edge CRM - AI Driven Customer Relationship Management Platform
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Edge CRM is designed to enhance sales team performance by providing comprehensive metrics, forecasting tools, and customizable analytics for sales processes. It enables effective tracking of customer interactions and complaints while ensuring timely responses through automated notifications. With features like activity tracking, contract management, and an intuitive interface, Edge CRM aims to streamline operations and improve user accessibility across devices.
edge CRM - AI Driven Customer Relationship Management Platform
- 1. Build your performing Sales team with India’s most promising CRM Simple. Yet Powerful.
- 2. See the metrics you care about - in one place It’s no easy task to get a hold of all the metrics you need to properly evaluate your team and business. Usually you have to pull a lot of reports, and sometimes you’re not even sure where to find the data. The sales dashboard gives you a scorecard for every salesperson’s performance and an overview of pipeline status and team activity. You no longer have to wonder how you’re pacing towards goals.
- 3. edge helps leaders to forecast business accurately Every sales leader wants to avoid the end of quarter fire-drill. edge CRM allows you to accurately predict future revenue with an integrated forecasting and pipeline projection tool. On any given day, you’ll be able to see how much money is in your pipeline and how likely it is to close, so you can plan ahead and correct the course. Sales Forecast This Quarter Forecast 0 20 40 60 Mar 2020 Apr 2020 May 2020 Jun 2020 July 2020
- 4. Get Actionable Analytics & Reports Out-of-the box pipeline reports get you the insights you need to fine-tune your sales process over time and identify critical business issues that will improve team performance and optimize your sales and marketing funnel. edge provides visibility for the entire sales process to give you powerful, reporting and analytics in every aspect of your business. CUSTOMIZE OPPORTUNITIES Move deals through the pipeline at the right pace. PLAN ACCORDINGLY Ensure you have enough pipeline in each stage. UNDERSTAND WHERE LEADS ARE COMING FROM Track the source of each opportunity in your pipeline.
- 5. Right Action, Right Time with Activity Tracking Activity tracking allows you to see calls, emails, meetings, demos and calendar events by team or user. With quick filters, we make it easy to get a granular view of everything your team is working on so you can monitor performance and drive the right behavior to improve results.
- 6. Chase your closing opportunities, like a Pro A prolonged sales cycle is the biggest challenge for companies in analytical & lab Instruments domain. It increases the chances of losing on the enquiries. edge’s assistant helps you to remind about these enquiries in regular frequency. With the click of a button, you can trace your untouched opportunities and can push them for the close. AUTO ESCALATIONS FOR MISSED OPPORTUNITIES Escalations helps to avoid miss hits. DASHBOARD KPI CARDS Ensure you have your pipeline visible to you. OPPORTUNITIES AGEING REPORTS Track your every efforts on every opportunity.
- 7. Create a competitive environment Salespeople are competitive—so why not make it easy for them to compare themselves to the top performer? With the click of a button you can see who the top performers are by revenue, meetings set, calls made, and emails sent. You can even use filters to compare teams and different pipelines over varying time periods. SET UP A LEADER BOARD Live Leaderboard motivates the team to achieve higher. MULTI LEVEL TARGETS Now boost sales team not only to achieve Sales targets but, for achieving No. of Meetings, Calls, Proposals Demos etc. NOTIFICATIONS FOR ACHIEVEMENTS Create wave of positivity by sharing team’s achievements to all.
- 8. Manage every customer complaint effectively to win customer satisfaction! Businesses often miss after sales service as a part of CRM Strategy. Managing every request or complaint raised by your customer is an opportunity to enhance the relations with customer. But, importantly, tracking timely response on request matters. Edge CRM’s Case Management helps you to log every complaint or request raised by customers, to put every action taken on it and to calculate the Turn Around Time (TAT). SERVICE LEVEL AGREEMENTS (SLA) Define SLA for category of cases and put system on auto monitoring mode. AUTO ESCALATION If you are missing on any case, get reminders from edge. Also receive escalations in case of no action. GENERATE SERVICE REPORTS Generate Service Report for Customer and log his reviews and Feedbacks easily. Case Analysis email Phone Website Email 200 Phone 70 Website 40 Twitter 35 Facebook 20
- 9. Don’t miss renewals of AMCs Now manage your Annual Maintenance Contracts, Software Licenses, Warranty contracts in simpler way. Edge’s Contract Manager helps you to create Contract Copy, add the terms and conditions and maintain your action items. Smart Notifications reminds you for upcoming Renewals, overdue renewals and also helps you to track activities happening during contract period. CONTRACT BUILDER Now easily create contract document and track the status of the document viz. Draft, Signed, Terminated. CONTRACT REVIEW REPORTS Generate report for your activities done for every contract your signed. TRACK BREAKDOWN & PREVENTIVE CALLS Track every break down call or preventive calls done by your service team.
