Surekha Technologies

ERP Finance

Our client is a well-known financial sector firm that provides the best plan to reach financial goals as per the need and comfort levels. They have a global presence and provide advisory approach, portfolio solutions, financial goals, and milestones. Also, deliver quality work and services. Business Needs / Challenges: Needed a system to manage customer relationships efficiently and effectively. Needed a system where they can manage and schedule the team activities and meetings. Needed a way to quickly create leads based on customers' responses. Needed a solution to handle customer queries and follow-ups smoothly and systematically. Needed a way to manage sales targets and commissions of the employees. Needed a way to get report analysis of overall activities, targets, meetings, etc. Needed a way to manage the access rights as per the different roles and responsibilities. Needed a system to keep every workflow and task under observation and in full control at a single place. Solution: Surekha Technologies' team was involved in requirement gathering, providing a platform to keep customer relationships maintained and run the business smoothly. Provided a customized and integrated efficient solution to maintain the relationship with customers and address them quickly and systematically. Provided a system to easily manage customer's queries as per different priorities levels, their follow-ups, and call summaries in order to avoid customer disappointment. Added a feature that sends queries status to the customer. Provided a system to manage sales targets and commission of the employees as per their involvement in the selling of various products/services. Helped the client to quickly connect with customers and keep their involvement by several scheduled meetings, calls, and email notifications in a timely manner. Provided a system to keep track of all the roles and responsibilities, employee activities, and tasks through the user-friendly graphical interactions.