Customer Relationship & Tracking System
A Customer Relationship & Tracking System is a module designed to help businesses manage interactions with customers, track sales and service processes, and nurture long-term relationships. The system centralizes customer information, communication histories, sales activities, and customer service records, allowing businesses to improve customer satisfaction and drive sales growth.
Key Features of a Customer Relationship & Tracking System
Customer Database Management:
Stores detailed information about each customer, such as contact details, transaction history, preferences,
Customer Support Integration:
Manages customer service requests, tracks support tickets, and ensures timely resolution of issues,
Sales Tracking:
Tracks every stage of the sales process, from lead generation to closing deals, enabling businesses to assess the effectiveness
Activity Monitoring:
Tracks interactions, follow-ups, and meetings, providing a clear overview of customer engagement and areas that require
Communication Tracking:
Records customer communications across various channels (email, phone, chat), helping businesses understand customer
Automated Alerts & Reminders:
Sends automatic alerts to sales and support teams for follow-ups, renewals, or ongoing service needs,
Benefits of a Customer Relationship & Tracking System
Improved Customer Experience:
By having all relevant customer data in one place, companies can offer more personalized services
Proactive Issue Resolution:
By tracking customer issues and service requests, businesses can resolve problems proactively,
Increased Sales Efficiency:
Sales teams can track opportunities and identify areas for improvement, helping to close deals faster.
Better Collaboration:
Centralized data makes it easier for different departments (sales, marketing, customer support) to collaborate and work
How We Can Assist Clients with Customer Relationship & Tracking Systems
As a consultancy firm, we can assist our clients in implementing and optimizing Customer Relationship & Tracking Systems within their ERP framework in several ways:
Needs Assessment and Customization
We assess our clients’ specific business processes and customer management requirements. Based on this, we help them customize the CRM module within their ERP system to align with their unique needs (e.g., lead management, sales pipeline tracking, customer support).
Training & User Adoption:
We provide comprehensive training for our clients’ teams to ensure they are well-equipped to use the CRM features of the ERP system. This includes guidance on using customer tracking tools, managing customer data, and optimizing workflows.
ERP System Selection and Integration:
We guide clients in selecting the right ERP system that offers an effective customer relationship and tracking solution, ensuring that it integrates well with other existing systems (e.g., marketing tools, email platforms, e-commerce sites).
Customer Insights and Reporting:
We help clients leverage the data within the CRM to create actionable insights.
CRM Optimization:
We assist clients in setting up and optimizing the CRM functionalities in their ERP system. This includes setting up customer profiles, sales pipelines, and tracking mechanisms to ensure that every customer interaction is documented and managed effectively.
Ongoing Support and Optimization:
We offer continuous monitoring and support after the system is implemented, ensuring the CRM module runs smoothly and is continuously optimized for performance.
Why Choose Us?
As a consultancy firm with expertise in both local and international markets, we provide comprehensive company registration and establishment services tailored to each client’s unique needs. Whether it’s navigating India’s regulatory landscape or setting up operations abroad, our team ensures that the process is smooth, compliant, and strategically aligned with business goals. From startups to multinational corporations, we help clients lay a strong foundation for their success.
INDUSTRIES
Partnering with a range of industries to get their boldest ideas to life.
Healthcare
Technology
Finance
Education
Hospitality
Manufacturing
Retail
Professional Services
Startups
Real Estate
Who We Are
At Tejas Consulting, we combine the expertise of MBA and engineering professionals to provide innovative, end-to-end solutions for businesses across industries. From startups to global enterprises, we empower organizations to achieve growth, efficiency, and long-term success.
Industry Expertise:
Specialized solutions tailored to your business needs.
Sustainable Impact:
Focused on long-term success and operational efficiency.
Scalable Strategies:
Supporting growth from startups to global enterprises.
Innovation-Driven:
Combining technical and business for faster results.
Let’s Build the Future Together
By helping businesses implement and optimize a Customer Relationship & Tracking System within their ERP system, we enable them to better manage their customer interactions, improve sales effectiveness, and enhance overall customer satisfaction. Through customization, training, and ongoing support, we ensure that clients leverage their CRM solutions to the fullest potential.