Efficiency Redefined: Breaking Down Our CRM Process for Optimal Results
- 1. STREAMLINE YOUR BUSINESS PROCESS BY USING PRESENTED BY: CRM SOLUTION
- 2. ABOUT US …. CRM-Doctor is an enterprise solution provider offering integrated full-services player in the IT Services sector. Our Services capture the entire value chain of customer’s technology requirements from consulting to implementation, testing to support, in the areas of :
- 3. Customer Relationship Management(CRM) is a complete business solution for any Company to succeed in this competitive market. CRM is not just to maintain your leads or contacts, but it’s an absolute necessity solution, streamlining your complete business process and keeping a track of your day-today task in real-time. Sales force management is very much necessary for every business to generate the revenue. Hence, CRM-Doctor Tool is an All in One solution, which is helping and trying to collaborate different departments to one platform. There are still a few companies, who believe in the old legacy way of doing their business. Such companies are facing a lot of challenges/issues without a tool - CRM solution. Let’s take a look at some of those pain areas that they face; 1. Limited access to data 2. Lesser means to assess and improve customer satisfaction 3. Missing the opportunities to upsell and cross-sell 4. Inefficiently attract and retain customers 5. Juggling between multiple tools 6. Spending several man-hours on manual data entry 7. Accessing Contacts or Deals on the go BUSINESS WITHOUT CRM SOFTWARE
- 4. CRM (Customer Relationship Management) provides a well defined platform for all business domains to communicate with their clients and meet all their needs and demands successfully and to build long-term relationship. CRM’s focus is on helping businesses to manage their relationship with their customers. Irrespective to the size of the businesses, it is helpful for your business relationship with individual people like colleagues and suppliers as well. It involves the efficient management of all your customers’ contact data and using them to improve your interactions with your customers. Customer relationship management is a important factor that every business is serious about its profitability has to take seriously. WHAT IS CRM?
- 6. 5 Ways How CRM can add-on for a Business’s SUCCESS
- 7. Every business industry emphasizes on a long term relationship with their customers to nurture its stability in today’s competitive market. Nowadays, Customer’s expectations are not only limited to get best products and services, they also need a business in which they want to receive exactly what they demand and in a quick time. CRM involves various components and sub features to perform effectively. It performs various functions such as marketing, manufacturing customer service, field sales etc. All these functions of CRM system directly or indirectly involve the participation of customers with the organization in order to ensure quality service delivery. Elements of CRM: ▪ People Management ▪ Lead Management ▪ Sales force automation ▪ Customer Service ▪ Workflow automation ▪ Business Reporting ▪ Analytics FEATURES OF CRM
- 14. ● Manage all your marketing campaigns and group multiple campaign stages together. ● Create detailed database lists and segmentations to filter your contacts for different campaigns and sub-campaigns. ● Fully integrated with your Sales CRM so you can track your leads and opportunities and attribute them to campaigns. ● Generate new leads using web forms to automatically capture your contacts’ data to the CRM and setting follow up tasks. ● Set automated marketing campaigns to keep your contacts engaged with regular messages. ● Monitor and measure your customer open rate, click throughs and engagement, keeping track of your ROI. EMAIL CAMPAIGN MANAGEMENT
- 17. ● Convert leads into Deals/ Customers ● Capture Sales Leads and increasing the Pipeline cases ● Create different tasks/events on leads, deals, contacts or customers/companies ● Create and track unique sales activities. ● Efficiently delegate tasks to your team ● Keep a tab on interactions, meetings, and more. ● Create Quotations and send to customers through emails right within the CRM ● Create Notifications & Reminders for all Tasks/Events ● One dashboard for seeing all task and updates at one place. ● Create Sales Orders & Invoices with One tool. SALES MANAGEMENT
- 18. NEW LEAD CAPTURE
- 20. TASK MANAGEMENT
- 22. ● Create different Projects based on the customer Sales order. ● Create different Project task or milestones for each project. ● Planning, tracking and collaboration with ease is possible in the team. ● Assigned team can update the status of the projects. ● It will record all the information like project name, start date, end date, assigned to which team member, invoice and payments details, etc. PROJECT MANAGEMENT
- 23. This Module helps to do the activity of receiving, sharing, tracking, storing of all related documents to the relevant subject modules. It is effective and organized well into this. DOCUMENT MANAGEMENT
- 24. ● In-built email integration: Send emails directly from the CRM & track all your communication at one place ● Email Templates: CRM has pre-built email templates. It also enables you to create your own templates that can help you to automate emails and increase your productivity ● SMS Notifier: Keeps track of all sales calls and details, updated automatically into the CRM from your mobile CUSTOMER ENGAGEMENT TOOLS
- 25. VALUE ADDITION
- 26. Thanks! Do you have any questions? info@crm-doctor.com +91 702 204 8475 www.crm-doctor.com © CRM-Doctor | 2023