Share
Information
Make the most of all your clients, contacts, projects and leads
with one single database - accessible both in and out of the office.
Improve Business Development
Effectiveness
Profile clients and key industry sectors for targeted marketing
and corporate hospitality. Measure the value of all your KPI project leads.
Reduce Bid Costs
Co-ordinate
your activities for pre-quals and RFPs, understand which projects are won or
lost and access real time information on the bid pipeline.
Deliver Superior & Consistent
Service Levels
Create,
assign and manage RFIs and client service issues from initial contact through
to resolution.
Manage Client & Project
Documentation
Quickly
search for and locate relevant client and project documentation.
Make Informed Decisions
Report
on bids by client, region, industry sector and discipline and identify trends
and opportunities.
Use Easily
Manage
all your contacts and projects from within Microsoft Outlook – the tool you
already use every day.
Work from Anywhere
Access the same information with
Microsoft Outlook on your laptop or via a web browser. Access your diary, key
contacts and activities via a wireless handheld device.
The reasons why you keep all those stuffs recorded. You need to check them all over again to make sure that there's nothing wrong with the next task. Nice guidelines by the way.
ReplyDeleteEmail marketing integrated with CRM can also help in streamlining correspondence with architects, contractors and brokers.
ReplyDeleteThe ABCD of our Implementation approach
ReplyDeleteAlignment
Business requirementsare consolidated keeping a future growth /expansion path in mind. Change requests are considered carefully and collectively before being executed. Associated risks, implications on a project timeline, impact on the upgrade path and costs are evaluated and communicated as part of the recommendation.Triad works transparently in identifying the best possible solution for a customer’s needs ensuring a meaningful alignment of customer’s visionwith the project deliverables.
Business understanding
Triad’s reputationhas been built by its consultants who are the brand ambassadors bringing to the table rich consulting experience and customer facing skills. The Lead Consultants are all Sage certifiedwith 6 to 12 years of relevant experience and understanding of domains like Trading, Distribution & Logistics, Manufacturing, Projects, Property Development and Leasing, Retail and IT Services.
Consultative Approach
Business applications are meant to solve business problems. In line with this vision Triad consultants recommend a suitable Customer Chart of accounts for the ERP or Segmentation in CRMto facilitate accurate MIS reports.We reconsider inventory segments and codification to support efficient tracking and reporting and if required give our independent recommendations, We suggest controls in processes surrounding the ERP/CRM implementation to facilitate accurate data collection or aggregation and without tying down the salesmen to their desks.
Documentation
Documentation is a key element of the project communication plan. Clear comprehensive documentation can significantly de-risk a project. As part of the project implementation Triad provides
MS Project Plan with deliverables and milestones that can be tracked
Training power-points for ongoing training
System Specification manual for your technical IT team