VSCRM-Customer Relationship Management (CRM)

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VSCRM/DMSSoftware Solution
VS Design Worx Pvt Ltd
CIN U72900DL2003PTC122622 Website
www.vallesoft.com Software Development Web
Development Mobile Applications Products
Enterprise Applications eCommerce Digital
Marketing
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VS Design Worx Pvt Ltd

• (An ISO 90012015 ISO 270012013)
• We offer software development, web development
  programming, Technology consulting services,
  ecommerce, web optimization and maintenance
  services for e-business enterprise, mobile
  applications, digital marketing and embedded
  applications
• Our major clients are
• VLCC HEALTHCARE LTD (WELLNESS, PERSONAL CARE
  INSTITUTE) ORANE INTERNATIONAL PVT LTD
  (EDUCATION FASHION DESIGNING)
• HARMAN GMEINER SCHOOLS (SOS), SOS CHILDREN'S
  VILLAGES OF INDIA, ACTION AID, PLAN INTERNATIONAL
  INDIA (CHAPTER), ALLAINACE INDIA, LEPHONE
• O/O THE CAG JOURNAL (COMPTROLLER AUDITOR
  GENERAL OF INDIA), CANDOR, ROLLS ROYES, AMIRA,
  JINDAL, CLAT POSSIBLE ETC.
• We have a team of 50 certified Professional of
  different
• key skills.

AboutUs
VALLESOFT is a Global IT consulting company
established in the year 2003, we specialize in
Web-to-Enterprise Integration, Industry Specific
Solutions, Mobile Applications and Strategic
Outsourcing.
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Our Promise
VS Design Worx Pvt Ltd (ValleSoft)

• We promise to equip your business with the tools
  to work smarter building customer and partner
  long-term relationships.
• We promise to approach building your scalable
• business with as much thought and creativity as
  if it were our own.
• We promise to plan strategically with you for
  effective use
• of these DMS systems to develop your business.

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We pride ourselves on three things

• Sticking to project timelines
• Being cost-effective
• Building great apps for every client

• List of our Software Products
• ERP (Enterprise Resource Planning) Solution
• Lead Management system
• Financial Management System
• E-CRM (Customer Relationship Management) Solution
• eLearning Management System
• POS(Point of Sale) System / Billing Software
• Status Tracker/ Project Management software
• E-HRMS (Human Resource Management Solution)
• CRM (Donor Service Solution for NGOs)
• E-School Management System
• Inventory Management System
• Approval Management System

• What We Do
• Software Development
• Web Development
• Mobile Applications
• Products Enterprise Applications
• eCommerce
• Digital Marketing
• Technology Consultancy
• Database Development
• Product Maintenance

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• Intranet Portal

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Donor Management System (DMS) Software Solution

• The objective of the entire project is to
  development the Software solution for Donation
  Service Solution/Fundraising software refers to
  any software solution that was built
  specifically to facilitate nonprofits
  fundraising efforts.
• These platforms make the fundraising process more
  successful by enabling nonprofits to build
  individualized donor stewardship strategies and
  by optimizing the donation process, data
  management, marketing and communications, and
  other efforts.
• The DMS is know as Donor Service Solution. The
  project maintains the donors history and their
  Domestic and Foreign contributions, donor profile
  and their eligibility for different projects
  following technologies and tools which are
  explained in the next slide.

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Flow Process of our CRM/DMS
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Software Description of our CRM/DMS

• Donor Service Solution(DSS)/MIS is build on MySQL
  User Interface is supported by HTML5
• Its main catch is that it works/functions offline
  Online and data is synchronized by automated
  process for making its accessible all over the
  location
• It is compatible with all the technologies to
  create interfaces such as donation, receipts for
  capturing creating its own
• database
• Donor Management Software Solution is highly
  flexible and robust application and it is fully
  customizable as per the functionality/processes
  of particular center wise operation needs
• Constituent and supplier management - ability to
  track supplier and supplier revenue, volumes,
  campaigns and purpose preference.
• Ability to manage teams, sales agents and team
  leads
• Ability to track various modes of transactions -
  Cheque, NEFT, Online Wallets, Social media,
  E-NACH and UPI
• It is platform independent and therefore can run
  on any Smart Phones, IPads etc

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Software Description of our CRM/DMS
Manager Donor Profile Group Assign Manager Donor Profile Group Assign
Reporting Existing Donor Donation Statement Issue it Certificate

MIS Report General (Overview Single Year, Overview
Multiple Year, Small MIS) Individual Partner Collection Status Campaign Analysis Multiple Year, Small MIS) Individual Partner Collection Status Campaign Analysis

• Utilities
• User login
• User List
• Master
• Activity

• Manage Collection
• Inwards (Register/Receipts)
• Receipts (Issue Receipt/Receipt Control
• Upload IP (Bank Deposits Receipts)Certificate
  ( Issue 80 G 12A)

• Regular Donor
• ECS (Mandate Registration Upload, Monthly Dept
• CR / Card
• Standing Instruction
• E-NACH
• Reports

• Printing Dispatch
• Receipt ( Paying / Non Paying)
• Letter (Welcome/ Thank You)
• Labels
• Reminder (Birthday Greetings Etc)

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DASHBOARD of CRM /DSS (Donor Service Solution)
USER NAME
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UTILITIES MASTER of CRM /DSS (Donor Service
Solution)
USER NAME
More slides
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MANAGE DONOR REPORTS of CRM /DSS (Donor
Service Solution)
USER NAME
More slides
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MANAGE COLLECTION of CRM /DSS (Donor Service
Solution)
USER NAME
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Project Implementation Process
The DMS project will be completed in three phases
(Minimum time period mentioned)
Phase-1
Phase-2
Phase-3
SRS Gathering Application Building (30 W.D.)
Integration of internal/external
applications. (10 W.D.)
Testing / Bugs Resolve and Go Live (10 W.D.)
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The Solution

• The whole CRM/DMS System will be designed in HTML
  5 and developed in core PHP using AJAX,
  java-query etc. The database will be managed
  through MariaDB.
• Some of the web characteristics shall cover the
  following criterias
• Responsive
• HTML 5.0
• Content storage- Content will be stored on Cloud
  based Server.
• Compatible with latest gadgets like iPads,
  tablets, smart phones etc.
• Look Feel with Structured navigational
  interface.
• Easy to manage and handling at any user level.
• Solution Pre-requisites
• Hardware and Software Pre-requisites
• All required Hardware third party license will
  be provided by client only .ValleSoft can
  recommend the desired requirements suited for
  the efficient running of the solution.
• SRS- Requirements (Resource Application)
• To understand deploy the module, we would be
  requiring one resource from respective department
  wholl help us to explain the process structure
  of its Project Team and one IT person to help
  us drive the business objectives.

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CONTACT INFORMATION
VS Design Worx Pvt. Ltd. C-47, III rd. Floor, DDA
Sheds, Okhla Industrial Area Phase-1, New
Delhi-110020, India Contact Details
Mobile[phone], 91 -11
-46073938 E-mail sales_at_vallesoft.com,
support_at_vallesoft.com Website www.vallesoft.com
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