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    Fintech CRM

    Uploaded by

    Vinusahu Vinu
    The document introduces a CRM system created by ULIS Fintech to help users manage sales processes. It automates tasks like follow-ups and provides tools to track performance and sales pipelines. The dashboard provides customizable real-time access to tasks, leads, statistics and events. Additional features include expense management, prioritizing work, customization, unifying tools, campaign management and contact/deal/task tracking to manage customers and sales.

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    © All Rights Reserved
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    Fintech CRM

    Uploaded by

    Vinusahu Vinu
    30 views6 pages
    The document introduces a CRM system created by ULIS Fintech to help users manage sales processes. It automates tasks like follow-ups and provides tools to track performance and sales pipelines. The dashboard provides customizable real-time access to tasks, leads, statistics and events. Additional features include expense management, prioritizing work, customization, unifying tools, campaign management and contact/deal/task tracking to manage customers and sales.

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    The document introduces a CRM system created by ULIS Fintech to help users manage sales processes. It automates tasks like follow-ups and provides tools to track performance and sales pipelines. The dashboard provides customizable real-time access to tasks, leads, statistics and events. Additional features include expense management, prioritizing work, customization, unifying tools, campaign management and contact/deal/task tracking to manage customers and sales.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    30 views6 pages

    Fintech CRM

    Uploaded by

    Vinusahu Vinu
    The document introduces a CRM system created by ULIS Fintech to help users manage sales processes. It automates tasks like follow-ups and provides tools to track performance and sales pipelines. The dashboard provides customizable real-time access to tasks, leads, statistics and events. Additional features include expense management, prioritizing work, customization, unifying tools, campaign management and contact/deal/task tracking to manage customers and sales.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 6

    INTRODUCING

    CRM SYSTEM
    CRM System Brochure

     Automate sales tasks and processes


     Provides performance tracking and reporting tools
     GPS Locator to track the the location and measure the distance travel.
     Sales pipeline management. .
     Analytics and forecasting

    www.ulisfintech.com 1
    INTRODUCTION

    ULIS Fintech- CRM System is created byn to help users easily manage the multiple
    elements of the sales process.You can use it clearly map your sales and marketing
    strategies and to automate repetitive work such as follow-ups.The software can help
    you to nurture and enrich leads,improve personal relationships with your customers
    and more.The application organizes sales data to qualify promising leads and uses
    interactive reporting tools to help you track your company’ sales activities.

    Real-time dashboard
    • Unique and powerful dashboard.
    • Simple and sleek dashboard that allows users to locate all essential information such as
    existing tasks, sales progress with customers, actionable statistics,new leads and
    upcoming events.
    • The dashboard is user-friendly which makes it to simple to navigate, read, and edit.
    • Another big advantage is users can customize the dashboard to add specific details about
    their add new leads,assign task.
    • Dashboards is static and interactive, dynamic in nature, time-based (often showing data
    in regular or adjustable periods), and is connected in real-time to some variant of a
    database.
    • ULIS-Sales EOS dashboards are a subset of business intelligence dashboards that deal
    specifically with sales-specific metrics such as My folow ups,followup pipeline,outstanding
    to be collect,invoice generated list and deatils of leads as well.
    Add Ons
    • Shows the empolyee hierarchy and leave list.
    • Provide the add contact and knowledge base functionality.
    • Provide the contacting functionality via email or message and as well as assign task to
    members.
    • Ability to search the record.

    www.ulisfintech.com 2
    BENEFITS

    Automate Workflow Expenses Management


    CRM allows your team to concentrate on
    selling rather than worrying about Expenses Management manages the
    repetitious but important tasks such as expenses related to tour expenses,admin
    updating databases, scheduling upcoming expenses,daily
    events or creating follow up conveyanexpenses,administrative
    reminders.Ability to manage the user expenses as well as empolyee wise expense
    list,email setting one touch back up and ip also.It view the comparsion of expenses .
    tracker.

    Organize Information Save time


    You don’t have to wait for hours before the
    CRM software allows your sales to stay information is handed and al lyou have to
    organized. From acting as a database for do are to click and get all the info that you
    customer information, to scheduling and need. The beauty of the ULIS Fintech CRM
    tracking mass emails or keeping track of Management system is all the necessary
    your task schedules information is there when and where you
    need it.

    Prioritize Work
    Get notifications about the progress of each task, via email, SMS or push notification. Use
    the built-in drag-and-drop feature to quickly move tasks to different priorities.

    www.ulisfintech.com 3
    FEATUTRES

    Designed for salespeople


    Salespeople need software designed for their trade. While using regular CRMs can
    work, the real magic happens when you use tools that were built to drive sales and
    manage leads by ULIS Fintech - CRM.

    Fully customizable
    CRM system is fully customized to adjust the workflow properly such as proper
    maintaining the invoices and quotation list generated of sales . The less complicated it is
    to change, the easier it is to personalize the data such as debtors and sales details item
    wise and income v/s expenses are customized properly.
    Company Area Management
    Management handles all the superior wrok of CRM such as the adding the new product
    details,new tax updated,adding new units and terms and conditions and maanging the
    existing product,tax,units and terms and conditions.

    Unifies all tools


    Having a single, streamlined view of your sales process gives clarity, and gets your team
    on the same page. Supporting apps integrations is available i.e print ,excel sheet export
    ans so on.

    www.ulisfintech.com 4
    FEATURES

    Campaign Management
    Campaign Management includes setting up
    target clients, mechanizing of work
    processes, and measurement of success on
    predefined metrics. Two of its sub-feature
    are:
    Email Management:It helps you track
    opened and clicked emails and works with
    popular email clients like Gmail
    Message:It helps you track opened and
    clicked message and works with popular
    messaging
    Contact Management
    Deals and Task In every business sales department, it’s
    Allow you to add, assign and track actually people interacting people.
    significant items and add them to your Therefore it is necessary to have a coherent
    business pipeline. Deals and tasks get contact management system in place.
    populated by itself using customer data. Customer data is organized in a centralized
    Another way to do this is updated using location. Various customer data like his
    real-time information. contact number, demographic, customer
    service interaction can be saved and
    retrieved here.
    Lead Management
    Manage the lead area of CRM system by Analytics
    adding new leads and maintain the data of
    contact person and manange the follow up Analysis the lead details calls details
    status ,lead quality,lrad type,lead ,quotation and new customer data.It view
    source,lead religion and their the analytic of if any new client or lead
    communication mode added to system ,communication details via
    email camaign and client wise revenve
    genrated.

    www.ulisfintech.com 5
    Kabul

    Florida Indonesia
    Malaysia

    Mumbai Pune Nagpur Hyderabad

    ULIS Fintech Corporation


    Address: Plot #2, Central Warehouse Lane, East Wardhaman Nagar,
    Nagpur – 440008, Maharashtra. INDIA
    Telephone: +91-712-2680426 Mobile: +91-9022973909
    Email: care@ulisfintech.com

    Website: www.ulisfintech.com

    www.ulisfintech.com 6

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