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Centra Hub Launches CRM Express
to facilitate Digital Transformation
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The CRM Express solution
is aimed to automate sales
management processes
to boost productivity and
business growth.
C
entra Hub has announced the
launch of CRM Express, a robust and
well-implemented CRM system that
will enable organisations on their Digital
Transformation journey.
The solution is intended to streamline the
sales management processes of businesses
from ‘enquiry to cash’ with automated
campaign management, opportunity
management and follow-ups with pre-defined
quotation structures and proposal templates.
Centra Hub’s new CRM Express is a Digital
Transformation CRM system that will
provide robust campaign management
and tracking to allow for campaign
creation, tracking campaign budgets and
actual spends, define campaign targets
of lead count, opportunity count and
revenue targets.
follow up mechanisms after three reach-
outs to prospects.
“Consequently, a significant portion of
the pipeline that sales teams are chasing
results in a no-sale scenario. To add to it,
adhering to deadlines and keeping a strict
watch on timelines are a critical part of a
successful sale.
role or hierarchy, or have the system take the
decision to auto-approve or auto-reject the
approval request.
“The sales journey is fraught with
roadblocks across the path and it is always
a challenge for the sales personnel to keep
pushing through these roadblocks to come
out on the other side with a successful sale,”
added Naik.
“The simple step of managing follow – up
prospects boosts the conversion ratios, which
in turn boosts the organisation top-line and
profitability. These follow-up triggers can
be specific to role, region, product, team,
prospect or any other parameter of the
business, thereby ensuring that the policies
of the organisation are embedded into the
CRM, allowing it to take active role of sales
management and administration.” “One such process is obtaining timely
approvals across the sales journey. The
CRM Express system provides adequate
controls in ensuring that nothing ‘falls off
the radar’ and timely approvals are received
for the sales process to propagate from desk
to desk. Moreover, the audit trail controls
ensure that that traceability of approvals will
always be available for audit purposes.”
Centra’s CRM Express can automatically
identify conditions, where a process can
be approved or escalated for approvals
on pre-defined data parameters. If the
approval authorities do not react to the
approval requests within a pre-defined
timeline, the system can be triggered to
automatically remind the approver, reroute
the approval request to a different person, The automation of follow up processes
within the CRM Express will boost the
conversion of prospects into clients. Its
embedded document management
engine further integrates with cloud-based
document storage solutions such as Google
Drive and OneDrive, to provide an internal
document library which can be used to build
a digital document archive. n
Each lead or opportunity created within
the CRM Express will then be tagged to
the corresponding campaign providing a
detailed visibility towards campaign success.
The system will also provide proactive alerts
on targets, achievement, deviations and also
govern campaign execution tasks through
proactive activity controls.
Nisith Naik, CEO of Centra Hub, said:
“According to most research and studies
related to sales, opportunities are converted
into sales wins with a minimum of six timely
follow up interactions. Research also shows
most sales personnel drop their active
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