- 10. Integrate your applications with edge CRM
- 11. edge CRM is equipped with all advance features required by Sales & Marketing team to achieve new heights.
- 12. Recognized by the world! Review us on Designated as India’s most promising CRM
- 13. Recognized by the business leaders! Monitoring the performance of our sales team is now very straightforward. edge CRM has reduced the assessment time drastically. edge CRM’s understanding of our business makes implementation very smooth. We are using edge from top to bottom to get maximum out of it. Enoch Daniel, Chief Operating Officer We happily recommend edge CRM for all our contacts. Sharing data between our teams has never been so easy and hassle-free. Our salespeople are happy with edge CRM’s handy interface. We are very happy with the multiple trainings and assistance in implementations. Pankti Agarwal Chief Operating Officer Hariprasad Venugopal Director, Moneyedge Finance
- 14. edge has clean and user friendly user interface User Interface (UI) of edge is conceptualized, designed & validated by team of UX experts. Edge CRM is built using Google’s material design principles. This simple, clean, and beautiful interface makes navigating edge easy. If you know how to use Google apps, you’ll know how to use edge CRM. No implementation or training required, honestly!
- 15. edge has Easy accessibility edge CRM is a Cloud based application so users can access the information at anytime from anywhere. Also, edge comes along with Mobile application for Android & IOS. It makes system within your fingers reach. ‘edge mobile application is edge on the go! This enterprise-class mobile experience gives you real-time access to the same information you see in the office, but organized for getting work done between customer meetings, while waiting for a flight, even when you’re in line for coffee. The intuitive interface makes it easy to navigate and interact with data on a touchscreen, so you can review and update information with just a few touch.
- 16. edge is equipped with Intelligent data research Rather than typing whole company data into CRM, what if system does for you?? Its dream come true! Edge has an intelligent algorithm which will make users life hassle free by researching company data from various sources and putting it for you! It’s one of the First platform in industry which works on automated & intelligent data research!
- 17. Tailored it for your needs Customization is one of the essentials to make your Sales Management suite work effectively for you. We completely understand this and we ensure that edge CRM is designed in such a way that it supports all your activities and helps you streamline your efforts to improve your productivity and profitability.
- 18. With loads of Incoming features, edge aspires to be India’s most innovative, most adoptable CRM Platform.
- 19. Companies are trusting edge CRM, you? Biolinx India Pvt LtdSVAN Analytical Instruments Pvt Ltd Established in year 2008, Svan Analytical Instruments is leading distributor, exporter of testing equipment. Svan’s operations are spread across the various states of India. Edge CRM is helping Sales & Service team of Svan to excel in Customer Relations. Millenia Technologies Founded in 2009, Millenia Technologies has steadily grown into a leading business partner concentrating on Surface Finishing, Cleaning , Measuring & Coating Equipment’s. Edge CRM is empowering Sales & Service team of Millenia to build stronger relations with the customers Established in 2008, Biolinx India Pvt. Ltd. has made a name for itself in the list of top service providers of Refrigerator & Freezer, Laboratory Glassware & Equipment in India. Edge CRM helps Biolinx India in automating complete Sales & Service Operations to achieve higher efficiency. NEXT?
- 20. Check, How edge CRM can Help You! Book A Free Product Demo! Contact Address 203, Mittal Commercia, Mittal Industrial Estate, Marol, Andheri East, Mumbai, Maharashtra 400059 Phone Office Line: +91 91373 37994 Email : sales@edgecrm.app Website : www.edgecrm.app Check us on: