Customer Relationship Management
Customer Relationship Management is implemented by the companies for analyzing and managing the interactions of the customer and the data within the customer lifecycle. It refers to the strategies, practices and technologies whose main objective is to improve the business relationships with your customers, assist in retaining customers and increase the sales. The CRM softwares have the functionality of collecting the information about customers from different channels. All the information regarding a customer's personal details, buying preferences, history of purchase etc. is catered by the system.
Pipeline is created by the admin. The permission access is given by the pipeline to the user. A user can add stages and deals in the pipeline.
Stages are created by admin in the pipeline. For changing the order of stage in the pipeline you will have to drag drop stages. Deals are added in stage.
The deals are to be created and assigned to the users. Add task, product, source, contacts, comments in deal.
The report of the deals can be seen in stages. There are two types of reports in the form of pie chart and table.
The task can be created by the admin or the user. The task is assigned to the user and is added in deal.
The contacts and social details are created of contact. The contact is added in the deal. The contacts are added in company.
The products are added in applications and assigned to deal. Product quantity and discount are set on products.
The deal sources are added in application and source is assigned to deal. All the deals can be checked in source.
Comments can be given on the tickets and your clients can be open support tickets.
Any private message can be sent by you to your client or the client can also send you any message.
Labels can be added to deal. The addition of different color labels will make the deal unique.
Any number of file can be added in deal and the file can be downloaded later. Descriptions can also be added to the files.
Deals, tasks, contacts, companies can be exported. Date range or pipeline will enable you to export deals and tasks.
The company is to be added in your application along with the contacts in the company.
You can see all the activity in your application for deals. Check the activity of add/edit/delete deal, products, task, sources contacts, comments.
The deal dashboard will enable you to see all the activities in deal like user assign, source, task, product, etc. added/edit/delete.
Discussion can be started on any deal. The assigned deal members can add comments in the discussion and also reply to the comment.
Private notes can be added in deal. It will be visible only to you. Both admin and the client can add note in the deal.