CRM is a robust solution designed to streamline sales processes and efficiently manage customer relationships. It offers an all-in-one platform to manage prospective and existing clients, business contacts, client interactions, sales opportunities, and related sales activities. The core modules include company, contacts, interaction management, product and services, sales, and reports. The Marine CRM module facilitates generating sales enquiries and proposals, covering details such as business unit, location, project name, client, entity, sub-business segments, competitor details, technical evaluation, and bid submissions. Successful proposals can be converted into sales orders. The marine CRM is tightly integrated with Accounts and HR Modules through the Project WBS concept, allowing for the capture of time sheets and expense claims for projects, and providing visibility into relevant costs at various levels, including financial statements. Dashboards are designed for easy viewing and day-to-day operations related to approvals and processing, including Go and Get Probability dashboards to identify project materialization and win probabilities. Special features like GO GET Probability with dashboard features are available that indicate the probability of the projects that can materialize, and win. The Marine CRM module is integrated with Accounts PAL through the Project WBS concept to meet the requirements of any industry, including the Offshore Oil & Gas Industry needs, covering verticals like FPS, MSS, and AMO projects, Wind Energy, and Renewables onshore and offshore.

Features:

• Seamless management of clients, sales, and interactions: Core modules of CRM include company, contacts, interaction management, product and services, sales, and reports that offer an all-in-one platform to manage prospective and existing clients, business contacts, client interactions, sales opportunities and related sales activities.
• Marine CRM Module: Allows generating sales enquiry and sales proposals covering the details of the business unit, location, project name, client, entity, sub business segments, competitors details, enquiry details, technical evaluation and approval, and submitting bids. If successful, create the sales order for the project.
• Integration with Accounts and HR Modules: Tightly integrated with Accounts and HR Modules through Project WBS concept, allowing to capture time sheets, expense claims for the projects, and view the relevant costs at various levels including in the financial statements.
• Dashboards for Go and Get Probability: Available to identify the probability- (Go is the Probability that the Project will Materialize, Get is your Probability that you will win the Opportunity if it is a GO).