Best B2B CRM software- Maple CRM for sales and process management

Maple CRM is the most simplified CRM software widely used by B2B : Sales and Service & B2C-Service businesses.
Manage Sales, Orders, Quotations, Invoices and integration with SAP with Maple CRM.

1. www.maplecrm.com CRM software for Sales and Service Management India | UAE | Canada

2. 1000+ Customers Globally 13+ years of Quality Deliverance

3. Verticals Sales Service Projects

4. Lead Capture Inquiry Management Workflow Automation Follow ups and Reminders Quotation generation (pdf) Invoice (pdf) Deal Management Repeat order management Geo-tagging for field Sales Sales Management Features One-Touch Communication with leads Generate and Share Quotation in 5 minutes Location Tracking of Field Sales Executives

5. Quotation Builder Sales Management Features Multiple Profiles Create quotation profiles for multiple purposes. Variations based on payment terms, product types, discount types, tax rules, etc. Select the right profile and generate the quotation- NO TYPING NEEDED! Layout Customization Customize the design and placements of the elements in quotation. Customizable data fields, heads, footers and text. Manager Approval Quotations can be sent for approval to authorities. After their approval, only then can be sent to the client. Prepare and Send Quotation Over WhatsApp

6. Deal management Sales Management Features Set parameters and score for the deal Based on customizable parameters like deal value, type, expected closure, etc., a score can be set for a particular deal. High score deals can be prioritized to be taken up before the other lesser prospective ones. Products and details Products required by the prospective client can be added in the deal with all the details like Product catalog with classification, description, pricing, tax details, images and brochure support- all pre-configured in the CRM. Quotation for that deal can be quickly generated with this product list.

7. Deal management Sales Management Features Deal Owners and access control Deal can have a single or multiple owners, can be selected depending on the requirement. Other team members can also be included in the deal with access restrictions. Owners can input their updates for the deal. Admin or managers can have an access to all the deals and their statuses. Deals can be filtered and classified based on the owners, status, value, products and any other custom field.

8. Service Management Features Ticket Raising SR management Contracts / AMC management Assigning to team Geo Tagging SR status updates Escalations Customer Feedback Service Management Features Quick Addressing of Service Requests Prioritization based on Location and Urgency Service Report from Phone

9. Service Management Features SR management- allocation Service requests raised by customers can be punched in the CRM. SRs can be allocated to the executives based on Subject Matter expertise or Location. The executives can prioritize the SRs as per the urgency and distance. AMC and Contracts Management Contracts can be configured based on types, visits scheduled and mapped to the respective executives. Executives can be notified when their visit to the service location is due. Multiple contracts can be customized and managed with Maple CRM. Service Report and Feedback Once the service job is done, report can be generated through mobile or desktop and shared to the customer. With configurable formats, service reports can be quickly generated and can be sent to manager for approval. Customer Feedback can be received in the app and accessed by managers. Service Management Features

10. Project Management Features Project Configuration Task Allocation Ad-hoc tasks Status Updates Team Performance updates Set Milestones Monitor Progress Create, Customize and Configure Projects Allocate Tasks to Team Set Milestones and Monitor Progress

11. Case Study 1 Cosmos Pumps Well-known de-watering pump manufacturers in Noida (U.P.), India Nature of business: Manufacturer Using Maple CRM since : 2+ years Features provided: Sales Management Deals Management Service Management Field Service Visit Management

12. Business Need Challenges Solution Client wanted to have a system which can manage the entire sales process right from lead capturing to Order processing from web as well as phone. They also needed single point, 360 degree view of the entire team’s activities and updates to the admin (manager) Presently all records and updates are manual, resulting in data loss and lead loss too. Admin doesn’t have a centralized monitoring over team’s activities. Invoice is generated in SAP, but there was no system to connect the invoices with sales. Sales and Service management package of Maple CRM covered every requirement as above. In addition to this, client received Custom Quotation generation, SAP integration, hierarchy-based user access restrictions and Mobile + Web App. Field Service management consists of geo-tracking and deal/ Serivce request updates through phone.

13. Case Study 2 Infinite Uptime Industrial predictive maintenance solution providers in Pune (Maharashtra) Nature of business: Solutions & Services Using Maple CRM since : 4+ years Features provided: Sales Management Deals Management Field Service Management Geo-Tagging

14. Business Need Challenges Solution Client wanted a centralized, cloud-based sales management system which can be monitored from any where, any device. Locations and Updates of field service executives needed to be monitored by the manager. Custom quotation formats and invoicing required. Because of manual and (Excel-sheet based) maintenance, sales team updates were not real time, leading into data miss and delays. Scheduling of field visits and updates were not possible. Management couldn’t get clear insights on business progress. Maple CRM solved the issue by providing Sales and Field Service management package. Web and mobile app provided flexibility of operation. Intuitive and custom configured quotation formats proved to be the best solution. Geo-tagging of the field executives and auto location updates gave real-time updates to the management on actions of the field engineers. Custom and Summary reports were configured to automatically get triggered to the management team, giving them clear, informative business insights.

15. Project Management Features Facebook lead gen forms Instagram lead gen forms Google ads IndiaMart TradeIndia Exporters India JustDial Web forms JivoChat Landing Pages Integrations for Lead Capturing

16. Mobile App (Android and iOS) Sales and Service Management on your finger tips!

17. 5x Productivity upto 30-40% more sales 0% Lead Leakage

18. Customers Speak

19. Some of our Enterprise Customers Checkout more Clients here

20. DENISYS TECHNOLOGIES LLP Corporate Office: #57, 1st Floor, 2nd Main, KEB Layout, BTM First Stage, Bangalore - 560 076 INDIA [phone] | [email protected] www.maplecrm.com