A leading Hoists, EOT Cranes Manufacturing Company in Gurgaon awards OMS – Outstanding Management system software to Finsys

1. Scope of work

   1. Title: Outstanding Management system.

   2. Here the focus is for collecting more payments.

   3. Works on laptops/Mac/Computers via the browser too.

   4. Enter the customer wise monthly target- How much to collect?

      1. PPT OF HOW , TO SEE TARGET VS ACTUAL

   5. PIE DIAGRAM

      1. TARGET VS ACTUAL

   6. BAR DIAGRAM

      1. PERSON WISE COLLECTION

   7. LINE CHART

      1. TWO LINES

      2. TARGET = FOLLOWUP. IN A MONTH

   8. ACTUAL LINE

1. ACTUAL = Record whether contacted customer or not ?

2. How many times?

3. What did customer say each time (alibi’s, Reasons, Commitments)

4. Entry of follow ups with voice attachment option

5. It will create a log list of customer follow up

6. When is the collection expected?

7. Sending the payment reminder letter on the fly.

8. Sending the STATEMENT OF ACCOUNT on the fly.

   1. TRIED THE EMAIL, BUT RUN TIME ERROR….

9. Sending the payment reminder letter on the fly.

10. Few Reports are given to check log list

    1. Client dashboard wise

    2. client wise

    3. person wise

11. team dashboard

    1. target vs actual

2. Benefits

   1. Better collaboration between sales team accounts team and collection team

   2. Better transparency with the customer on what his staff is telling us.

   3. Monitor what your collection Department is doing ?

   4. Who called which customer ? and when ?

   5. What did the customer promise about next payment ?

   6. Monthly Summary of Followup’s = Customer wise History, makes is easy to explain the extent of followup, you have already done.

   7. Daily Summary = Own Employee wise Daily Report of Followup, Auto Email.

   9. Youtube link: https://youtu.be/Cxrc7vCv90U 

   11. Ease of work

   12. More collection for your company

   13. Useful for collection department

3. 1. Finsys shall use ASP.Net in this product.

   2. Finsys shall program with a responsive page technology.

   3. The benefit is that the screen shall modified itself automatically based on the screen size of the device. For example Mobile Phone vs Tab vs Laptop vs iPhone.

   4. It will work on both iPhone, Android Phone and Desktop/ laptop Technology