Case Study

Surbhi Electronet Pvt. Ltd.

Surbhi Electronet Private Limited is a leading IT Solution provider, delivering unmatched business value to customers through a combination of product and service excellence.

Challenges

Manage proactive, reactive and corporate tenders.

Product Management

Create, manage & track of all cost sheet in CRM.

Manage entire process flow of order received to order delivery.

2 way approval process of every record created by sales person

Forecast of sales.

Manage entire process of tender - from tender generation to tender participation.

OEM & vendor management

Quotation management

Track payment & credit of vendor & customer.

Stop collecting of duplicate data.

Solution Implemented

Lead

Management

Customized lead management module to manage all the leads for proactive & corporate tenders they collected from different sources and portals.

Payment

Management

Implement Payment Management Solution to track all the receivable and due payment of each invoice and their payment status.

Sales

Pipeline

Customized deal module to manage all the Proactive, reactive & corporate tenders at a single place. And it will show the pipeline of tenders that they are participating.

Approval

Process

Whenever salesperson made any changes in record or created a new record in CRM, it will go for 2-way approval to the management 

Cost Sheet

Management

A custom module build in CRM to manage all the cost sheet prepare against each tender. It helps to move entire manual work in excel to online with approval process.

Duplicate

Prevention

Enable condition based duplicate prevention in the CRM, so that nobody can enter duplicate data into CRM.

After

Sales Stages

Enable workflow automation to manage after sales. Which includes Sale Order, Purchase Order, Sales Invoice and Material Dispatch at consignee location.

Sales

Forecast

Sales Forecast module set target of each sales person and that will show the forecast of sales for each quarter.

Immediate Benefit

Streamline Cost Sheet management

Move entire cost sheet preparation in excel to CRM, which made easy to use. Track of all the cost sheet prepare against each tender.

Automated Post Sales Stage

From the time of closing deal, CRM will guide what the next action needs to be taken by user on every stage.

2-way Approval

Process

2-way approval system help management to know what the user trying to do with the data or what they requested.

Duplication Prevention

Duplication prevention help management to eliminate duplicate data entry in system, so that only valid data are available in CRM for future reference.

Automated Reminders

System generated automatic reminder of tender dates, pre-bid dates so that management never miss the tender submission.

Contact us today!

Testimonial from Client

Sidharth Agarwal
Surbhi Electronet Pvt. Ltd

Director

"Comp-U-Graphics provide us end to end consultancy and implement CRM. Their support is very good, and they delivered what they committed"

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