Akros Technology has prepared CRM Applications in order to follow contact with potential customers, access client information and store the required data from a central database which is accessible by different departments of a company, for an US based Insurance Company. This automated process would allow you to realize the overall improvement of Business by implementing this automated process.

From the outside, customers interacting with a company identify the business as a single entity, even though they often interrelate with a number of employees in different roles and departments. The entire application is a blend of policies, processes, and strategies implemented by the organization to unify its customer interactions and offer a means to track customer information. Web CRM enables all users to share a central contact manager and project database, either over the web or within a corporate intranet. Through this, the users may share and update contact information, customer histories, hot leads, projects and pending tasks from any location, with any web browser.

The CRM application is able to bridge the gap between back-office management and the front-end sales, marketing and service staff. Through CRM you can also investigate the purchasing performance of the clients, and work on products for improved sale depending on the current trend of product demand. Thus for customer productivity analysis as well as cross selling, up selling and switch selling CRM has a huge value. Herein is the attempt to launch an ideal CRM for a smooth running of business.

The main objective is to automate the entire Sales and Marketing process by collecting, sorting and integrating customers' data for the following:

• Better understanding of the customer requirements
• Maintaining long-term customer relationships
• Pursuing strategy of Relationship Marketing
• Getting central control over all the marketing and sales persons and their activities
• Minimizing establishment cost
• Minimizing huge paper-works and manual jobs
• Providing 24X7 accessibility from any corner of the world

CRM Application doesn't only permit more effective ways of managing customer relationships, but also more customer-centric techniques of doing business.

All the different stages related to the sales processes of the company can be recorded by a customized CRM application.

The application is able to support a broad set of activities in order achieving the objectives within the scope of this. The functionalities are subject to the company’s work process and structure. There are few modules which are commonly used for CRM applications.

• User Management
• Template Management
• Sales Lead Management
• Campaign Management
• Document Management (Including Scanned)
• Product Management
• Contact Management
• Support and Help / Cases
• Sales Forecasts Management