Feature setup is essential for setting the company’s regulations, arrangements, and control policy.
Before recording any operations, the user must set up the company file.
If these settings are not made, the customer may find that the results do not comply with its policies and need to re-enter its operations.
Therefore, settings are vital when using the software. It’s very important to understand this. The setup unit is the most important step and must be done before using the software.
Introduction:
What is Customer Relationship Management (CRM)?
Customer Relationship Management (CRM) is a tool that can help you boost your business by providing a unique and unified experience for your customers and building better relationships with them by tracking all customer interactions, managing your sales, organizing and prioritizing your sales opportunities, and simplifying collaboration between different teams.
This platform aims to help businesses manage their relationships with customers by providing a way to connect teams and manage notes, tasks, and metrics in one place. This platform acts as a contact management program where customer information is stored, including the following elements:
Phone numbers
Email
E-mail correspondence
Social media leads
Addresses
Purchase history
Preferred communication methods
Using the aforementioned data, CRM technology prioritizes leads, and ensures you are automatically contacted by the leads most likely to purchase.
The program saves every interaction across multiple mediums, even if the lead does not result in a sale. This helps sales representatives avoid manually entering data, and provides them with valuable content to use in customizing future messages.
This process begins by documenting all inquiries from potential customers, whether they are in-person visits to the workplace, incoming emails, or phone calls. The user can document all of these requests through the CRM system in the Hanawey program.
The program provides the ability to track requests and create quotes directly for interested customers. Quotes can be tracked and their status can be changed, whether they have been approved, rejected, modified, canceled, or for other reasons. Once the quote is approved, it is automatically linked to the delivery of goods or services. CRM is closely linked with other departments, especially the accounting department.
Create incoming and outgoing messages: Create, edit, print, and cancel.
Add contact form text
Follow-up – change the status of an online quote request
Reports:
CRM reports: These reports are important because they enable users to view a variety of information, including inquiries, documents, and messages.
Filtering and customization capabilities: CRM reports can be filtered and defined by a specific date or a range of dates to make it easier to access the required information.
Export and printing: Reports can be exported to Excel and printed, and columns can be customized.
Report list:
Inquiry list
Team task list
Document center report
Incoming / outgoing email report
Incoming and outgoing messages
Additional features:
Comprehensive reports
Reminders
Designing form templates
Printing
Access levels
Support for Arabic and English languages
Integration with other modules in the Hanawey program
Users can approve the Enquiry received and can be approved & make a Quotation from it.
2. Quotation
The quotation form has many functionalities in it like
Multiple Statuses are available in the Quotation; the User can change the Quotation status from the form itself.
Duplicate the transaction
Convert the Approved Quotation to Delivery or Invoice from the form itself
3. General Reminder
Users can schedule reminders inside the system. This will be linked with the Calendar.
Users can Recur the saved reminders. Recur setup can be made daily, weekly, monthly
4. Send and Schedule SMS & Email Notifications
Outstanding balance notification to selected name: The User can schedule \ send an email notification to selected names for the outstanding balance
Renewal AMC: User can schedule \ send an email notification to selected names for AMC expiry
Follow-up Quotation: The User can schedule \ send email notifications to request the status of the Quotation.
Follow-up Inquiry: The User can schedule \ send an email notification to request the Inquiry status.
Follow-up Job In Progress: The User can schedule \ send email notifications for follow on the Job in Progress requested
Unpaid Invoice: The User can schedule \ send email notifications for follow-up the unpaid Invoices
Users can schedule \ send notifications of the Real estate module for the following.
Contract Expiry
Tenant Passport Expiry
Tenant Visa Expiry
Trade License
Payment Due
Users can Schedule \ send notifications of the HR module for the following
Labor Contract Expiry
Labor Card Expiry
Company Contract Expiry
National ID Card Expiry
Employee Passport Expiry
Employee Residence Visa Expiry
5. Calendar
Users can schedule reminders and make notes and tasks in the customized Calendar.
6. Document Center
Users can create documents and attach any number of documents with any attachment type
there are default document types created in the system.
7. Group Task (To All)
The system can create a daily task for the Company Users. This task will be linked with any name type. Attachment options, Estimated Time, and Expected time to finish functions are also available.
8. Staff Daily Report
9. Create Incoming and Outgoing Letter Letters, Edit, Print, and Void
Users can create Incoming \ Outgoing letters, and they can be printed with customized templates.
10. Add Contact Form Text
The system has the option to convert text to Contact. Paste the Contact's address from anywhere, and the system will automatically fill in the name and additional details from it & User can save it as Customer or Prospective.
11. Follow up – Change the Status of the Online Quotation Request
CRM Reports are crucial since they enable users to view various information. This includes inquiries, documents, and letters. Furthermore, CRM reports can be filtered and specified through the exact date or a range of dates to enable easy accessibility to the required information. Also, they can be exported to Excel, printed, and columns
can be customized as well.
The points below present these reports and the order displayed in Hinawi Software.
List of Enquiries
List of Group Task
Document Center Report
Incoming \ Outgoing Emails Report
Incoming and Outgoing Letters
Comprehensive reports, Reminders, Design templates forms, and Printing