SCRMpro

Overview:

SCRMpro increases the efficiency of your company and organizations with a time-saving solution that allows you to quickly collect, examine and retrieve essential data about clients. Its standard features like mobility, customization, and simplicity make it ideal for usage by a wide variety of small and medium-sized enterprises (SMEs). Companies and organizations in the fields of manufacturing, automotive, logistics, fast-moving consumer goods, retail, and travel and tourism can benefit from this CRM application. Run smoothly on mobile (Android, iPhone, and iPad). SCRMpro provides full-time support to its clients and also provides necessary training to its users via in-person training, live online webinars, and documentation. Because SCRMpro is cloud-based, SaaS-based, and web-based, users will have no trouble using it on multiple devices. SCRMpro makes it possible to keep customers interested throughout the whole sales process. This makes the sales force more productive and brings in more money for your business.

About us:

The indigenous customer relationship management software developed by Sphinx is known as SCRMpro. It caters to the requirements of both small and large enterprises and organizations. With the help of the SCRMpro system, businesses can manage their important customer-related processes, like getting new customers and keeping old ones. They can also learn more about their customers and make them more loyal. To fulfill the client-specific objectives for managing activities such as sales & lead management and channel management, the SCRMpro employs a variety of customer-focused tactics of varying types. 

The SCRMpro solutions are built around the needs of the customer and are meant to help businesses grow, stay competitive, and improve their operations. This customer relationship management software can be scaled to meet the needs of each client and can handle the management of various facets of a company's operations, including the tracking of sales, the management of assets, the generation of reports, and the capture and allocation of leads. Because of their user-friendly features and adaptable interface, the customizable CRM software solutions that are developed for businesses and organizations help them reduce the amount of time it takes for them to respond to inquiries from their customers. This gives them the ability to better meet the fundamental needs of their companies. It gives you access to important business functions in real-time, such as customer information, inventory tracking, order information, and account history. 

The CRM systems offered by Sphinx support both business-to-business and business-to-consumer support services. The SCRMpro, a sophisticated customer relationship management software, enables businesses to better manage their clientele, customer value, and much more. 

Company's Services:

SCRMpro offers the following tools and features that can be categorized into the following: 

• Reports

1. Generate Ad-Hoc various reports for sales, marketing, and activities
2. Generate automated global or role-based reports as needed.
3. Examine all the data presented in a variety of formats.
4. Perform analysis on the records using both regular and advanced filters.
5. It also generates a chart to use for the report.
6. Schedule a report for you. 
7. Create reports, and then share them with all of your team members.

• Dashboard

1. For a better analysis, it creates multiple dashboards with several charts and table formats. And then share it with your team members. 
2. Switch the dashboard type from chart to table or vice versa. Share the dashboard with members of the team.
3. Snapshot in real time of the most important KPIs for your company
4. Customer Dashboard: SCRM offers Customer Support & Service management (Help Desk) features, like Support (Knowledge base for customers), Case Routing & escalation through all the workflow rules, and specifically easy-to-deploy & Web-to-Case forms for capturing customer-specific cases through Websites. 

• Maintain Multiple Points of Contact During the Sales Process

1. Multiple contacts can be connected to a single lead.
2. Adjust the contact orders so that they meet all your specific requirements.
3. To track several contacts for a variety of opportunities or sales processes, you need a 360-degree view of each contact, it provides you that 360-degree view. 
4. You can search for or navigate to an account or contact details from any location.
5. You can initiate the creation or registration of a new account and contact from any of your screens.
6. History of Revisions Keeps track of all previous revisions made to the quotation and opportunity.
7. It examines the various stages of the negotiating process for the amount.
8. You can search for any item while going through the opportunity or quote process.
9. Maintain a record of all product modifications.
10. Examines the agreed price in comparison to the current price of the goods.

• Social Media

Integrate your CRM with social media platforms such as Twitter, Facebook, Linkedin, and Google+ to record mentions and conversations relating to your business as well as your competitors in a seamless manner.

1. Tweets and chats can be converted into leads, contacts, and accounts.
2. Use social media sites to gather contact profile information to gain a deeper understanding of your contacts and, as a result, improve your overall relationships with them.
3. Through the use of social analytics, the social media of any users or customers can be easily analyzed.
4. It integrates email with Microsoft Outlook.
5. Maintain a record and detailed information of all emails that are sent and received. 
6. Multiple logins are allowed with this at the same time. It creates and specifies personalized own standards for your mail.
7. Build direct opportunities, accounts, and contacts using the mail room's resources.

• Workflow

When creating new records or editing existing ones, you should set up workflow triggers. Connect actions like tasks, field updates, email notifications, and custom functions to the record that fits the pattern. When new CRM records are created or edited, new tasks should be automatically created for the salespeople. This can be accomplished by associating tasks with workflow rules.

1. You can notify teams with alerts by configuring email notifications with predefined email templates, and when a process rule is triggered, the notification will automatically be sent.
2. You can define a multi-level approval procedure. 
3. You can analyze the performances of your team members and take appropriate action on a timely basis to make sure that all the goals and your business requirements are achieved on time.
4. You can estimate the amount of revenue that will be generated throughout the current and upcoming fiscal years.
5. It builds completely individualized reports and dashboards based on forecasts.

• Customize Everything

1. You can easily adjust the settings for the sales status, priority, source, currency, and many other parameters following the sales cycle of the industry.
2. You can define and customize each of the following series: account, products, quotes, and invoices. You can also define and customize duplicate settings.
3. It allows you to modify the record conversions to suit your needs. 
4. It provides security based on a hierarchical role structure. 
5. It presents all the roles in the organization via graphs for better understanding. You can also add or edit any role.
6. It controls the hierarchy of users across several sites and also spreads all of the records according to their ranking.

• Privileges

1. It allows you access to read, write, update, and delete all defined roles.
2. It provides you with a concise overview of all the rights associated and defined with a role.

Pros:

1. It comes with a multitude of helpful tools such as a CRM and reports on sales. In addition to that, you can set up certain marketing automation. 

1. It makes it easier for businesses and organizations of almost all sizes and types to manage their work, such as by allowing them to generate reports and invoices. 

Cons:

1. The customer service is not nearly as good and helpful as it could be. You are only able to send emails with this application. There is neither a live chat nor a phone call option available.

Conclusion:

SCRMpro has features that are easy to use and an interface that can be changed, which helps businesses and organizations respond to customer questions in less time. It helps small and medium-sized organizations meet the fundamental requirements of their businesses.  SCRMpro's most important features are "CRM Analytics, CRM Integration, Developer API, Email Integration, Email Marketing/SMS Marketing, Invoice, Marketing Analytics, Marketing Automation, Mass Email, On-Demand (SaaS), Partner Cloud (VAR or Service Provider), Performance Management, Plug-and-Play Integration, Product Database, Products & Price Books, Supplier, and Purchase Order Management." The CRM software also has several features that help the sales and marketing teams connect better with customers and make their jobs easier. The fact that this CRM software handles the management of your whole business process makes it a very significant asset for small and medium-sized businesses (SMBs), as well as for different units across bigger businesses.