Sales Automation

Through Target CRM capture, manage and track your complete sales cycle from Leads Management to opportunities ( Deals ) to Quotation to Order Booking and Invoicing.

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Automate and Streamline Sales Processes

Single tool to manage and review all your Sales Activities and provide you with Sales Analytics.

Customer Journey – 360 Degree View

Target CRM manages the complete customer journey. Target CRM enables you to see the entire customer journey from lead generation to order booking and invoice tracking.

Deal – Opportunity Management

Easily organize and manage opportunities using Pipelines and Sales Stages. CRMs provide complete visibility into your sales pipeline, allowing you to instantly see what stage of the cycle a customer is currently at.

Proposal – Quotation

There’s no sale unless you send a quote to your potential customer. CRMs help you streamline the quotation process by providing pre-designed templates. All you need to do is input relevant customer data and send it their way!

Sales Order

Track and Manage Customer Order Booking. Target CRM manages and reviews your actual sales by capturing or converting quotations into sales orders. Track your monthly order bookings.

Invoice

Generate, Share and Track the status of Billing (Invoice). Target CRM Invoice module helps you to trace your billing, payments and Customer rating.

Sales Targets

Evaluate Sale Achievements. Target CRM helps to plan and track sales executive wise Sales Targets and Actual order booking to review and accelerate sales performance

Calendar – Event Task

Organize, Schedule and Manage Tasks Effectively. Activity and task management help you and your sales team to organize and prioritize your day. Target CRM lets you create custom, prioritized lists and reports that improve your entire team's efficiency and productivity.

Data Access Security

For added security, you can restrict your employees’ access based on their role in the organization. Control what different users see within your CRM to prevent data leaks and security breaches.

Improve Deal Close Rates and Win More Business

By tracking and managing the sales cycle in a TargetCRM system, sales teams can shorten the sales cycle and close more deals.

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What Our Clients have to Say About TargetCRM

We serve clients from various industries; we want to serve you too.

Kaushil Patel
Apollo Infratech Pvt Ltd

“It was a wonderful experience to work with the team of Excellence consultancy so far.”

The target CRM is very simple to use, user-friendly for all our users and customized to fit our requirements. The way an excellence consultancy team provide a service is very unique and quick.

Raj Roy
Schnell India Machinery Pvt Ltd

“Our experience with Target CRM is good.”

We are happy with the support and services provided by Excellence Consultancy Services towards smooth functioning of Target CRM.

Manoj Goswami
The Sandesh Limited

“It was a great pleasure to work with Excellence consultancy Service.”

The team was professional and handled everything perfectly and gave us good support. The TargetCrm was cost efficient and once I started using it, I realized a streamlined process and much better organization. I can now focus my attention on the vital parts of my business and not worry about the small, day-to-day issues."

Karan Darak
Hifield-AG Chem India Pvt Ltd

“Target CRM has made it easy to organise, manage & sort customer leads, accounts & sales.”

It is a great piece of software that has been integrated with Hifield since 2014. Their data management system helps us keep track of all the leads, we have sent out and those who have expressed interest in our product or services. TargetCRM has been helpful for organisation whenever needed. They have customised the software for better working for our Business Managers and Administrators."

Amit Suthar
Galaxy Sivtek Pvt Ltd

“I highly recommend prospects to meet Excellence Consultancy Services dynamic leadership and team for their CRM solutions requirements.”

Excellence Consultancy Services targetcrm, is a team of highly professional, energetic, creative and technically sound and you always find them ready to extend quick support for your any question related to regular working, new requirements and development.

Yogest Raut
Cocoon IT Services Pvt Ltd

“ I am very happy for CRM’s mentioned modules support had very professional approach from you.”

You have done excellent support in all medium phone, emails and required development. You are completely aware of your system and know rightly where to make business requirements. For consultants it very much important to know functionality and technical limitations and I feel you have both. Wishing you a good luck! 😊"

Integrated with the business apps you use every day

CRM integration offers an expansive array of benefits for business growth. Integration can increase organizational productivity and efficiency by bringing together all data and processes into a single place and platform

Frequently Asked Questions

At the heart of a CRM solution is something called “sales force automation” (SFA). SFA combined with CRM automates some sales functions, so you can accelerate and streamline the sales process. For instance, instead of being mired down in yellow sticky note reminders or buried in spreadsheets and Google Docs, you can move leads through your sales team quickly and easily, as a team.
Yes. If you have customers, you can benefit from CRM. Even if your customer base is small, no one can keep every interaction — ones that have already happened, or need to happen — memorized and organized. It’s a powerful business tool that streamlines processes, gives valuable business insights, and virtually connects employees at your company so they can collaborate as a team, in real-time. That’s something businesses of any size can use.

With solutions that range form self-help pages (that allow agents to focus on the tough cases), to full call centers, CRM brings immense value to customer service teams. Your service reps can also use it to generate service tickets and keep track of all your customers’ contact with your service department. And, because the entire system is connected, account reps and every other relevant department will be fully aware of customers’ issues, so everyone can be a service agent when you need them to be.

Insights about customer service issues can be shared and added to a knowledge base so that agents can help customers even faster. In addition to shortening case resolution time, this kind of connected service also makes agents happier. It all comes down to giving them the tools to do more for customers — which in turn drives customer loyalty and referrals.