The Customer Relationship Management system compromises of both the Contact System and the Sales system acting as one. Every lead, prospect, customer information is managed with EBIMS CRM.
The system has far many capabilities to outline, therefore, we request that you schedule a demo to learn about our CRM Software Development.
The Sales Management module of EBIMS offers the organization a comprehensive Lead Management and disposition feature. As the sales staff hammer the phones to the new prospects, the system allows the user capabilities to access any historical information or on-going or past interactions with the prospect and also store any additional call information real time into the system.
The sales module has a unique workflow as the lead matures through the sales cycle turning the opportunity into a sale. During the entire sales cycle, Senior Management and Business Executives have access to a real time dashboard giving them a snapshot of their Sales Performance Management System.
The Timesheet module of EBIMS™ allows all employees of the Owner Company and its subsidiaries to enter time against all or any Projects that the organization has undertaken. The Projects in the timesheet system pulls data from the EBIMS™ Project Management Module. As various projects are undertaken and resources contribute time towards either internal or client facing projects. As time gets added to their specific project pool, the user submits the time for approval to their reporting manager for approval. The system allows reporting managers to review, approve or reject time. Senior managers can access and manage each other's work queue's as defined in the configuration rules. This allows a granular level of control to the end user.
Following through the base configuration of the EBIMS™ system, the timesheet system allows the system administrator to manage and configure specific rules with the help of the configuration panel.
Finally, the powerful reporting engine of the Timesheet Management System allows Managers and Business Executives real-time view into tasks performed per project by various members of the organizations, insight into project costing visibility into the performance of the organization's workload and efficiency.
As the organization grows, it is far too cumbersome to manage contracts. Which contract started when, which contract is coming up for renewal etc. When such information is not visible real time to business managers, it directly impacts financials, most importantly budgeting let aside the legal challenges and other direct or indirect monetary losses.
Contract Management Module is a Software Solution to this challenge. This module allows the organization to manage contracts for any of their companies, be it wholly or partly owned. The system tracks contract managers interfacing at both ends and vendors allocated on specific contracts. EBIMS custom rule based engine allows the automation of business functions greatly here as this module further integrates into the projects, tasks, timesheet and the orders for customers.
The value add can be seen outright. System allows Business Managers and Executives access to real time information and total contract value at every given stage. The comprehensive reporting allows business managers to plan for renewals or prepare for negotiations with clients and/or vendors much in advance or prepare to take up any legal matters up with the Counsel for discussions.
Base configuration of EBIMS™ system with the Contract Management further ties it into Project Management Module which defined the Start and End date of the Project with scope of work and resources allocated to that particular Project.
No more missed emails! No more digging through emails to find out what was assigned to whom and related to what project? A common issue we see in Project Management and task allocation.
EBIMS Task Management Module derives its projects from the EBIMS Project Management module allowing the team to allocate tasks to each other. The system integrates with any POP based mail system, allowing the site user to use a branded corporate mail solution to collaborate between their peer group, clients and vendors. The best part is that as the task progresses, everyone is updated and a complete historical record is maintained through completion of the task. The task finally goes to closure ONLY once the originator verifies its completion.
The big value add to the organization through the use of this module is to assess the workload on every individual in the organization, time bound Online Task Management, Project burden, burn rate on projects and much more. This allows Senior Managers to focus on the business and additionally ensure timely resources allocation to projects.
The Work Order Management System Module of EBIMS interacts very closely with the Contract Management, Project Management and Task Management components. Work Orders are more client facing. Any estimates, change requests from customers are directly generated through this module. The system allows tracking of resources on every order and time allocation of their tasks. The system allows sending estimate approval requests to clients or vendors. Clients, Vendors and Partners can approved estimates with a simple click from within their mailbox without even having to log into a remote system.
The big value adds is for Project Managers, Business Managers, Executives and most importantly Accounts. As Work Orders get completed and tagged for billing, Accounts can directly pickup and bill against specific projects.
The primary objective of Document Management System (DMS) is to track and store Electronic Documents. It is capable of keeping track of the altered versions modified by different USER and this also allows USER based permission to access the document.
The system has far many capabilities to outline; therefore, we request that you schedule a demo to learn about our DMS.
The overall integration of Contract Management, Tasks, Work Orders, Timesheet etc. finally resorts into accounting and billing. The accounting and billing modules of EBIMS handles multiple currencies and conforms to the accounting standards.
Billing for any task is directly handled from a central platform. Following EBIMS rules based engine, the Business Managers and Executives have complete visibility on income, expenses and analyze trends across the organization.
Piped-Mail Support System Module or also internally referred to as the Support Center is a module which integrates with the system users email platform and auto reads emails from any number of mailboxes defined. The support center users can either generate a ticket to put into the workflow of the organization for completion or channel into various departments.
The big value add here is again for Business Managers brining in visibility into support process of the organization. All customer queries are channeled through one source and ensured a guaranteed level of response time as per business norms. It also allows business managers to efficiently manage resources within the organization.
No system is good without great reporting tools. If you can only enter data and cannot generate reports per your requirement, the system loses its value overtime.
The Day Reporting Center of EBIMS is one of the most powerful features that is heavily geared towards use by Business Managers and Executives allowing comprehensive reporting capabilities. At Tarika Technologies, we use this quite heavily and keep adding to the report pool.
Custom reports are generated and made available to any customer on demand.
EBIMS comprises of a powerful Mass Mail Engine. The primary objective of this engine is to deliver messages to contacts in EBIMS instantly or even schedule message distribution.
The system allows historical reporting, template setup. A big value add is configuration of one's own domain to be used for mail routing avoiding the system from getting blocked from reverse checks into the domain, completely custom branded for the Organization using EBIMS.
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