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Upload Existing Data from Excel to CRM-Free EQMS CRM

EQMS CRM is a business promoting software and manages leads in business with the help of getting useful information like customer information, reminders to follow ups and a lot more is captured in it. It is a smart tool for business enterprises.

Invaluable features included in the software are as follows:

  • 1. Upload existing data from excel file to CRM.
  • 2. It can capture complete lead information like enquiry source, contact details and required product.
  • 3. Follow-up can be visualized and managed effectively.
  • 4. Area wise leads, sales forecast, reason for placing orders, customer details including his loyalty records can be easily traced out.
  • 5. Backup and restoration facility is in-built.
  • 6. Data on employee performance can be sorted out.
  • 7. Orders booked, lead data, payment details, incentives offered and their calculation can be easily done.
  • 8. It is possible to create quotes from EQMS to complete sales lifecycle. It also deals with the situation when the life cycle is completed by creating quote within the system.
  • 9. Customized reports can be prepared for further forecasting or MIS by exporting data to Excel.
  • 10. With the help of Geographic Access it is possible to manage channel sales and also data on numerous branches or locations.
  • 11. Creates a record of follow-up and documents shared with customer and improves communications by sending Emails or SMS.
  • 12. Easily manages team or employee for dotted line or indirect reporting.
  • 13. It is possible to get an insight into the information for exploration with the help of powerful reporting capabilities along with dice and slice reports.

Software:

Software’s 3.0 version has 4.75 MB file size and was introduced on March 19, 2013. It is compatible with leading operating systems like Windows XP, Windows 2000, 2003, Further, Vista, Server 2008, 7 and 8. CPU Pentium4, RAM 512 MB and HD space 50MB are the minimum system requirements.

Price:

It is a free CRM to download, free edition only allows you get 10 customers information to the CRM.

Pros:

  • a) It helps sales managers to track leads, closures and follow ups.
  • b) It measures sales performance, captures a lot of information, analyzes the data and prepares desired reports for business activities.
  • c) Centralized data management makes accessible necessary information.
  • d) It can be deployed on a server or hosted server.
  • e) It has been widely used for managing sales lead, payment follow ups, AMC follow ups and Contact and customer relationship management.

Cons:

  • 1. It is difficult to track entire enquiry process.
  • 2. Irregular follow ups.

Conclusion:

People should go ahead and download it to get numerous advantages.

Free EQMS CRM Review

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