Lead Management
Optimize your sales pipeline using our integrated CRM and ERP software solution.
- Effortless Lead Capture: Easily gather leads from various sources such as website forms, emails, and campaigns while recording essential details like lead capture date and the originating source.
- Intelligent Lead Segmentation: Categorize leads based on criteria like behavior, demographics, and engagement. Plus, track lead creation information, assigning leads to specific team members, and monitor lead status throughout the sales cycle.
- Actionable Insights: Gain valuable insights into lead behavior and engagement patterns. Empower your sales team with data-driven decisions by tracking lead statuses, ensuring prompt follow-ups, and enhancing conversion rates.
- Enhanced Lead Prioritization: Utilize advanced algorithms to prioritize leads based on predefined criteria, optimizing sales team focus and boosting efficiency in targeting high-potential prospects.
Opportunity Management
Seamless Opportunity Management for Sales Maximization
- Analysis and Evaluation: Evaluate potential opportunities comprehensively by analyzing various factors such as client history, preferences, and market trends to make informed business decisions.
- Share Sample and Proposal: Effortlessly share samples, quotes, and proposals directly from the CRM platform, ensuring swift communication and tailored offerings to prospects.
- Streamlined Negotiation Process: Facilitate negotiations efficiently by tracking interactions, discussions, and modifications within the CRM, enabling smoother and faster deal closures.
- Track Completed Status: Monitor and categorize opportunities based on their completion status, providing a clear overview of successful deals and enabling strategic planning for future endeavors.
Set Sales Targets
Drive Performance Excellence with Sales Target Setting
- Department Target Priority: Assign and prioritize sales targets across departments seamlessly, ensuring alignment with overall business objectives and strategies.
- Tenure-based Goal Setting: Set personalized sales targets based on tenure, experience, and historical performance data, optimizing goal-setting accuracy for individual team members.
- Task Progress Tracking: Monitor task progress in real-time, allowing for agile adjustments and proactive measures to meet and exceed set sales targets effectively.
- Actionable Insights for Improvement: Leverage CRM-generated insights to identify areas for improvement, empowering teams to take strategic actions that propel them toward achieving and surpassing sales targets.
Support Management
Exceptional Support Made Effortless
- Unified Support Hub: Centralize customer queries, tickets, and interactions in one location for streamlined and efficient support management.
- Multi-channel Ticketing: Seamlessly manage customer issues from various channels (email, chat, phone) within the CRM, ensuring a consistent and timely response across all touchpoints.
- Customizable SLAs and Escalation: Set and customize Service Level Agreements (SLAs) for different customer tiers, with automated escalation protocols to ensure prompt issue resolution.
- Robust Knowledge Base Integration: Empower agents and customers with a comprehensive knowledge base, enabling self-service and reducing resolution times through readily available resources.
