Users and Features

iCRM Users

Sales – Inside and Field

Tariva’s iCRM solutions provides a range of functionalities which address the needs of sales staff, both in the field and in the home office.  

Account Management                          Contact Management

Opportunity Management                     Pipeline Management

Expense Reporting                              Forecasting

Product/Service Prices                        Multi-Product Management

Product/Service Configurator                Notes Management

Competitive Information                       Literature Fulfillment

Marketing Encyclopedia                      Duplicate Record Management

Proposal Generation                           Account/Opportunity/Contact Query

Data Synchronization                          Standard Report Generation

Goal/Compensation Planning               Screen Design & Layout Management

To Do's                                              Assistants

Tickle File Management                      Batch Letter Management

Call Sheet                                          Letter on the Fly

Lead Entry And Tracking                     Team Selling

Autodial                                             Inbound/Outbound Calling

 

 

Telemarketing

As a part of a campaign management cycle, marketing programs require a follow-on process, for example, telemarketing.  Telemarketing staff productivity and lead qualifications are major concerns. iCRM provides functionality's to address these concerns.

 

Contact Management                           Inbound/Outbound Calling

Account Management                          Lead Entry

Opportunity Management                     Tickle File Management

Suspect & Prospect Management         Multi-Product Management

Pipeline Management                           Batch Letter Management

Autodial                                              Letter on the Fly

To Do's                                               Duplicate Record Management

Notes Management                              Account/Opportunity/Contact Query

Literature Fulfillment                             Screen Design & Layout Management

Team Selling                                        Assistants

 

Sales Management

In a complex world of sales, sales' management challenges are to ensure highest sales productivity as well as customer satisfaction and loyalty.  Information technology is critical to sales managers by providing them with tools to know the latest status of a sales campaign to territory assignment and forecast management.  iCRM has features to make sales management tasks more easy and timely:

 

Forecasting and Forecast Management         Pipeline Management

Expense Management                                 Analysis

Territory Assignments                                  Pricing Strategy

Accounts Management                                Account/Opp/ Contact Query

Opportunity Management                             Standard Report Generation

Multi-Product Management                          Assistants

Proposal Management

 

 

 

Marketing Staff and Management

Marketing is one of the most important functions in a company for charting out the course of business expansion, introducing new products, and developing a detailed strategy to position a company in a increasingly global marketplace.  But, the marketing department needs tools and timely information to perform such functions. iCRM has the way to bring appropriate technologies to marketing

 

Marketing Analyst                                     Marketing Manager

Prospects/Mailing                                     Market Analysis

Database Segmentation                             Campaign Analysis

Leads Management                                   Leads Management

Campaign Management                             Pipeline Management

Market Analysis                                        Promotional Schemes

Competitor's Data                                      Technology Needs

Product Configuration                                 Customer Surveying

Trend Analysis                                          Pricing Strategy

Gap Analysis                                            Account/Opportunity/Contact Query

Marketing Encyclopedia                             To Do's

Customer Surveying and Analysis               Standard Report Generation

Complaint Analysis                                    Screen Design & Layout Management

Account/Opportunity/ Contact Query           Assistants

Notes Management

Screen Design & Layout Management

 

 

Customer Service Management

It is not enough to simply sell a quality product, anymore.  In today’s world, a company’s image is usually determined by its ability to support its products and services.  Customer Satisfaction is maintained by the Service organization and systems that contain up-to-date information about all of the current and historical activities transacted between the Customer and your company.  This can range from contractual relationships to open sales orders or open service calls. iCRM has the ability to make all of this information available to the Service system of your choice, and therefore, allowing the Service agents to resolve most Customer issues with just one call.  

Call Center Management                       Change Management

Call Tracking & Follow-up                      Asset Management

Help Desk Services                              Decision Support

Network Management                           Satisfaction Surveying

Contract Management                          Training Scheduling

Spare Parts Sales and Tracking            Customer Self Service

 

Users and Features

Sales Team- Office, and field

Telemarketing Team

Sales management Team

Marketing and Management Team

Customer Service Management team

Business Process Modeling


Business Process Modeling: Tariva becomes even more highly differentiated with its Intelligent Process Modeler. This proprietary product is unique in the market. A marketing/sales process evaluation and improvement tool, a company can finally define the value of a process, and improve it! . When asked what processes are used to acquire leads, convert them to qualified prospects, and ultimately to customers, most companies are only able to offer a vague outline of that process. ipModeler enables a company to clearly define what that process is today and closely monitor it to identify inefficiencies.

By building on this knowledge base and modifying the process accordingly, companies will be able to continuously improve the VALUE of the process. ipModeler can be used for lead tracking and management, prospect capture and customer acquisition, and can be easily customized for things like promotions and campaigns. Integrated into the iCRM® product to further and more clearly differentiate it, ipModeler will be offered as a stand-alone solution as well. Tariva believes that ipModeler is unique and is designed to be the perfect add-on to other companies' Front Office offerings.


iCRM® and iPModeler are both well suited to our dual marketing strategy -- Internal Deployment (Licensing) and Hosting. The power of iPModeler is perfectly suited for OEM/Resale and large account penetration. Positioning itself as an Internet Solution company offering a series of CRM related solutions, Tariva will be a single source for a closed loop Internet Business (iBusiness). Beyond iCRM® and ipModeler, Tariva has plans to introduce additional capabilities to serve the iBusiness market: A Web portal will be developed as a front end to iCRM® so that additional modules such as electronic catalog (iCatalog), electronic shopping (iShop) and buying (iBuy) may be added.

Tariva, Inc.
256 Great Road, Suite 1, Littleton, MA 01460, USA
Tel: (978) 392-5988  
Email : info@tariva.com