Euphoria CRM Usage

Euphoria CRM LogoLead Management System - Euphoria CRM - Cloud Based Solution

Major Functionalities:

Lead Management System: Euphoria CRM is an effective solution for lead management. Managing leads is an essential part of any company's growth, ensuring there is no lead leakage. All leads are captured effectively from customer touch points. Our solution provides all the necessary tools to manage the leads effectively, including qualifying, scoring, nurturing, and reporting.

Quotation Management: Euphoria CRM allows generating multiple quotes for any particular lead. Quotes can be exported in PDF and shared with customers.

Customer Data Management: A tool to manage customer data and view their effective usage patterns.

Order Management: A tool to enter orders for customers and manage order status and payment receipt.

Complaint Management/Help Desk: Provides a process to handle all support requests and ensure their closure.

AMC/Contract Management: Provides tools to manage annual maintenance contracts and ensure timely renewal.

Sales Team Management and Tracking: Effective management of sales resources. Smart web & mobile platforms to access CRM from anywhere at any time. Real-time tracking of sales data, assigning sales targets, and tracking status vs. actual results.

Task Management and Reminders: Teams can schedule work and receive reminders to complete tasks, mainly for lead follow-up.

Detailed Functionalities:
Lead Management

Lead Management

Lead entry via web interface or mobile app. Lead follow-up, assignment, and categorization as Cold, Warm, and Hot.

Send Quotation

Send Quotation

Generate and send quotations to leads and customers via email and SMS.

Task Management & Reminder

Task Management & Reminder

Provide reminders for upcoming tasks and tasks to be done today.

Sales/Deal Closure

Sales/Deal Closure

Record deals/sales and attribute them to customers and the sales team.

Contact Management

Contact Management

Enter contact data with options to convert to lead and follow-up for sales closure.

Customer Management

Customer Management

Record customer data and profiles based on geo-location and business segments, helping to run marketing campaigns.

Product and Services Management

Product and Services Management

Provide products and services that can be availed by customers and that the sales team should focus on selling.

Manage Sales Team

Manage Sales Team

View sales team progress. Add and delete resources. Log and maintain work/task reports.

Sales Tracking

Sales Tracking

Real-time tracking of sales data. Web and mobile platforms provide smart access to CRM from anywhere.

Lead Generation

Lead Generation

Maintain a database of prospects and contacts. SMS, tele-calling, and email campaigns for business growth.

Product Integration

Product Integration

CRM integrates with Tally for customer data imports. Customer data can also be exported to Tally. Email and SMS integration is available.

Why CRM?

For any business, "Customer is King." Any successful business will fulfill customer needs and wants to their delight. The business will have complete information about the customer behavior.

CRM helps businesses build a relationship with their customers that, in turn, creates loyalty and customer retention. Since customer loyalty and revenue are both qualities that affect a company's revenue, CRM is a management strategy that results in increased profits for a business.

At its core, a CRM tool creates a simple user interface for a collection of data that helps businesses recognize and communicate with customers in a scalable way.

Maintaining a CRM tool is the basis for a scalable sales and marketing system. Any company will benefit from maintaining a record of which conversations, purchases, and marketing materials can be associated with leads and customers.

A CRM tool helps in profiling customer attributes and purchase habits. If you are a starter, here are a few questions to ponder:

  1. Do you have customer data?
  2. Is customer data profiled?
  3. Can you view all purchase records in one go for a particular customer?
  4. How do you handle your repeat customer?

A CRM tool also assists in managing new customer leads and assists in sales funnel management (SPANCO).

EUPHORIA CRM (Android App)

Link to App on Local Website: Euphoria CRM APP

Note for Device Settings:

Go to Settings -> Security and Privacy -> Install unknown apps -> Enable "My Files and Chrome (whichever browser you are using)"

Link to App on Google Play: Google Play

Privacy Policy

Access to the App: The app can be installed but can be used only if your organization uses Euphoria CRM and your admin has assigned access authority.

Data Collection: The data collected pertains to the sales process. It is stored on the cloud used by your organization. The app also displays CRM data. User login information is stored locally to avoid the need for repeated logins.

The app requests the following permissions:

  1. Internet Access and Network Connectivity: To save data on the cloud and check the status of network connectivity. (INTERNET, ACCESS_NETWORK_STATE)
  2. Device Location: To update the CRM about the location of the device. (ACCESS_COARSE_LOCATION, ACCESS_FINE_LOCATION). The location is used only when the app is active. No background process accesses the location data.
  3. Read Call Log: To show previous calls and assist in entering the data into CRM. (READ_CALL_LOG)

Useful Links: