Lead entry thru web interface or Mobile app. Lead followup, assignment, categorization as Cold, Warm and Hot
Enter contact data and option to take it to lead and followup to close the sales deals
Record customer data and profile based on geo-location and business segments.This helps in running marketing campaign.
Task Management & Reminder
Provide reminder of upcoming tasks and tasks to be done today
Product and Services Management
Provide products and services that can be availed by customer and that sale team should focus to sell.
Generate and send quotations to leads & customers via EMAIL & SMS.
Record the deals/sales and attribute them with customer and sales team.
Manage Sales Team
View sales team progress. Add & delete resources. Log and maintain work/task report.
Effective management of sales resource. Smart web & mobile platform to access CRM from anywhere at any given time. Real time tracking of sales data.
Update and maintain database of prospects & contacts. SMS, Tele-calling & E-mail campaigns for effective business growth.
CRM is integrated with Tally master import for customer information. Customer data is exported and imported in Tally. Email and SMS is also integrated.
For any business "Customer is King". Any successful business will fulfill customer needs and wants to their delight. The business will have complete information about the customer behaviour.
CRM helps businesses build a relationship with their customers that, in turn, creates loyalty and customer retention. Since customer loyalty and revenue are both qualities that affect a company's revenue, CRM is a management strategy that results in increased profits for a business.
At its core, a CRM tool creates a simple user interface for a collection of data that helps businesses recognize and communicate with customers in a scalable way.
Maintaining a CRM tool is the basis for a scalable sales and marketing system. Any company will benefit from maintaining a record of which conversations, purchases and marketing material can be associated with leads and customers.
A CRM tool helps in profiling customer attributes and purchase habits.If you are a starter, few questions to ponder: