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TechFocus was founded, and continues to flourish based on a very unique culture. We cater to every client and their dema ..more
TechFocus was founded, and continues to flourish based on a very unique culture. We cater to every client and their dema ..more
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Opportunity & Pipeline Mgmt.Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | |
Partner Relationship Mgmt. (PRM)Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information | |
Task / Activity ManagementManage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | |
Desktop IntegrationAllows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | |
Territory & Quota ManagementAssign and manage sales quotas and territories. Track progress against quotas. Change as needed. | |
Contact & Account ManagementStore and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | |
Customer Contract ManagementManagement of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. | |
Product & Price List ManagementEnter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | |
Quote & Order ManagementAllows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. |
Email MarketingAllows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | |
Campaign ManagementOptimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 80% (Based on 3,261 reviews) |
Lead ManagementAllows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | |
Marketing ROI AnalyticsEnables analysis of effectiveness of an organizations various marketing activities |
Call Center FeaturesAllows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | |
Case ManagementTracks issues/help requests reported by customers through the resolution process. | |
Customer Support PortalProvides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | |
Knowledge BaseInformation repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | |
Support AnalyticsEnables analysis of customer support activities to optimize customer support professionals, processes and tools. |
ForecastingEnables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | |
ReportingEnables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | |
DashboardsAn easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance |
Social Network IntegrationUse public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | |
Social Collaboration FeaturesEnables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | |
Mobile User Support |
Output Document GenerationAllows adminstrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | |
Sandbox / Test EnvironmentsAllows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | |
User, Role, and Access ManagementGrant access to select data, features, objects, etc. based on the users, user role, groups, etc. | |
Performance and ReliabilitySoftware is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | |
CustomizationAllows administrators to customize to accomodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | |
Workflow CapabilityAutomates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | |
InternationalizationEnables users to view and transact business with the same content in multiple languages and currencies. | |
Document & Content Mgmt.Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. |
Integration APIsApplication Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | |
Data Import & Export ToolsAbility to input, modify and extract data from the application in bulk through a structured file. | |
Breadth of Partner ApplicationsTo what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. |
Salesforce helps businesses of all sizes accelerate sales, automate tasks and make smarter decisions so you can grow your business faster. Salesforce CRM offers:
- Lead & Contact Management
- Sales Opportunity Management
- Workflow Rules & Automation
- Customizable Reports & Dashboards
- Mobile Application
Salesforce has one platform, seven clouds, and everything is connected. It’s easy to customize and make changes. Our metadata-driven software architecture means customers get three seamless upgrades a year. Nothing breaks, no matter how big you grow.