Crm with voip
- 3. Overview Get organised by planning activities in pipeline. Acquire leads and convert them to opportunities. Easy activity management from lead generation to reporting . Assign and track leads based on scoring. Analyze performance -Win/Lost ratio and probable turn over. Optimize your Day-to-Day work. CRM
- 4. Leads ● Leads Nurturing ● Convert lead to opportunity if valid ● Easy Data Access and Management. ● Lead Scoring ● Modern User Interface- Live Chat ● Customer Lifecycle Management. CRM
- 6. xx Pipelines CRM • Activities and calls management • Easy Quotation proposal. • Customize stages & manage Pipeline • Schedule Meetings & Plan Next Actions • 360° Visibility • Analyze lost reasons
- 7. Pipeline – Shows status of the leads and sales stages. CRM
- 8. xx Quotation When you qualify a lead into an opportunity you will most likely need to send them a quotation. You can directly do this in the CRM App. Create a new quotation By clicking on any lead. Manage your quote. Mark as won or lost. CRM
- 9. QUOTATION- Enter various proposal related details CRM
- 11. xx Customers Address Book Customer Preferences Multi-Address Full History Stay connected to your customers CRM
- 13. REPORTING CRM Leads Analysis Activity analysis Cohort Analysis CRM Dashboard
- 17. Benefits Better Sales Performance Enhance Communication Beneficial for the Administration of a firm Stronger Data Security Enhance Customer Satisfaction A centralized platform for managing all the task related to employee or customers CRM
- 18. Features CRM VOIP • Calls- Active Calls • Calls History • Contacts Report Summary VOIP in CRM
- 19. VoIP in CRM • Adds calls statistics and recordings to leads and opportunities. • Click to call from leads and opportunities. • Assign leads to calls, lead field in active channels / calls history form. • Create opportunities from calls with a click and Reschedule or send email for failed calls. • Auto create leads for incoming calls for unknown callers. • Auto open lead's form on incoming call. • An auto pop-up is generated for receiving calls. • Integrated with Asterisk v13.2 VOIP server. VOIP in CRM VoIP in CRM
- 20. Active calls- According to our permissions set you can pickup an active call, spy on it, whisper privately to your colleague, or even barge into active call and talk to both parties. VoIP in CRM
- 21. Calls History - Search and filter calls : answered, missed, incoming, outgoing, call from partners and more Group calls by : Partner, from user, to user, Date, Call Disposition (status). VoIP in CRM
- 22. Calls History VoIP in CRM
- 24. C o n t a c t s - c a n s e e p a r t n e r c a l l s a n d c a n c a l l o u r p a r t n e r s w i t h o n e c l i c k . VoIP in CRM
- 25. Partner's recordings tab - can see when call with customer happened, which user was in talk and what they discussed. VoIP in CRM
- 26. User directory - this is our company internal phone book with click to call feature. VoIP in CRM
- 27. REPORT SUMMARY Calls analysis- Monthly report, Pivot view, Graph view VoIP in CRM
- 28. Monthly Report VoIP in CRM
- 29. Calls History Pivot view - Deeply analyze calls traffic using pivot view VoIP in CRM
- 30. Calls History Graph view VoIP in CRM
- 31. Benefits Benefits of VoIP in CRM VoIP in CRM
- 32. Banibro IT Solutions No.4, Ambalavanar Street Adheenam Nagar, Arumbakkam, Chennai, Tamil Nadu, India Mobile: +91 944 44 22 531 Email: info@banibro.com Mr. L.Sijesh Business Relationship Manager Mobile: 0091-9342258771 Email : sijesh@banibro.com