NOKI TECHNOLOGIES is a trusted vendor to the Pharmaceutical & Biotech Industries and the Research Institutes for the past 10 years.  Mr. K.R.KASYAPA, a Graduate in Pharmaceutical Sciences, established Noki Technologies, a proprietary concern, in 1997. The company was converted into a Private Limited Company in the year 2001. During the professional career spanning more than 23 years, Mr. Kasyapa has rich & diversified experience as Hospital pharmacist working for the Ministry of Health, Kingdom of Saudi Arabia, to application support for most of the products/services offered by NOKI. He was associated with a Contract Research Organization as Vice-President – Business Development & Strategy.

Noki Technologies wants to showcase and promises to deliver huge return on investment through increased sales, customer satisfaction and efficiencies.

Increase contact time: The average salesperson spends only about 17 percent of his/her selling cycle in front of the client, and close to 35 percent of his/her time performing administrative functions. Through the automation of some of the administrative work, more time will be available to reach and service customers. By examining your buy and sell cycles, you will be able to better qualify these time savings. The key to this argument is to demonstrate exactly how the time saved can be used to make more contacts.

Shorter sales close cycle: By reducing the close cycle through the delivery of key information the customer can use, this tendency can be reduced, resulting in better margins.

Increased manager involvement in the sales cycle: By tracking the opportunities as soon as they come into the pipeline, an HCRM solution will enable sales to qualify leads and make quick decisions on the best opportunities to pursue. All too often, sales reps pursue business that appears to have a high dollar return, only to find out that that path has already been well-traveled without success. Giving sales managers better control over what leads their sales reps work will result in more closes and better productivity from the field. To prove this point (without the aid of automation), select a pilot group of existing sales reps and dedicate a resource to assist in qualifying leads. Make sure to keep track of the effort necessary to manually track the leads and manage the opportunities. Compare before and after sales figures. By doing this you can make a compelling case for automation-it will deliver the same results, while streamlining the cost- and labor-intensive tracking process.

New product launch: A key success factor in launching a new product is expeditiously training reps to identify new or existing customers and sell them the new product. A HCRM solution will enable your sales staff to quickly understand the new product, its place in the existing product mix and how to identify potential customers for the new product.

Responsiveness: studies indicate that time that could be spent selling a potential customer is eaten into by non-selling activities. The result is an overlong sales cycle. Your HCRM solution can dramatically reduce the time necessary to reply to your customers with information that will drive them to decide in your favor. Methods by which this is made possible include improved order preparation, proposal delivery, literature fulfillment and generally improved communications between your sales force and your customers. By simply looking at the reasons you are implementing a HCRM solution-the "pain points" in your sales cycle that you are endeavoring to correct-you can find the financial justification for the investment.

Harvest designed and developed whole website with following features:

DAILY DASHBOARD

1. Dashboard: See a picture of your sales pipeline with the number of opportunities at each stage in the sales process for each stage.
2. Today’s Activities: Review a list of any appointments and tasks you have for today and see the opportunity information directly related to that event.
3. Today’s Opportunities: Call up the Opportunity Window associated with your appointments and tasks so you can review the details of the sale before connecting with your customer.
4. Update Activities –Open any appointment or task with a single click and make changes or mark it complete and the information is updated.
5. Help – Shortcuts to Help and Tutorials give you an easy way to get using quickly or refresh your knowledge on important functions.

HOMEPAGE

Contact Management

• Organize and manage customers by contact or company.
• Track and review all communication, sales opportunities and history for each customer.
• Create contacts, companies, opportunities, emails, and follow-ups with a single click.

CONTACT  & TASK  MANAGEMENT

The success of any business to a great extent depends on well-organized contact information, making the data available for ready reference. Contact management therefore enhances the relationship between customer and sales life-cycle for the purpose of business growth.

Contacts normally mean persons with whom a communication is established for the purpose of building a relationship or a business opportunity.

Contact management means a well organized contact data, viz. communication with clients, meetings, calls, email, as well as interactions through websites. HCRM 's contact management stores all these important information, letting you retrieve it quickly and easily. Contact manager modules can help you in the process of acquiring customers as well as procuring products from various vendors. In this sense, contacts can be associated to accounts as well as vendors for a business.

Regular communication with clients through frequent meetings, calls, e-mails, interactions through websites, etc. provides up-to-date information on company prospects, sales pipelines, internal associations, and other data-enabling an effective contact management system.

• Track all contacts and related opportunities, cases, activities, and other details from a common repository
• Manage hierarchy of contacts within your customer company to have a better coordination while dealing with customers
• set up contact assignment rules to automatically assign contacts to the sales force in your organization

a.  Contacts and Institutions: Easily add, edit and update contact and Institute records. Create new contacts and Institutes.

b.  History and Activity: Review all emails, tasks, appointments, and attachments for any contact or institute/client in one window as well as read through a history of related notes.

c. Search Option: Quickly search for any contact, Institute, Client, Sales Opportunity or activity by simply entering keyword in to the search.

d.  Activity Tracking: Track, review, and report on all activities recorded as notes for any Institute/ Client or Sales personnel.

