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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