Performance of your organization and your workflow can be optimized for better output. Original Equipment Manufacturer (OEM) can manage their workflow with Solid Performers CRM in an organized manner. You can also get third party integration to make CRM an ideal solution for your organization. You can store data of your leads and clients and keep the entire communication record for future reference. CRM allows you to have real time access from any device.
All in One CRM
Manage your complete business process flow end to end from collecting an enquiry till its closure with post booking service & support functions.
Collect all your enquiries from various channels into our CRM directly. Send them an automated welcome email or sms to get the prospect active.
Never miss a followup from now on. Get daily & hourly followup updates on a seperate page with the option to filter and contact them based on various criterias.
Collect all related documents regarding the service and manage all the documents under every enquiry or customer. No need to search for it everytime. Our system will accept various formats.
Tasks and notifications in the calendar are a handy CRM feature for patients. The system informs you about complete schedule for the doctors in one view. You can also get the overview of leads.
Click to Convert
In a well-designed CRM, convert your lead to a client in one click and with that get all the details mapped in client page. Do things faster and smarter. Also get the details of clients in one view.
Standardize your workflow with CRM and automate every stage from lead allocation to auto email and sms triggers.
Be up to date and never miss a follow-up. Get prior notification for all the follow-up updates for leads and clients
Access the CRM from anywhere using any device. Our mobile application allows you to work from any location.
With this phenomenal CRM get integrated from third party and get leads from different sources or add manually data’s in CRM and view all the update of your lead in the view section. You can quickly search and filtering data based on date, contact, name, group, status. It helps you to segregate and see which product or services are meeting customer demands in market.
Meet your client’s requirement and satisfy them with you products. Satisfied clients are the important pillar of any successful organization and in order to gain their loyalty and for better understanding CRM is proved to be beneficial. OEM Manufacturers needs to adapt the strategy of maintaining long term relation with their clients and here CRM helps you in maintain relation.
Creating and maintaining proposal and searching them whenever required manually are tough task for OEM Manufacturers. In the vast demands of OEM products CRM allows you to focus on your clients by simplifying you work load of maintaining proposal and searching. CRM allows you to see the entire proposal created under your lead and client
You can convert you proposal into invoice in one click. You can also lower down your workload by creating the quotation and you can send via WhatsApp directly or you can also download the pdf. Default setting for invoice is also possible and all invoices will be recorded in the clients profile for future reference.
With Solid Performers CRM you can now create, store, manage and customize the contact. With quickly searchable feature in the CRM you can check the contact of any person and you can link up with the client. CRM allows you to automatically track the information such as communication details that are linked to the contacts.
Create multiple tasks in Solid Performer CRM and mention the due date of the task, description of task and you can also put the priority of the task whether is urgent or not. While creating a task you can allocate it to your employee and they will receive a notification that they have been allocated a task. Task management brings the effectiveness and efficiency in the workflow.
Create and manage the detailed record of your product. You can also manage the inventories of that particular product with their pricing and tax’s. It helps you at the time of creating invoice by allowing you to select the existing item from your product list. We provide your real time access to your sales reps via mobile application or browser.
Creating and managing your projects is an essential part for OEM Manufacturing industries. Using Solid performers CRM you can create a project with the start date- end date and can allocate it to your employee. Sub task can also be created and CRM allows your user to update the task progress. You can keep a track of the task progress assigned to the team.
CRM allows you to create your employees account and just by create an employee role you can provide them with some authorities and restriction based on your company’s workflow. You can keep a track of your employees. This feature assists you to know the performance of your employees and it also helps you in your regular business operation.
Solid Performer CRM allows you to check daily punch-in & punch-out of your employees. Admin of the CRM can track timesheet of all their employees. This module also helps you in adding any remark in their timesheet.
Try it Completely Free Trial for 7 Days!Get a complete access to the All in One CRM for 7 days. Use it. Experience it. And then make your wise decision.
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