Opportunity Management

• Create sales opportunities from any email or contact.
• Track notes, emails, appointments and follow-ups for each sales opportunity.
• Review your pipeline by sales stage, status, due date.

SALES MANAGEMENT

a.  Manage Sales: Review a list of sales Opportunities and see the details of each.

b.  Sales in View: You can create new opportunities and contacts

c.  Make New Sales: Create new sales opportunities, contacts and Institutes/Clients

Daily Sales Activities

• See a quick overview of your sales pipeline by stage, due date.
• Organize today’s appointments and follow-ups and see the opportunities related to them.

CUSTOMER MANAGEMENT MODULE

Customer Database stores

  1.  a customer name and/or staff name of corresponding customer;

  2.  a business transaction of the customer;

  3.  detail information representing business activities for achieving the business transaction,

  4.  a completion scheduled date, and an actual completion date;

  5.  information for determining whether each maturity stage has been attained;

  6.  a check flag representing whether a maturity item has been attained, and

  7.  a strategic scenario showing some plans for the business transaction toward the customer.

Each of sales-staff terminal inputs the above data, stores the input data, and displays the detail information of the business activities in chronological order of the scheduled dates in the form of a list. The displayed data can be viewed from a manager terminal as well.

An HCRM server estimates the demand for products, based on the check flag stored in the customer database.

 Reporting

• Create Pipeline Forecast, Account Summary, and Sales Activity reports with the touch of a button.
• Design custom report templates specific to your company.
• Save your reports as HTML making them easy to share with anyone.
• Easy Reporting: Can Create Pipeline Forecast, Sales Summary, Sales Activity, or Won/Loss reports.
• Focused Reporting: Reports by Account Rep, Customer, Sales Stage, or many other variables to see, just the information you needed.
• Custom Reports: Create & Share reports at any level or division in your company. Create reports for a single salesperson, a sales group, or whole company for a truly global look at your sales.

Standard HCRM & Sales Reports

Sales Force Automation

• Sales by Lead Source
• Potentials Closing by this Month
• Pipeline by Stage & Probability
• This Month Report
• Accounts by Industry

Customer Support

• Products by Cases
• Cases By Origin
• Cases By Status
• Cases By Priority

ADMIN MANAGEMENT

Security Administration based on Role

 To control the access rights of users while working with HCRM data and modules such as leads, accounts, contacts, potentials etc. The Role-based security includes Profiles, Roles  and Groups.

With the Roles and Data Sharing Rules, you can set up multi-level organizational hierarchy and control the data-level access rights as per user's role within organization.

Groups (also called as Teams) allow you to extend the data-level access to other users with similar job profile, working in the same department or project, or sharing the data among common geographical location.

Profiles

• Manage module-level permissions for Sales, Marketing, Support, Inventory and other job profiles
• Manage permissions to access the data administration and other CRM utilities
• Control the access rights to fields using field-level security so that users can access fields that are relevant to job profile

Roles

• Share CRM data with users as per their job role (CEO, Vice President, Manager etc.,) in an organizational hierarchy
• Define common access rights for Roles/Groups for read/write permission to access the CRM data across the organization
• Set up data sharing rules to extend access rights to the other roles, roles & subordinates, and groups in an organization
• Enable sharing of the data among peers so that user with a same role can access other user's data

Groups

• Manage groups (teams) based on job profiles, departments, or location of the users
• Assign users, roles, roles & subordinates, and sub-groups to the groups
• Setup data sharing rules for groups so that users associated with the groups can have access rights on common data

PRODUCT MANAGEMENT MODULE

Allows you to organize, control and manage a wide range of products. The project management system will ensure changes and updates are easily made and latest products are seamlessly added to your website.

Details regarding your products can easily be updated or added to your website to ensure your online product information is accurate, fresh and up-to-date.

Updatable products include:  

• Product Name
• Product Description
• Commentary
• Image
• Pricing
• Product Code
• Specifications
• Availability
• Categories/Sub Categories
• Shipping and Handling Information
• Other Information

Key users can be assigned product management roles with corresponding levels of authority, access and permissions. Email alerts can notify upper-level administrators of changes made by other users so product updates can be appropriately reviewed and approved prior to publishing. . In addition to these quality functions, default styles, such as colors, fonts and format are set, to ensure a consistent look and feel.

Savings

• HCRM delivers 25-50% savings

Process Improvement

• Opportunity Management
• Sales  Staff  Management
• HCRMtriggers the opportunity order entry process to the closure.
• Reporting