Samarth Bharat Infotech


Customer Relationship Management

  • Customer relationship management (CRM) is a widely implemented model for managing a company’s interactions with customers, clients, and sales prospects.
  • It involves using technology to organize, automate, and synchronize business processes.
  • The overall goals are to find, attract, and win new clients, service and retain those the company already has.
  • The goal of any CRM system is not only keeping track of customer information, but also enabling ease of doing business for your customers.
  • The CRS commonly involves a few concepts like project costs, business requirements and key performance indicators.
  • A successful CRM implementation must take into consideration how different users will use the system. End users can come in many forms, such as executives, customer service agents,marketing managers, or sales vice presidents just to name a few.
  • After you get a clear understanding of your customer’s purchases, locations, and CRM activities, it is then best to understand how those customers interact with you by mailing and meeting conduct for future communication.
  • Generation of quotations as per the requirements of customers and sending mail with pdf of the quotation to the customers.
  • Generation of the work orders of approved quotations.