Opportunity Management: LuitBiz CRM allows you to maximize the value of your sales opportunities early in the sales cycle with an accurate, detailed record of each opportunity. Your sales team can get a complete birds-eye-view of each lead and prospect, their exact requirements, communication history and tender information in real time right from their role based dashboard. The opportunity management functionality of LuitBiz CRM is vital in all industry verticals. This tool can be used to reap significant returns on sales force automation investments. Using this feature, you will see all your sales leads arranged by your sales reps for each of your companies. You can even track multiple leads to get insight into each contact, conversation and unique opportunity. Moreover, you can view all potentials, quotations, orders, closed sales, projected sales, probability of the close of sale, and weighted amount for each of these transactions in LuitBiz CRM. The opportunity management module eliminates redundant data entry and significantly speeds the sales cycle.
Quotations / Tenders: Your sales representatives can generate a PDF quote and email it to customers along with reference documents from LuitBiz DMS directly from LuitBiz CRM in just a few clicks. The quotation / tender communication audit trail is completely stored in LuitBiz CRM and can be referred to at any time. This will help your company in forging better and long lasting relationships with your customers and complete deal lifecycles.
Sales Forecasts: LuitBiz CRM helps you make intelligent sales forecasts for your sales representatives. The rich forecasting tools of LuitBiz CRM allows your sales managers to have complete visibility into sales opportunities of the sales representatives with the ability to make necessary adjustments as deals progress. The role based dashboard of LuitBiz CRM allows your sales managers to have a quick snapshot of the sales budget and performance helping them to stay current with instantaneous, real-time insight into sales opportunities and how they will impact your monthly and quarterly targets.
Document Management: LuitBiz CRM can pull sales documents directly from LuitBiz DMS as they share the same database. These documents can go through complete version control and workflow in LuitBiz DMS and once they are ready, they can be pulled to LuitBiz CRM to be sent to customers as attachments to tenders. This ensures that the correct and approved version of the document is sent to the customer.
Competitive Positioning: A well strategised competitive positioning policy involves differentiating your offering, creating a value for your market and carving out a spot in the competitive landscape, putting your stake in the ground and winning mindshare in the marketplace. LuitBiz CRM includes the best practices that lets you define a good competitive positioning policy with market research, segmentation and analysis data, generates SWOT analysis results and deliver value to your market at the highest level. This helps in showing the market how your offering is different from that of your competition and helps you in influencing the market and winning mindshare.
Branding: Branding is crucial for your products and services as it helps you stand out from your competition. It brings your competitive positioning to life and defines your position in the market. LuitBiz CRM offers branding tools that will help you create a successful "Brand Equity" -- the amount of money that customers are willing to pay just because it is your brand. This is an intangible asset for your company that can be tracked on your balance sheet and can make your company more valuable in the long run.
Marketing Campaign Lists: Marketing campaigns are critical to building brand loyalty and driving business revenues. Marketers face numerous challenges in designing and launching marketing campaigns when working across multiple, disparate systems for multichannel delivery. Additionally, the lack of lists of opportunities in a particular market becomes quite a nightmare. The result is that campaigns become disjointed, inefficient, and unmeasurable; marketing deadlines are missed; and brand equity suffers. LuitBiz CRM allows you to make lists of opportunities for your marketing campaigns based on different market segments. These lists can be reused and effective marketing campaigns can be managed with LuitBiz CRM.
Marketing Campaign Management: LuitBiz CRM offers complete campaign management functionalities with role based dashboards for managing campaigns. Based on your business goals, LuitBiz CRM allows you to plan and manage your marketing campaigns with effective messages that emphasize and support your positioning and brand strategy. These messages hone in on what is important to your market and communicates it consistently and effectively. You can make intelligent decisions about where to invest, while validating the impact of your marketing campaigns on your company's bottom line using LuitBiz CRM.
Campaign ROI Reporting: A disconnect between marketing campaign management and sales outcomes, preventing any kind of meaningful data analysis has been a consistent problem for marketers. Prospect Insight solves this by tying your CRM's sales opportunity data to your paid search results, allowing you to calculate well beyond a simple cost per conversion. Metrics such as cost per vetted prospect, cost per opportunity, cost per sale, and ROI will allow you to shape your marketing strategy and improve your bottom line.
Case Management by Product & Priority: LuitBiz CRM helps your support team to handle customer support cases quickly & improve customer relationships. With LuitBiz CRM your support team will never let a customer case slip through the cracks as the support processes are seamlessly integrated providing incredible visibility across the organization as well as externally to customers via their self-service interface.
Online Customer Self-Service: LuitBiz CRM's customer self service interface provides your customers with 24/7/365 access to their complete purchase history and support issues. The Customer Centre also allows them to submit issues, track progress of submitted issues.
