Customer Relationship Management
Customer relationship management is an approach to managing a company’s interaction with current and potential customers. It uses data analysis about customers’ history with a company to improve business relationships with customers.
Customer relationship management
Customer Relationship Management is an approach to managing a company’s interaction with current and potential customers. It uses data analysis about customers’ history with a company to improve business relationships with customers.
Why businesses choose CRM system
CRM is the largest software market in the world, and has increasingly proven to be the best technological asset that companies can invest in. With the prominence that the cloud CRM software market has been gaining over the years, and the ease with which CRMs can integrate with other applications that businesses generally use, CRM systems help implementors cover every aspect of their business cycle with an increase in sales & marketing returns, all while helping them cut down on their costs.
Customer and Enquiry Management
- Manage Corporate Customers.
- Manage Individual Customers.
- Manage Corporate Customers Accounts.
- Search Customers using filters.
- Raise Enquiries for Customer requirements.
- Track Customer Enquiries.
- Track Customer status as Lead/Prospect/Customer basis Enquiry movement.
- Review Customer Business History.
- Map Customers with users.
Account and SPOC Management
- Add Accounts to Customer basis Business requirement.
- Modify Account details.
- Disable Customer Accounts.
- Add SPOCs to Customer Account.
- Map Accounts and SPOCs with users.
- Modify SPOC details.
- Disable SPOCs.
- Search Accounts and SPOCs using filters.
Task Management
- Schedule call or meeting with Customer.
- Schedule events.
- View and modify Tasks.
- Mail Integration.
- Track tasks on the basis of status.
- Automated reminders and notifications for scheduled tasks/events.
- Filter tasks/events for Customer.
- Manage Notes and Attachments for Customer.
Dashboards and Reports
- Analyze Lead conversion.
- Track Customer Enquiries.
- Analyze Customer wise revenue generation.
- Extract Customer wise revenue report.
- Extract Customer wise cancellation/loss analysis report.
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