When data is reported to grow at 4300% p.a, one common expectation is that this is not only transactional data, but static attributes that differentiate products and services from that of competition. As we create and offer superior products and services, our data points or list of attributes inevitably multiply to capture and communicate that enhanced level of sophistication. This list evolves and hence implementation with few custom fields is not enough.
CB-iService and CBCRM do that efficiently across important product dimensions. Users can search, filter, sort these attributes easily. They can also generate a datasheet for their customers, suppliers or colleagues that combines all attributes across all dimensions. This effectively eliminates the common consolidation or MIS cost associated with other
common ERPs.
Customers are integral parts of any business. They are the purpose of the business. CBCRM understands it and provides features to enable data-driven management of customers efficiently. Customers can have multiple classifications based on ownership, revenue, headcount, geography, reputation, ratings, credit limits, insolvency. CBCRM can do segmentation based on these as well as demographic attributes.
Not only that, in line with sophisticated business practice, they can have tariff based on segments. These tariff can be linked to loyalty based on certain number and value of transactions done in certain timeframe or may be based on order quantity (bulk quantity) or a combination of both. This enhances customer engagement and creates the foundation for long-term sustainable and profitable relationship, which in turn facilitates growth in revenue.
Expenses module on CASHBox Pro is one of the most sophisticated modules in terms of functionality.
It allows users to do budgeting using chart of account and common expense categories, definition of real-life grade-based transaction limits, approval limits (delegation of authority matrix), prior allocation of agreed budget, approval workflow for budget, travel requests and expense claims.
Expense claim management is a lot easier with our expense module with quick bulk entry facility to save time, handling of multi-currency transaction and automatic currency conversion, automatic exception generation through our Filter-Transform-Load (FTL) engine, increased visibility through various reports and continuous tracking of expenditure against budget and multi-level approval process.
The module can generate the handoff file for bank transfer in common formats and can also post subsidiary entries through handoff to General Ledger.
CASHBox Pro, in line with the best practices, and mandatory requirements of ISO standards, enables continuous improvement through on-demand as well as periodic learning.
It not only makes it easy for users to manage trainers, training courses and training sessions, but also handles training delivery (in various formats including delivery of interactive training material) and quick assessments. One can define numerous internal and external training sessions which the team member can enrol based on the skill requirements.
In addition, the supervisor can assign training as part of incident management (to prevent incidents), succession planning for an important role or performance management. One can track the assignment, progress and the completion of the training easily. Our analytics module delivers various charts and reports based on all commonly used statistical measures such as mean, median, mode, standard deviation etc.
Capture, consolidate, track and analyze leads, proposals, orders and invoices with CBCRM. Automate order creation from the proposal. Create a lead, proposal, invoice
combining multiple products with prices in multiple currency (suitable for traders who provide imported goods) at one shot.
Get the price served by the pricing engine based on customer segment and order quantity. No repeated data entry - input data once and refer it (select from dropdown) at multiple places.
Use workflow based on user preferences.
Generate pdf for invoices and proposals in one click for sending them to the relevant external contacts. CBCRM makes all these possible to maximize user convenience and minimize their manual effort so that they can devote their time to relationship-building and sales.
Customer interaction in any form such as mails, calls and meetings is easy with CBCRM. Although calls are updated on post-facto basis, reminder alert is sent for calls based on the agreed follow-up action.
Mails can be sent from CBCRM with proposals, product data sheet, product brochure etc. If customer responds to that mail, this also comes to the CBCRM screen using email piping in case users use google mail.
Meetings can be scheduled with the schedule information captured in the calendar with a mail invite detailing agenda etc.
With minimal field capture, system generates the MOM that generally sometimes takes weeks to send and months to respond.
All these are captured on the system with a provision for timeline or datechart for each prospect or customer.
CASHBox Pro CRM provides a state-of-the-art ticketing system with categorization, prioritization, SLA, auto-alerts, knowledge-base and analytics. It allows
Automatic assignment based on predefined role, leave status and workload rules to minimize human effort,
Automatic balancing of workload using item category, constrained optimization, talent availability and role-suitability,
Automatic generation of ticket-number based on source system, date and sequence number for easy reference,
Extensive defaulting to minimize user effort and time and maximize user convenience,
Automatic calculation of due date based on the agreed SLA plan,
Automatic notification to user and agent on ticket registration through mail and application alerts, and
Automatic priority elevation based on predefined settings.
Pursuit of unqualified leads amounts to waste. CBCRM employs industry-standard enhanced BANT criteria to form a rational basis to prioritize leads. These criteria can be weighted based on user preference. Qualified leads help the sales team to focus on the vital few with full intensity thereby maximizing the likelihood of winning the deal and ROI. The system allows users to add criteria as appropriate.
Market research or Voice of the Customer indicates customer preferences, strength and weaknesses of the existing portfolio, key likeable features of products from competition. When this knowledge is incorporated in the value proposition, it becomes compelling. CBCRM facilitates market research and consolidates the results for analysis, insight generation and quick productive action.
CBCRM populates the deal pipeline automatically showing different stages of the opportunities across product categories. This provides a quick overview of what is happening and what may happen in future so as to channelize the effort into the right direction for optimal results. Numerous intuitive charts provide guidance and insight to users so that they can manage the sales execution in a data-driven manner.
System allows Sales Managers to develop and finalize sales budget keeping different product categories, their offtake quantities and offtake values. System automatically consolidates. Using the budget codes, they can define weekly, monthly and quarterly sales plan. System tracks the revenue achieved vs revenue planned for different Sales Managers over different time-buckets with trend analysis. Budget & plans can be configured with workflows.
Users do not need another system to manage collections. CBCRM allows users to define collection status and action items based on ageing, send chasers to debtors, modify credit limits, analyze customer-wise collection details for every Sales Manager and changes segment of the defaulting customer automatically so as to warn users before any future engagememnt. Templates of dunning letter and chasers can be configured by users.
Agents and channels are important for sales and distribution of products and services. CBCRM allows users to onboard sales agents, shipping agents, C&F agents, collection agents who can be given access to the system to view and update their relevant records. Similarly distributors, wholesalers, and retailers can be maintained as channel partners, whose uptake can be monitored across multiple dimensions with alerts on large variance.
