Euphoria CRM - Cloud Based Solution
Lead Management + Help Desk + AMC + Customer Feedback Surveys (CSAT/NPS)
Lead Pipeline
Capture → Assign → Follow-up → Close
Quotations
Generate + PDF share
Help Desk + AMC
Support tickets + renewals
Survey Feedback
CSAT/NPS via Email/SMS
Major Functionalities
Euphoria CRM helps you manage leads, customer communication, service requests, and renewals in one place.
- Lead Management: Capture leads, qualify, score, nurture, and track conversions.
- Quotation Management: Create multiple quotations per lead, export PDFs, and share with customers.
- Customer Data Management: Maintain customer profiles and usage patterns.
- Order Management: Record orders, manage status, and track payment receipts.
- Complaint Management / Help Desk: Log support requests and ensure closure.
- AMC / Contract Management: Manage AMCs and ensure timely renewals.
- Sales Team Management & Tracking: Assign targets and track performance on web + mobile.
- Task Management & Reminders: Follow-up reminders and planned meeting scheduling.
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Customer Feedback Survey Module: Create CSAT/NPS surveys, send invites via Email/SMS, and track responses.
Use after: Deal closure / Ticket closure / AMC renewal / Training completion.
Detailed Functionalities:
Lead Management
Lead entry via web interface or mobile app. Lead follow-up, assignment, and categorization as Cold, Warm, and Hot.
Send Quotation
Generate and send quotations to leads and customers via email and SMS.
Task Management & Reminder
Provide reminders for upcoming tasks and tasks to be done today.
Sales/Deal Closure
Record deals/sales and attribute them to customers and the sales team.
Contact Management
Enter contact data with options to convert to lead and follow-up for sales closure.
Customer Management
Record customer data and profiles based on geo-location and business segments, helping to run marketing campaigns.
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
View sales team progress. Add and delete resources. Log and maintain work/task reports.
Sales Tracking
Real-time tracking of sales data. Web and mobile platforms provide smart access to CRM from anywhere.
Lead Generation
Maintain a database of prospects and contacts. SMS, tele-calling, and email campaigns for business growth.
Product Integration
CRM integrates with Tally for customer data imports. Customer data can also be exported to Tally. Email and SMS integration is available.
Customer Feedback Survey
Create feedback surveys, send invite links via email/SMS, and track responses to measure customer satisfaction and improve retention.
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. CRM also helps measure customer satisfaction using feedback surveys and strengthens long-term retention.
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:
- Do you have customer data?
- Is customer data profiled?
- Can you view all purchase records in one go for a particular customer?
- How do you handle your repeat customer?
▣ CRM Terminology
▣ Euphoria CRM Setup Guide
▣ Euphoria CRM Lead Management User Guide
▣ Euphoria CRM Survey Management User Guide
▣ Sales Funnel Management (SPANCO)/Lead Life Cycle
▣Mastering the Five Stages of Lead Management with Innoforia’s Euphoria CRM
▣ Customer Life Cycle (CLC)
Industry Specific CRM
Generic B2B/B2C CRM
Invoicing, Payment Receipt
Real Estate CRM
Maintain Property Details, Requirement Matching
Education CRM
Student enrollment, fee collection and management
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:
- Internet Access and Network Connectivity: To save data on the cloud and check the status of network connectivity. (INTERNET, ACCESS_NETWORK_STATE)
- 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.
- Read Call Log: To show previous calls and assist in entering the data into CRM. (READ_CALL_LOG)