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FOURA'AI CRM is a robust solution to streamline
the sales process which helps the Sales consultants and C-Level team to manage all the sales activities.

People

FOURA'AI CRM is a robust solution to streamline the sales process which helps the Sales consultants and C-Level team to manage all the sales activities which includes Accounts management, Leads management, Opportunities management, Territories management, Target of Sales Representatives, Reports and more at ease.

Leads

In the Leads, the Sales consultants would be able to create and manage the lead with the Account details, Contact details, Lead status, and etc. The source of the lead can be identified and classified as below according to the client requirement.Each lead can be monitored and tracked with unique lead number and qualified lead can be converted into opportunity.

 Cold call
 Customer referral
  Direct mail
  Email
  Partners

Accounts & Contacts

The Customer relationship management starts with Account & Contact management. For each customer, account can be created and multiple point of contacts can be added and managed. Accounts & Contacts are the master data for other modules like leads and opportunities.

Opportunities

After evaluating the lead, the qualified leads can be converted as opportunity with the Account, Territory, Opportunity value and Service information.In the Opportunities, Users can also manage the probability of the closure and tentative closure date. It helps to analyze the sales projection effectively. Competitors for the particular opportunity can also be added and managed effectively.

Territories

Since every business organization has multiple sales structure based on regions, territories & Business units, FOURA'AI CRM territory module helps the organization to classify the sales territories based on various parameters according to the customer’s needs.

Alerts &
Emails

To manage and track the sales process effectively, Scheduled reports on Weekly / Monthly basis can be configured where the report will be sent as emails with HTML reports and Excel Attachments.Alerts can be configured to trigger alerts when a new opportunity is created.

 Prebuilt CRM which can be deployed and configured very quickly
 Flexible platform to configure organizational requirements
 Drive your sales based on Territory
 Collaborate and Manage every customer contacts
 CRM on the go with Mobile application

Dashboards & Reports

FOURA'AI CRM offers a user-friendly dashboard where all the key information such as Quarter wise opportunities details, Sales Revenue by Sales representatives, Opportunities status, Sales Pipeline with the graphical representation.

Prebuilt drill down reports is configured for each module of FOURA'AI CRM. It helps the C-Level users to analyze the sales progress of the organization.

 Pipeline Analysis
 Opportunities about to close
  Opportunities by services
  Opportunities by product
  Achieved Vs Target & more

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Workflows

FOURA'AI CRM offers predefined workflows include the following
An opportunity can be updated as Won opportunity only upon attaching
relevant documentation such as PO

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ROLE-BASED
ACCESS

Since various level of stakeholders may access the system,
FOURA'AI CRM offers Role based access to configure
the access privilege for the users according to their roles.

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ERP
integration

FOURA'AI CRM can be used as an integrated tool with ERP
integration using the available APIs.

Background

Administration

FOURA'AI suite comes with in-built customization option to align with your unique sales process

Intuitive Dashboard

Prebuilt Reports with Drill down facilities & Intuitive Dashboards.

CRM on the GO

Access the roles assignment, services definition, products definition, branding at ease with help of the mobile app.