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"Delivers exactly what we need. Managing our customer contact information and tracking our sales pipeline and activities has never been easier. The solution is very simple to use and delivers exactly what's required."
Santhosh, Manager, Fides Electronics Private Limited |
Customer Profile
Fides Electronics is a specialized and focused electronic components distributor, dedicated to provide the right solution to the market applications.
Their in-depth knowledge of the products and applications along with efficient and personalized service enable them to build ever lasting relationships with customers and suppliers. fideselectronics
Fides Electronics uses melssCRM to manage
Customer Information and Track Sales Activities
Challenge
- Information of hundreds of customers and contacts needed to be maintained and easily retrieved
- Segregating and analyzing opportunities by product, time period, account, executive and category was difficult
- A pre-fixed multi-slab pricing must be available for providing discounts
- Information is currently available in excel
- Tracking activities and sales pipeline was a cumbersome task
- Quotations with multiple components had to be generated on a daily basis. This consumed a lot of time.
- Information across the organization was not available at the click of the button
- Large up-front investments could not be made for software or hardware infrastructure
- Flexibility to scale up as and when required was necessary
Solution
- melssCRM Professional Edition was implemented to handle the customer information and contact details. The solution was implemented on quarterly basis in a pay-as-you-go model
- Opportunities module was used to track the sales pipeline.
- The price-books module was implemented to enable slab-wise pricing.
- Permissions and access rights were assigned to different users to be able to create / manage customer information.
- Quotation templates were configured based on Fides Requirements along with their logo
- Custom reports and dashboard widgets were used for quick data retrieval
- melssCRM is used through-out the day as-if it were an application installed on the PC
Results
- Users get automatically notified of opportunities that are getting closed.
- Preparing quotations hase become a simple task, with the system generating the quotation in Fides template.
- Custom reports and Performance based reports allow the management to quickly see the sales pipeline from various perspectives, such as, executive wise, product wise, customer wise, etc.
- melssCRM controls and makes sure that duplication of information is eliminated
- A 360 degree view of each customer is available with insight into open and won opportunities.
- Automated reminders help in making sure tasks are done on time and followed-up with the customers.
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