Mocha CRM

By admin, April 10, 2013

Customer Profile: Our client is a start up ISV Company based in Iran. They are at present the 1st company to come up with an exclusive SaaS based CRM solution in Iran.

Current Trends

Customer Relationship Management (CRM) is a business philosophy which provides a vision for way to a company wants to deal with its customers. To deliver that vision, you need a CRM Strategy which gives shape to your sales, marketing, customer service and data analysis activities. For most companies the aim of CRM strategy is to maximize profitable relationships with customer by increasing the value of the relationship for both the vendor and the customer. The challenges posed by current economic conditions are forcing companies to evaluate CRM products in a more critical light. Enterprises want more from CRM but they want it in fewer, simplified features. They’re also focused on a new goal: relationship optimizing.

Business Situation

Our client wanted a CRM Application that’s SaaS based and loaded with customized features. This in general meant a solution covering marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

Solution

The shift from historical CRM licensing and procurement to the SaaS model has taken a strong foothold and continues to be the sole high-growth area of the CRM industry. Leo TechnoSoft’s innovation team meeting our client’s requirements developed a SaaS based CRM solution that was aimed to maximize the capabilities of customer relationship management. In addition to advanced sales force automation (SFA), customer support, and marketing automation, Mocha CRM delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution. Developed in the latest PHP technology and hosted on cloud, you are assured that the system can scale with your business needs and no expensive hardware/software is required on your end. It’s availability on mobile helps you track sales activity—every lead, opportunity, and customer, especially when you’re on the go. What’s more, you get the latest updates as they are released!

Features

• On Cloud
• Simplicity and ease of integration
• Mobile access
• Product Tracking
• Outlook Integration
• Stronger multichannel support
• List management/master data management
• Flexibility and customization
• Accounts & Contacts
• User interface
• Enabling the sales pipeline
• Order to cash modules

Benefits

• No upfront IT infrastructure, software installation or configuration
• Robust Forecasting and Reporting
• Improved Sales Performance and Management
• Less cash outlay
• Easy deployment
• Instant access to your data from any device
• Decreased administrative overhead
• Automated Workflow
• Scalability
• Configuration and Customization Capabilities
• Greater ability to identify and seize new opportunities – with predictive analytic