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ERP PresentationERP PresentationBriefing

Helps you manage almost everything…

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Agenda CRM Components

LeadManagement

Accounts Management

ERP Benefits

GeoTech Contact Info

CRM Components LeadManagement

This enables them to maintain and utilize sales leads, customer data and track activities throughout the sales cycle from the point a suspect is converted into a prospect till a business relationship is established with the prospect.

AccountsManagementThis provides you a comprehensive set of accounting tools that helps you save time, get organized, and grow your business online

LeadManagement

AccountsManagement

Agenda CRM Components

LeadManagement

Accounts Management

ERP Benefits

GeoTech Contact Info

LeadManagement Modules Dashboard Contacts Leads Accounts Activities Projects Reports

These have been described separately in the subsequent slides.

LeadManagement: Dashboard

Dashboard

The dashboard allows you to manage activities, filter them and view their status as well.

LeadManagement: Contacts

Contacts Management

This module allows you to add, edit, delete contacts. It offers complete contact management at your fingertips.

LeadManagement: LeadsLead Management

This module allows you to add, edit, disqualify a lead. The data maintained here is the primary information used by the sales team for follow-up to develop business relationships from the leads.

LeadManagement: Accounts

Account Management

This module allows you to add, edit, delete accounts. The client company‘s details are maintained here.

LeadManagement: Activities

Activities Management

You can schedule and assign activities for any other user using this module. It makes team collaboration easier.

LeadManagement: ProjectsProjects

This module lets you add, edit or delete projects against existing accounts in this software.

LeadManagement: Reports[This module will generate reports as per customer requirements]

CRM Components

LeadManagement

Accounts Management

ERP Benefits

GeoTech Contact Info

Agenda

Accounts Management Features Invoicing Inventory Handling VAT Banking Reporting

These are some of the features of the Accounts Management Solution. They have been described separately in the subsequent slides.

Creating Invoice

Managing Inventory

Keeping VAT Records

Banking

Exporting Reports to .xls

CRM Components

LeadManagement

Accounts Management

ERP Benefits

GeoTech Contact Info

Agenda

ERP Benefits Reduce Operating Costs Facilitate Day to Day Management Support strategic planning Improve productivity and insight Optimize IT spending Provide instant access to enterprise

information

CRM Components

LeadManagement

Accounts Management

ERP Benefits

GeoTech Contact Info

Agenda

For more information please contact:

GeoTech Informatics Private LimitedInfinity Building, Tower II, 13th Floor,Sector V, Salt Lake City,Kolkata, West Bengal, India. Pin - 700091.Phone : +91 33 2357 0331/2619/2621Fax : +91 33 2357 0334 Email : mail@geotechinfo.netWebsite: www.geotechinfo.net

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