Escalation and Notification: Responding to customer cases timely and effectively is critical to the success of your growing business. To meet and exceed customer expectations you need to track and measure how quickly you are reacting to customer issues and also escalate to higher levels of support and management on cases that are not resolved in a timely manner. LuitBiz CRM ensures that this aspect of your business is handled effectively. It allows you to define support escalation workflows that helps in speeding up the customer support process resulting in happy customers.
Support Tips Management: LuitBiz CRM allows you to manage a searchable knowledge base of troubleshooting tips of all your products. Armed with this database of answers, your support team can now respond faster to customer issues and provide them access to this information and ramp up more quickly on new issues. This way you can support more customers with less number of costly resources. Additionally, based on the support levels purchased, your customers are able to view the support tips in their customer panel. This reduces the volume of support issues that needs to be handled by your support team and cuts down your support costs.
Support History: LuitBiz CRM provides you complete support history you have provided to your customers. This information is very useful in billing your customers (when you use LuitBiz CRM in conjunction with LuitBiz ERP) as well as in managing a database of the support provided by your team.
Contact Management: LuitBiz CRM allows you to manage a centralized repository of all your business contacts including your account and supplier contacts while you are on the move. You can share your contacts and have a history of communication with them at your fingertips. Your marketing team can develop marketing lists from your list of contacts and you can have complete audit trail of marketing communication with your contacts in LuitBiz CRM.
Task Management: LuitBiz CRM never lets you miss a call, meeting, task or follow up. You will always be alerted on your dashboard everyday when you have a to-do task and will be able to store notes related to the task. You can plan your activities and mark their completion. LuitBiz CRM gives you the convenience of managing all your business activities and events right from your account.
In the fiercely competitive marketplace, customer-centricity is a necessary for business survival and growth. The key to building and maintaining a customer-centric organization is to ensure your business strategy is designed and implemented around your customer needs and expectations. Your customers know exactly what they want. However, it can be challenging to get them to communicate with the right people in your organization and on time. The customer portal of LuitBiz encourage sharing of information and content between your customer and the team members in your organization. Essentially, the information gathered and analyzed from the customers via the portal allows your company to better aggregate insightful data that supports the production of customer centric products and services. The benefits of the customer portal of LuitBiz CRM are:
Reports & Analytics: The ad-hoc reporting tool of LuitBiz CRM allows you to get at-a-glance view of the health of your business in real time. It allows you to create reports on data you would like to see. It allows you to take control of day-to-day issues, and run reports frequently to analyze specific areas of your business.
Support for Multiple Companies and Currencies: Today's businesses are spread across multiple countries and have a number of subsidiaries to provide better customer sales and support experience. LuitBiz CRM supports multiple currencies and companies. This means that if your business has 'n' number of subsidiary companies, you can enter the data pertaining to all these companies and manage them. You can grant access privileges to different persons for accessing the data of these subsidiaries so that the right person is able to view the right data at the right time and the data for all your companies is available in one place.
Easy-to-use Interface: Intuitive graphical user interface coupled with comprehensive user guides ensure minimal training for getting started
Subsidiary Company wise sales tracking: LuitBiz CRM allows you to track sales of each of your subsidiary companies separately. This way you can have complete knowledge about the sales processes taking place in each of your subsidiary companies. Access to sales, marketing, support and partner relations data of different subsidiary companies can be configured for different users thereby allowing users view data of only those companies for which they have privilege.
Contracts Management: All customer contracts can be stored in LuitBiz DMS that is integrated with LuitBiz CRM. These contracts can be made available from LuitBiz DMS to the concerned sales team members in LuitBiz CRM. Your sales team members can then track your customer contracts and send reminders to customers to renew them.
Product Database: Your business success depends on the accuracy of your product / service information supplied to your customers by your sales team. LuitBiz CRM helps your sales reps get real time information on your products, pricing, popularity, market mindshare, etc. This helps them create accurate quotations / tenders online based on real time data and recommend products tailored to each customer they talk to. The basic LuitBiz ERP moduled integrated with LuitBiz CRM shares complete information on the different items and related products and services. This helps your sales team up-sell and cross-sell your products to your prospects and customers.
Employee Database: Whether you buy the sales, marketing, support or any combination of these modules of LuitBiz CRM, you will need to manage a database of your employees who are responsible for the tasks undertaken in these modules. This is made possible by the basic HRM module pf LuitBiz which comes free with all these CRM modules so that you have a ready reference of relating tasks to employees.
LuitBuzz: The internal corporate communication tool of LuitBiz Business Applications Suite "LuitBuzz" comes free of cost with all the modules of LuitBiz CRM. So whether you buy sales, marketing, support or any combination of these modules of LuitBiz CRM, you get LuitBuzz for free to create a climate where successful internal communication in your company.
Experience the hassle-free advantages waiting for you or get in touch with our support staff to learn how LuitBiz CRM Software can bring these benefits and cost savings to your organization.