{"id":1704,"date":"2024-07-05T06:37:43","date_gmt":"2024-07-05T01:07:43","guid":{"rendered":"https:\/\/skysoftconsultancy.com\/cognitivesys\/?page_id=1704"},"modified":"2024-10-10T15:08:50","modified_gmt":"2024-10-10T09:38:50","slug":"customer-relationship-management","status":"publish","type":"page","link":"https:\/\/skysoftconsultancy.com\/cognitivesys\/solutions\/generic-erp-modules\/customer-relationship-management\/","title":{"rendered":"Customer Relationship Management"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"1704\" class=\"elementor elementor-1704\">\n\t\t\t\t<div class=\"has_eae_slider elementor-element elementor-element-8bb4878 e-flex e-con-boxed e-con e-parent\" data-eae-slider=\"93526\" data-id=\"8bb4878\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5a95ab4 elementor-widget elementor-widget-image\" data-id=\"5a95ab4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/skysoftconsultancy.com\/cognitivesys\/wp-content\/uploads\/2024\/09\/sales-crm-overview-pic.png\" title=\"\" alt=\"\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"has_eae_slider elementor-element elementor-element-4e5582a e-flex e-con-boxed e-con e-parent\" data-eae-slider=\"23003\" data-id=\"4e5582a\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9b5b601 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"9b5b601\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Customer Relationship Management (CRM) is an essential process that helps companies manage interactions with customers and potential customers. CRM streamlines processes, builds customer relationships, increases sales, improves customer service, and ultimately boosts orders and profitability.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"has_eae_slider elementor-element elementor-element-586f4711 e-flex e-con-boxed e-con e-parent\" data-eae-slider=\"67573\" data-id=\"586f4711\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"has_eae_slider elementor-element elementor-element-149f8fc0 e-con-full e-flex e-con e-child\" data-eae-slider=\"27276\" data-id=\"149f8fc0\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3fe45260 elementor-widget elementor-widget-elementskit-heading\" data-id=\"3fe45260\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"elementskit-heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" ><div class=\"ekit-heading elementskit-section-title-wraper text_left   ekit_heading_tablet-   ekit_heading_mobile-\"><h2 class=\"ekit-heading--title elementskit-section-title \">Cognitive offers a comprehensive CRM application that includes<\/h2><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2844114 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"2844114\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ol><li><strong>Sales CRM<\/strong><\/li><li><strong>Service CRM<\/strong><\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-428fc26b elementor-widget elementor-widget-elementskit-heading\" data-id=\"428fc26b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"elementskit-heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" ><div class=\"ekit-heading elementskit-section-title-wraper text_left   ekit_heading_tablet-   ekit_heading_mobile-\"><h2 class=\"ekit-heading--title elementskit-section-title \">Sales CRM<\/h2><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-702efec elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"702efec\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Sales CRM offers enterprise-wide features to track sales activities, such as lead generation and follow-ups by the sales team. It automates and facilitates the sales force, enhancing productivity. Key features include:<\/p><ul><li style=\"list-style-type: none;\"><ul><li>Defining the sales force hierarchy<\/li><li>Geographic region distribution<\/li><li>Capturing enquiries from various sources<\/li><li>Uploading prospective client information<\/li><li>Daily Call Report (DCR) from the sales force with built-in approval workflow<\/li><li>Lead generation, follow-up, and qualification<\/li><li>Defining Bill of Material (BOM) or Bill of Resources (BOR) for qualified leads<\/li><li>Cost estimation capabilities<\/li><li>Proposal generation, approval process, and email delivery to clients<\/li><li>Proposal follow-up and status updates in DCR<\/li><li>Order status updates<\/li><li>Reports and analytics<\/li><\/ul><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cb8eacf elementor-widget elementor-widget-elementskit-heading\" data-id=\"cb8eacf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"elementskit-heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" ><div class=\"ekit-heading elementskit-section-title-wraper text_left   ekit_heading_tablet-   ekit_heading_mobile-\"><h2 class=\"ekit-heading--title elementskit-section-title \">Additional features<\/h2><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dd24107 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"dd24107\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>Bulk email campaigns<\/li><li>Price list reference on mobile browsers<\/li><li>Target setting by product\/service, quantity, or value<\/li><li>Business share allocation among the sales force based on contributions<\/li><li>Field visit conveyance approval and payouts<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1a2c200 elementor-widget elementor-widget-elementskit-heading\" data-id=\"1a2c200\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"elementskit-heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" ><div class=\"ekit-heading elementskit-section-title-wraper text_left   ekit_heading_tablet-   ekit_heading_mobile-\"><h2 class=\"ekit-heading--title elementskit-section-title \">Service CRM<\/h2><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e0f0e14 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"e0f0e14\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Service CRM is an after-sales service ticketing system that goes beyond basic ticketing. It handles post-sales activities such as site studies, implementation, and commissioning. Key features include:<\/p><ul><li style=\"list-style-type: none;\"><ul><li>Warranty support with Service Level Agreement (SLA) attribute definitions<\/li><li>Installation reports and warranty details linked to sales orders<\/li><li>Product or service ticket classification<\/li><li>Resource skill set definitions<\/li><li>Resource allocation based on skill sets<\/li><li>Daily Call Report by service engineers for in-house or field service activities<\/li><li>Preventive maintenance scheduling, reminders, and completion reports<\/li><li>Post-warranty AMC contract definitions<\/li><li>Spare consumption tracking for each AMC contract or sales