Customer Relationship Management
CRM Software
CRM is a smart business platform, the first of its kind featuring the most unique and the crucially needed functionalities that can revolutionize your business processes. CRM (Customer Relationship Management) is a technology for managing all the company’s relationships and interactions with customers and potential customers.
Flexibility To Highlight
CRM Dashboard
A CRM dashboard gives a snapshot and key performance indicator of the overall sales activity. It typically includes new leads, Task management, Project status, Reminders, Announcements, Payment records, Ticket reports and overview of all latest and upcoming activity. CRM dashboard focuses on graphs, images and figures for quick overview. It is extensively customizable which gives the flexibility to highlight which metrics matters the most for individuals and a team. Dashboard is also useful for tracking the progress of individual sales team members towards certain goals.
It keeps your team on track
It streamlines your teams work
It results in a stronger sales process overall.
Flexibility To Highlight
CRM Dashboard
A CRM dashboard gives a snapshot and key performance indicator of the overall sales activity. It typically includes new leads, Task management, Project status, Reminders, Announcements, Payment records, Ticket reports and overview of all latest and upcoming activity. CRM dashboard focuses on graphs, images and figures for quick overview. It is extensively customizable which gives the flexibility to highlight which metrics matters the most for individuals and a team. Dashboard is also useful for tracking the progress of individual sales team members towards certain goals.
It keeps your team on track
It streamlines your teams work
It results in a stronger sales process overall.
Customer Data
Customer Database
Customer database in CRM is a resource containing all clients information which is collected, governed, transformed, and shared across an organization. In CRM software customer data is managed for all related sales and marketing information which is useful for leading sales campaigns and increasing customer engagement. It captures and automates customer and prospect communication.
KPI’s Target
Call Logs
The goal of the call log option is to interact with the customers and maintain summarized reports. It provides a macro view of how a telecommunication network is being used in real time. That data can be used to reduce costs by prioritizing service to the busiest areas of the network. Call logs can ensure the most effective deployment of maintenance resources to keep a network operating at peak efficiency. It provides average call handling time, first call resolution and average answer speed. It helps to determine the KPI’s target.
CRM Management
Sales Management
CRM software helps to manage the overall sales activity by maintaining the number of prospects, estimated sales, total invoice generated, payments reports and product details of the customers.
In CRM sales management helps to maintain the proposals of the customers, create new estimates for the clients, Generating new invoices batch wise and also can work on recurring invoices, track payment modes of the customers, creating credit notes and new items can also be maintained in CRM software.
Project Management
Project management in CRM allows the team to easily understand tasks and projects that relate to cultivating the customer relationship. Workflow can be established and the client can be nurtured and given the service they deserve. It is all possible with a CRM project management solution.
The primary challenge of project management is to achieve all of the project goals within the given constraints. This information is usually described in a user or project manual, which is created at the beginning of the development process. The primary constraints are scope, time, quality and budget. The secondary — and more ambitious — challenge is to optimize the allocation of necessary inputs and integrate them to meet predefined objectives. It begins early in the project with initiation and planning and ends with completion (hopefully on-time) and review, and with the program involved at each step in the process. Projects can be reviewed while the project is in progress though that can be left up to the discretion of the project manager.
Lead Management
Lead management in CRM helps companies understand customer’s pain points and requirements. And by doing so, they can propose a solution that can serve their customers' needs. All new leads can be managed in a CRM software.
Lead management comprises all the steps you take to move potential customers through your sales pipeline. minimizes the number of leads you neglect and keeps you in communication with meaningful prospects. Lead filter option helps to filter the lead status, staff member handling. Filters are an easy way to search, sort, group and analyze Contacts and Companies in CRM.
Without an effective lead management strategy, you’ll be more likely to miss certain prospects that could be great for your business or focus on leads that were never promising in the first place. You’ll also struggle to distinguish these groups from one another without CRM software to streamline your lead management strategy.
Task Management
The CRM tasks feature allows you to create reminders in your customer accounts that sync with your calendar. You can set up tasks for yourself or assign them to one of your team, and also send an email reminder. You can set up recurring tasks, maybe flagging an expiry date or a 6-weekly courtesy call.
Task management in CRM is the process of monitoring your project's tasks through their various stages from start to finish. This involves actively making decisions for your tasks to accommodate changes that can occur real-time, with your end goal being the successful completion of your tasks.
Reports Generating
CRM reports work by translating the CRM data into insights that pave the way in tracking the metrics over a certain period using visual features such as charts, graphs, numbers and much more. With the help of such elements, you can track and manage the data and compare them with past behavior which helps in forecasting.
You can analyze the key performance indicators with the CRM reports that lets you have actionable insights to know how you are performing and can evaluate it in order to improve the future performance. CRM software has multiple standard reports and you can use the reports based on your organization’s purpose. It is always best to have reports related to the sales activities. You will be able to track the sales pipeline, the sales stages, the performance of the leads, the team efficiency, customer satisfaction and success of the campaigns. You can also build customized reports as per your needs and requirements with the help of a good quality customizable CRM solution.
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