Project Management System
The Project Management System(PMS) provided by XLPLAT makes the management of projects rather easy.Right from the time of project arrival till it's delivery the software provides a platform to manage it.Allocating teams,mentors,monitoring the progress of the project as well as keeping a check on the expenses made is an extra feature provided by the software.
The key features of the PMS Module are:
- Customizable workflow for different types of projects
- Team allotment and notification to each member
- Notification on each step of workflow as the project advances
- Hierarchical team structure in projects with different permissions for each member
- Project Report delivery and sharing with individual people or the whole company, with annotations and annotation sharing.
- Helps in keeping the client updated on project status
- Searchable project data which helps in finding a similar project done before for reference
- Client feedback for each project with option for excellent, neutral or bad feedback to review and analyze the client satisfaction
- Defining budget and hours on each project for analysis of revenue and cost spent on each project
- Customizable email notifications as per your needs, with logo, signature etc.
Client Management System
The XLPLAT Client Management System(CMS) is the most powerful tool for handling the clients information and tracking their record. The module allows the preparation of reports to track trends over different periods, drill down for the consolidated data, allows business forecasting and gives a bird eye view of the marketing activities of the company. This feature in the ERP software enhances the working of the marketing department and ensures that the individuals are working towards their aim.
The key features of the CMS System are:
- Complete data of potential clients can be added to the system by the data miners
- The Business Development(BD) Managers can allot the data entered to specific caller according to the type or country for calling
- Callers have a very impressive view of the data to select a potential client and start calling them using the system.
- The system provides a very convenient method to input call remarks after each call and set reminders for next follow-up or email reminders for a fixed call or a meeting scheduled next
- The platform provides a graphical and tabular representation of caller's performance per week/month which gives an added benefit to the management to discover the weak points of callers and provide them with necessary training
- Another advantage is that the management can easily discover the potential market by analysing the call remarks and status added by each caller with the help of advance search filters