CSM (Customer Service Management)
What is Customer Service Management(CSM)?
Customer service management is a broadly recognized, widely-implemented strategy for managing and nurturing a company’s interactions with clients and sales prospects.
SCOPE OF WORK:
To keep the customer and supplier details : Client can enter / update / delete the customer and supplier details. These details include the unique identification number assigned to them as well as the details of transactions with them.
Provision of Search : Client can search of the Customer. Supplier, Enquiries, purchase & Sales Orders based on various criteria such as name, code (Unique Identification no) and date. Client can enter the search string too, to make the search faster.
Bill generation : Bill is generated customer wise for the given range of date by the client.
Receipt generation : A receipt is issued to the customer with reference to the bill generated.
Avoid manual work : The client’s manual processes incur the high risk of data entry errors, redundant work. Project helps in eliminating this kind of paper work and reduces the manual efforts.
To maintain and view the Enquiries and Sales & Purchase details : Details of Enquiries are maintained date wise and a unique identification number is assigned to each enquiry. On the basis of Enquiries Seles & Purchase details are maintained.
Stock Maintenance : Details of inward and outward are maintained. Variance report is generated and authorized on end of each month.
To know the expense incurred: All other expenses such as transport, electricity are maintained.
To maintain records service call and AMC : Details of service call and AMC are maintained date wise and unique identification is assigned to each service call. On basis of which monthly service call report is generated.
To work with existing financial system: Our project works with existing financial system to give the client greater control over 100% of organizational expenditures.
User Login and User Roll Maintenance : All data regarding user login their rolls and access rights are maintained.
Generation of Reports : Reports are generated to take a quick glance at the summarized details of customer, supplier, Purchase Challan and Bill Details, Receipt Statement, Stock Details and Service Call Details.
Demo Link : Click here to view Demo
Shi-am Technologies India LLP