages for each process.

THEY TRUST US

CRM Customers

LIGHTING TECHNOLOGIES
ADVANCED MICRO SERVICES
JSA WEBSOLUTIONS
ADVIKA VENTURES
CUSTOMER SPEAK

What do they think

SVEGG CRM is very intuitive to use and helps the user to have a great management experience. The CRM modules are well defined and organized, which helps users to solve customer-related issues with ease. It is having the various functionality and flexibility features to handle the customers and their needs.
Malatesh P
CEO, Apple
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