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KELP CRM-SRM-SDM Triplet Logo - Copy.jpg
KELP CRM logo.jpg
KELP SRM logo.jpg
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Custom Designed Dashboard for Senior Management

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Kelp CRM – Customer Relationship Management

  • One Click Quotation / Offer to your Customer

  • One Click Enquiry (RFQ) to your Supplier

  • One Click Request for Samples by Marketing to Sample Dispatch Person

  • One Click Document request to Regulatory Affairs department

  • One Click Invoice & Sales Contract to Customer

  • One Click P/O to Suppliers

  • Onc Click to Send Marketing Contents to Customers

  • One Click to track Marketing activities in Real Time (From LEAD to Order Confirmation)

  • One Click to Follow-up Customers who haven’t placed order after receiving their requested Sample[s]

  • This is a serious Business Development CRM & cannot be used for calling Customers on their Birthdays and Anniversaries

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Kelp SDM – Sample Distribution Management

  • Marketing can request for a Sample on a Single Click

  • One Click Sample Dispatch Execution

  • One Click to Track Sampling Activities in Real Time

  • Manage Sample request from Multiple Sources

  • Automatically update marketing about the Sample being sent to their Customer

  • 100% integrated with Kelp CRM, current activity status is available for Marketing in their CRM

  • No formal or technical knowledge required to use this SDM module

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Kelp Pre-Lead Tracking and Customer Profiling

  • One Click to view whats actually happening to your LEAD in Real-Time

  • Used for communicating with Customers before they become your actual customer

  • One click method to On Board your customer into your main CRM

  • Used for Customer Profiling who are brought On Board

  • Used for Customer Content Broadcasting such as Company Profile, Product Lists, COA, GMP certificates etc

  • One Click to Generate an Enquiry post Customer Profiling

  • Track whats happening to your LEAD at each stage from the time you assign a LEAD to your Business Development department

Kelp SRM – Supplier Relationship Management

  • Designed specifically for your Sourcing, Procurement, Logistics and Purchasing team

  • 100% integrated with Kelp CRM

  • Customer details are not available to the users of this module

  • Users can request Price from Multiple Suppliers on a Click. Each Supplier will receive an individual email

  • System can help Users shortlist the Best Supplier based on the Price[s] received from each Supplier

  • Actual Cost got from Supplier will never be Shared with Marketing department

  • One Click to inform Logistics on Actual Cost Procurement from Supplier

  • On procuring Actual Cost from Supplier, Logistics can record all Backoffice costing performed to arrive at a cost which is released to Marketing

  • Special provision to release a Final Cost to Marketing, where Marketing can either quote the same cost or anything higher

  • Once Click to inform Marketing that their requested cost for a particular product has been procured

  • Marketing can then add the Markups and send a Quotation/Offer to their Customer without knowing the Supplier of their product

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Kelp COA – Certificate of Analysis Management

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  • Designed specifically for your QA/QC team in the testing lab

  • 100% integrated with KELP CRM

  • Marketing and Sample Dispatch team can request for a COA to be prepared on a single click

  • Availability of customer details is an option for the users of this module

  • Simple method to create a COA within minutes using predefined testing parameters

  • Special provision to automatically attach the COA to its related product on a Click

  • Once Click to inform Marketing that their requested COA is updated and attached for customer broadcast while sending an offer

Our New addition to our Existing CRM Product

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Click on any telephone number on your screen, the CRM will dial the number and connect it for you on your mobile

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Capture pictures of your Assets, Employees & Equipment’s directly from your WebCam

and have it stored on your active form on a click of a button

THIS FEATURE SOLD SEPARATELY

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Report Broadcasting Service

This service helps in automatically sending important reports to the management at a certain time of the day on a daily basis

So even if your employee forgets to send you the report at the end of the day this service will surely send it

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New Content Broadcasting & Tracking

A handy tool for your marketing team to send across your Company Profile, Product List and other contents required by your LEAD before he becomes your customer OR once you bring the Customer Onboard

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Industry Classifications

You can classify each Customer under an Industry using 3 levels of Hierarchy

Customer Wise Industry Classification Fo

Product Classifications

You can classify which product each Customer is buying by classifying him under any 5 levels of the Hierarchy

You can then search using any Product Category to identify the Buyers of that Product

Customer Wise Product Classification For

Tour Planning

Designed specifically for your Business Development Team who is on the move

Have your Marketing Departments Tour’s Approved using an internal workflow process within the CRM

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Track  Expenses Per Tour

This helps in analysing Revenue Generated Over all the Expenses incurred Per Enquiry

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Supplier Relationship Module

Introducing our New SRM-Supplier Relationship Module

Designed Specifically for your Purchase Department OR Cost Procurement Team

 This module helps Marketing department send Cost Procurement requests to the Purchase Department,

where the Purchase Department is unaware of who the Actual Customer is

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The Actual Price got from Manufacturers is not available to the Marketing Executive, the only Price available to the Marketing Department is the price which the Purchase department releases to them à “Price released by Purchase Dept to Marketing Dept” in the Orange Label. Marketing can add their Markup in the Marketing Dept’s Final Price to Buyer and have their Offer submitted to their Customers on a Single Mouse Click.

Cost Procurement Status In Realtime

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Visually identify your best bidder

(This feature available only in Office 2016 and above versions)

(This is fictitious data used only for presentation purpose)

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Pricing Sidekick

(Designed specifically for the Sourcing & Procurement Department)

(This is fictitious data used only for presentation purpose)

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Sourcing Sidekick

(Design based on real life Sourcing & Procurement experience[s])

This is fictitious data used only for presentation purpose)

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VAP - Vendor Approval Process Tracking

(Designed specifically for the Team handling Regulatory Affairs Department)

(This is fictitious data used only for presentation purpose)

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Find customer on the Map

(Designed specifically for the Marketing Team planning a visit to their customer)

(The marketing person only needs to select a customer & click on the Show on Map button)

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Sales Pipeline Tracking in Real-Time

(Get live updates when a LEAD converted to Opportunity & Opportunity to Revenue)

(Designed specifically for the Marketing Manager)

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User Level Security

(Assign Specific access to Menu's, Customers, Products & Suppliers)

(Designed specifically for the Marketing Director)

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CALL US : 91-9773008786

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