2.  What is CRM?
 What benefits does it provide companies?

3. WHAT IS CRM?
 An integrated approach to identifying, acquiring and
maintaining customers.
 Allows companies to coordinate their approach across
channels, departments and also geographically.

4. WHAT IT DOES...
 Builds a database that describes the customers and
the relationship they hold with the company.
 Database: a collection of information that is organized in a way
that allows it to be easily accessed, managed and updated.
 Provides enough detail so that the company can offer
the client the product/service that matches their need
the best.
 May contain information about their past
purchases, who is involved with the account and a
summary of all conversations.

5. Roles – Types of Login ids
1. Executive
2. Manager
3. Sr. Manager
4. Lead
5. Scan Desk
6. Customer Service
7. Client

8. Login Page for all
www. neusourceworld.com
Employee Client
login login
Panel Panel

10. Executive – Roles & Responsibilities
1. Attendance
2. Checking daily basis the activities allotted
by the manager.
3. Checking daily basis notes / instruction
given by the manager.
4. Action on activities
5. Download input and upload output
documents related to the activity .
6. Daily Report

11. HOME PAGE - EXECUTIVE

12. Activity View

13. Countinue….upload & download files
1. Download the Input documents attached by the manager (if any) to the
activity and complete the activity before the due date
2. Upload all Output documents related to that activity for verification and
scrutiny for manager after completion of the activity
3. This option available for each activity/job

14. Continue….update job status daily basis
Not Yet Started – Executive has to change the status
to “ Not yet started” when received all supporting
documents but could not yet started the activity
Work in Process – Executive has to change the status
to “ Work in Process” when executive received all
documents, started to execute the activity and the wok
is in process now
Refer to Manager – Executive has to change the
status to “ Refer to Manager” when executive face
some problem in execution of the work and want to
return back the activity to his manager
Pending with Department – Executive has to change
the status to “ Pending with department “ when
Work is in hold / completed and submitted or pending
with department
Pending at client – Executive has to change the
status to “Pending at Client “ When he/she cannot
execute the activity because documents / permission
pending at clients end
Documents received – Executive has to change the
status to “ Documents received” when he/she
received the supporting documents to start execution of
the activity
Done – Executive has to change status to “ Done” after
completing the work with full satisfaction at his/her
end

15. How to Report Daily to Manager?

16. How to Report Daily to Manager?

17. Submitting Daily Report

18. How to Update Profile?
Click here & fill the
information about
you, and it is
mandatory to all

19. Manager – Roles & Responsibilities
1. Attendance
2. Daily Report / Visit Report
3. Managing Activities Status wise
4. QC/Closing of Done Activities.
5. Guide its Executives regarding problems in
pending Activities
6. Activity Transfer
7. Managing Pending Activities among Executives
8. Reading & Guiding Executives in their Daily Report
Comments on activities
9. Controlling overdue Activities

20. Home Page - Manager

21. Assignemt detail View

22. Create / edit/Recreation assignment page view
Update status to
“Work in Process’
“ Refer to Manager”,
“Done”

23. Manager Visit Report
Manager
Name
Client Name
Check box Check box
for for
selection selection
Manager
comments of
Executives
Clients remark
section as per
visit and
discussion

24. Activity creation / Edit form

25. ACTIVITY TRANSFER

26. Sr. Manager – Roles & Responsibilities
1. Attendance
2. Daily Report
3. QC of Done Assignment.
4. Guide its Manager regarding problems in
pending Assignments
5. Managing Pending Assignments among
managers
6. Assignment Transfer
7. Reading & Guiding Managers in their Visit
Report Comments on assignments
8. Create / Recreate Assignments

27. Home Page - Senior Manager

28. ASSIGNMENT TRANFER

29. Home Page- Customer Service

30. List of Clients

31. MAIN POINTS TO TAKE HOME…
 Know your customer!
 CRM can lead to greater customer service → greater
profitability!!
 Remember that it is not enough to be nice to your
customer – you must learn from them.

32. Epilogue
This whole initiative is just our another step
towards our Mission Statement;
“Our clients take Centre stage as we continuously re -
evaluate the quality of the service that we provide. We
seek to identify and address everyone of our clients’
requirement and also strive to fulfill the expectations of
our clients in order to provide their full satisfaction”
We expect full co-operation & feedback from our
Clients, Staff & associates.

33. Thank You