Product:

A Product is something that is produced by the business for its customers. Products are aimed for customers’ facilitation. TDS CRM allows the businesses to keep track of their product offerings so that the sales staff can use the information effectively to generate more and more sales.

Lead:

Leads refer to the future customers. These are the customers who ever have shown any interest in your product. Leads can be generated from the marketing events such as trade shows or conferences. TDS CRM system allows the businesses to maintain a complete database of leads. The database contains detailed information about the contact. Using this information, the businesses can successfully achieve the goal of converting a lead into a regular customer.

Potential:

Potential is the next stage of the lead. When a lead is expected to generate a sale, it is converted into potential. The TDS CRM automatically recreates the contact information of lead upon conversion to potential. Once a lead is converted to potential, its previous record from the leads is automatically deleted to avoid duplicate entries. Users can set the conditions, meeting which the lead will be automatically converted to the potential.

Account:

An account is a record containing the information about any contact that can be lead, potential or a regular customer. TDS CRM allows the businesses to create and maintain accounts for all the customers, leads and potentials. These accounts make it really easy to retrieve any information about any contact.

Contact:

Contact refers to the contact information about any customer, lead or potential. In TDS CRM, a contact is automatically created when a lead is converted in to a potential.

Quotes:

A quote is something that is offered by the seller to the buyer on request. It contains details about demanded price, quantity and other details about the product. TDS CRM offers an easy and efficient way to create quotes for the potential customers.

Purchase order:

A Purchase Order (PO) is a formal document that is issued from the buyer to the seller. It is next stage after the quote approval. It contains the details about the agreed prices, quantities and types of the products ordered. The seller has to deliver the products while complying with all the specifications specified in the purchase order. The TDS CRM allows the business to track the purchase orders so as to ensure guaranteed and timely delivery of products.

Sales order:

A Sales Order (SO) is issued from the seller to the buyer after the receipt of the purchase order. It authorizes sale of the product. The TDS CRM automatically creates a sales order using the detailed information from quote.

Invoice:

An invoice is a formal note or document that is issued from the seller to the buyer. It is a sort of a transaction proof. An invoice is usually issued upon delivery of products. It contains the details about the types, quantity, agreed prices and other terms about the delivered products. The TDS CRM automatically creates invoices by using the information from quotes.

Campaign:

A campaign is a drive or a set of activities that tends to increase sales. Usually campaigns are aimed to expand the customer base by identifying leads and converting them in to customers. Along with increasing customer base, the campaigns also plays a vital role in brand awareness. TDS CRM provides the businesses with all the tools required to effectively manage and monitor the campaigns.

Vendor:

In simple words, vendor is a supplier. A vendor can be supplier of the raw material or ready products. Vendors play an important role in the success of the business. That’s why; TDS CRM allows the businesses to maintain a database of vendors so that businesses can avail best deals from the best vendors.

Trouble Tickets:

Trouble tickets is the most used term in customer services department. A trouble ticket refers to the customer request or issue. They are used by the help desk staff to manage and respond the issues and requests put forward by customers. Executive can use the trouble tickets information to improve the processes involved in customer services.

Security Administration:

Security administration is a very important feature of CRM. It ensures information confidentiality and integrity. With TDS CRM, you can authorize who can access the information. It is really easy to restrict the information from irrelevant users by specifying the users or groups which should have access to the particular information.

Profiles:

Profiles are really useful in assigning the privileges to a particular team or a group of users. Instead of granting the rights to individual users, create a profile and allocate certain rights and privileges to it. The users having or included in the given profile will automatically have the access to the certain information.

Groups:

Groups also aid in security control. Every organization has a certain type of data which should only be accessed by certain users. For example, if there is a specific customer account which should be accessed only by specific people, then you can make a group of those people and assign them the rights to access that specific customer account.

Sharing Access:

Sharing access defines the extent to which users can share data. For example, can sales staff see the leads of each other? With sharing access, users can restrict their accessible information.

Field Access:

Field access allows the businesses to hide certain fields. You can specify which fields to display in each module. By default, all the fields are accessible to the entire organization, which can easily be restricted by specifying the field access.

Tag Cloud:

Tag clouds provide real convenience in accessing data which is being labeled with tags. It also helps in categorizing the records up to user’s requirement for easy access. Using tag cloud, one can pool aside the objects either on the base of subjective or other values.

Calendar Reminder:

TDS CRM allows the users to set activity reminders. On the specified time, the reminder pop-ups and can either be closed or postponed. If postponed, the reminder will pop-up again after specified interval of time. This feature is really handy and ensures smooth flow of activities.

Instant messaging or chat:

The chat functions offer the real-time communication among the CRM users. This instant messaging system can be used both as public or private chat rooms. The public feature allows all the users to discuss and contribute to an issue, while private chat room will have only limited and specified individuals.