{"id":1037,"date":"2014-11-27T06:38:52","date_gmt":"2014-11-27T06:38:52","guid":{"rendered":"http:\/\/www.purpleconnect.com\/website\/?page_id=1037"},"modified":"2014-12-09T17:58:10","modified_gmt":"2014-12-09T17:58:10","slug":"asset-management-crm","status":"publish","type":"page","link":"https:\/\/www.purpleconnect.com\/website\/vertical-solutions\/asset-management-crm\/","title":{"rendered":"Asset Management CRM"},"content":{"rendered":"

Asset Management CRM Infrastructure<\/strong><\/p>\n

Customer Account Management<\/strong>
\n– Centralized customer and distributor db
\n– Customer relationship maintenance
\n– Prospect conversion rule
\n– Investment products
\n– Document repository
\n– Email distribution List
\n– Commentaries maintenance & distribution
\n– Maintenance of RM details
\n– Tracking of RM activities
\n– Adhoc reporting
\n– Supports mail merge<\/p>\n

Sales Management<\/strong>
\n– Sales activity tracking
\n– Sales forecast and cost figures
\n– Sales reporting
\n– Scheduled reports
\n– Cross Sell\/Upsell<\/p>\n

Leads Management<\/strong>
\n– Lead capture
\n– Prospects Reporting
\n– Pipeline tracking
\n– Sales call reports
\n– Activities tracking
\n– CRM Outlook (Online access only)\u000b<\/p>\n

Complaint Management<\/strong>
\n– Aggregation of survey feedback
\n– Feedback and complaint tracking<\/p>\n

\u000bOthers<\/strong>
\n– Audit Trail
\n– Role base security
\n– Adhoc report through wizard, excel, filtered views
\n– Maker checker<\/p>\n","protected":false},"excerpt":{"rendered":"

Asset Management CRM Infrastructure with integrated solutions consists of Customer Account Management, Sales Management, Leads Management, Complaint Management and more!<\/p>\n","protected":false},"author":1,"featured_media":1272,"parent":1029,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/www.purpleconnect.com\/website\/wp-json\/wp\/v2\/pages\/1037"}],"collection":[{"href":"https:\/\/www.purpleconnect.com\/website\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.purpleconnect.com\/website\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.purpleconnect.com\/website\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.purpleconnect.com\/website\/wp-json\/wp\/v2\/comments?post=1037"}],"version-history":[{"count":5,"href":"https:\/\/www.purpleconnect.com\/website\/wp-json\/wp\/v2\/pages\/1037\/revisions"}],"predecessor-version":[{"id":1786,"href":"https:\/\/www.purpleconnect.com\/website\/wp-json\/wp\/v2\/pages\/1037\/revisions\/1786"}],"up":[{"embeddable":true,"href":"https:\/\/www.purpleconnect.com\/website\/wp-json\/wp\/v2\/pages\/1029"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.purpleconnect.com\/website\/wp-json\/wp\/v2\/media\/1272"}],"wp:attachment":[{"href":"https:\/\/www.purpleconnect.com\/website\/wp-json\/wp\/v2\/media?parent=1037"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}