order<\/li><\/ul><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a0c6ae6 elementor-widget elementor-widget-elementskit-heading\" data-id=\"a0c6ae6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"elementskit-heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" ><div class=\"ekit-heading elementskit-section-title-wraper text_left   ekit_heading_tablet-   ekit_heading_mobile-\"><h2 class=\"ekit-heading--title elementskit-section-title \">Reports and analytics<\/h2><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b086180 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"b086180\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>Product population under warranty or AMC<\/li><li>Downtime and response time reports<\/li><li>Spare consumption reports<\/li><li>Field service performance reports<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-06e687f elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"06e687f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Cognitive&#8217;s CRM solutions are designed to enhance sales and service efficiency, providing comprehensive tools to manage customer relationships effectively.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dc74e96 elementor-widget elementor-widget-text-editor\" data-id=\"dc74e96\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong><em>You may also interested on below information<\/em><\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"has_eae_slider elementor-section elementor-top-section elementor-element elementor-element-45e1bf3 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-eae-slider=\"1314\" data-id=\"45e1bf3\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"has_eae_slider elementor-column elementor-col-20 elementor-top-column elementor-element elementor-element-ab0405d\" data-eae-slider=\"25147\" data-id=\"ab0405d\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-846f24d elementor-align-left elementor-widget elementor-widget-elementskit-button\" data-id=\"846f24d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"elementskit-button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" >\t\t<div class=\"ekit-btn-wraper\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/skysoftconsultancy.com\/cognitivesys\/solutions\/generic-erp-modules\/financial-management\/\" class=\"elementskit-btn  whitespace--normal\" id=\"\">\n\t\t\t\t\tFinancial Management\t\t\t\t<\/a>\n\t\t\t\t\t<\/div>\n        <\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"has_eae_slider elementor-column elementor-col-20 elementor-top-column elementor-element elementor-element-9cd1556\" data-eae-slider=\"68263\" data-id=\"9cd1556\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ae1d2f6 elementor-align-left elementor-widget elementor-widget-elementskit-button\" data-id=\"ae1d2f6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"elementskit-button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" >\t\t<div class=\"ekit-btn-wraper\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/skysoftconsultancy.com\/cognitivesys\/solutions\/generic-erp-modules\/human-capital-management\/\" class=\"elementskit-btn  whitespace--normal\" id=\"\">\n\t\t\t\t\tHuman Capital Management\t\t\t\t<\/a>\n\t\t\t\t\t<\/div>\n        <\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"has_eae_slider elementor-column elementor-col-20 elementor-top-column elementor-element elementor-element-50c53fe\" data-eae-slider=\"91179\" data-id=\"50c53fe\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0dc5118 elementor-align-left elementor-widget elementor-widget-elementskit-button\" data-id=\"0dc5118\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"elementskit-button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" >\t\t<div class=\"ekit-btn-wraper\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/skysoftconsultancy.com\/cognitivesys\/services\/generic-erp-modules\/supply-chain-management\/\" class=\"elementskit-btn  whitespace--normal\" id=\"\">\n\t\t\t\t\tSupply Chain Management\t\t\t\t<\/a>\n\t\t\t\t\t<\/div>\n        <\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"has_eae_slider elementor-column elementor-col-20 elementor-top-column elementor-element elementor-element-cca05b2\" data-eae-slider=\"26137\" data-id=\"cca05b2\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-9c9a4eb elementor-align-left elementor-widget elementor-widget-elementskit-button\" data-id=\"9c9a4eb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"elementskit-button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" >\t\t<div class=\"ekit-btn-wraper\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/skysoftconsultancy.com\/cognitivesys\/services\/generic-erp-modules\/enterprise-asset-management\/\" class=\"elementskit-btn  whitespace--normal\" id=\"\">\n\t\t\t\t\tEnterprise Asset Management\t\t\t\t<\/a>\n\t\t\t\t\t<\/div>\n        <\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"has_eae_slider elementor-column elementor-col-20 elementor-top-column elementor-element elementor-element-9283238\" data-eae-slider=\"63824\" data-id=\"9283238\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b1db317 elementor-align-left elementor-widget elementor-widget-elementskit-button\" data-id=\"b1db317\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"elementskit-button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" >\t\t<div class=\"ekit-btn-wraper\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/skysoftconsultancy.com\/cognitivesys\/services\/generic-erp-modules\/project-management-system\/\" class=\"elementskit-btn  whitespace--normal\" id=\"\">\n\t\t\t\t\tProject Management System\t\t\t\t<\/a>\n\t\t\t\t\t<\/div>\n        <\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Customer Relationship Management (CRM) is an essential process that helps companies manage interactions with customers and potential customers. CRM streamlines [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"no-sidebar","site-content-layout":"","ast-site-content-layout":"full-width-container","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"_joinchat":[],"footnotes":""},"class_list":["post-1704","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Customer Relationship Management -<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/skysoftconsultancy.com\/cognitivesys\/solutions\/generic-erp-modules\/customer-relationship-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Customer Relationship Management -\" \/>\n<meta property=\"og:description\" content=\"Customer Relationship Management (CRM) is an essential process that helps companies manage interactions with customers and potential customers. 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