CLOUD BASED CRM APPLICATION

CRM software solutions help you to manage your business customers and streamline all facets of customer interaction. Using CRM software you can easily identify individual customer preferences, improve customer relationships, exploit customer retention, and develop customer loyalty. Relatively than just managing customers, an efficient CRM software application enables you to focus and manage those customers who add value to your business. By integrating key business areas - Sales, Marketing and customer service,

Lead Management

CRM application Store, client information. Perform quick search on client data by name, mobile no or email address your different source. Facility to send custom-made SMS and Emails to your clients

A CRM Strategy is executed in the form of a program and its projects

CRM Definition

STRATEGY

PROGRAM

PROJECT A PROJECT B PROJECT C

Begins with a Business Strategy

Leads to a CRM Program

Program made up of a series of projects

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Marketing

Demographic Analysis

Campaign Management

Sale

s

Cu

sto

mer

Serv

ice

Customer/Account Data

Analytics

Interaction Management

Leg

acy I

nte

gra

tion

Mark

eti

ng

• Planning

• Budgeting

• Forecasting

• Executing

• Tracking

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Property & Unit Management

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Buyer Management

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BOOKING MANAGEMENT

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USER MANAGEMENT

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Campaign Management

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MANAGEMENT REPORTS

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CRM & Sales Reports1. Pipeline by Stage 2. Deal closed 3. Deal by Lead Source4. Today Sales& monthly Sales Quarter&

Annual Sales5. Team Target reports6. Team achievement repots CRM and Dashboard Reports7. Rating Dashboard 8. Leads Source Dashboard9. Account by industry Dashboard 10.Revenue Dashboard

REPORTS@ DASHBOARD

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THANK YOU

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