CRM

Customer Relationship Management

KEY FEATURES

1

Lead
Management

  • Lead Uploader
  • Customer Profiling
  • Customer History
  • Customer Location Tracking
  • Automatic Call Distribution
  • Multi-Web Portal for
    different Projects
  • Agent Dashboard
  • Customized Workflow
    Management
  • Activity Tracking &
    Management
  • Incident & Case
    Management (CMS)
  • IVR Management
  • Agent Assist

2

Sales Cycle Management

3

Monitoring &
Management

  • Call Monitoring & Recording
  • Real Time Call Evaluation
  • Role-Base, Easy Data Access
  • Document Management
  • Disaster Recovery
  • KPI Configurator
  • SLA Management
  • Customized Escalation Matrix
  • Workforce Management
  • Feedback Management
  • Skill based Interaction Routing

4

Strategic
Planning

5

Flexibility &
Scalability

  • Web Based Administration
  • Multi-tenancy Support Work from Home Support
  • Languages Support
  • Support for SMS, Email and Social Media Platforms
  • API Integration
  • Lead Uploader
  • Customer Profiling
  • Customer History
  • Customer Location Tracking
  • Automatic Call Distribution
  • Multi-Web Portal for
    different Projects
  • Call Monitoring & Recording
  • Real Time Call Evaluation
  • Role-Base, Easy Data Access
  • Document Management
  • Disaster Recovery
  • Web Based Administration
  • Multi-tenancy Support
    Work from Home Support
  • Languages Support
  • Support for SMS, Email and
    Social Media Platforms
  • API Integration

1

Lead Management

2

Sales Cycle Management

3

Monitoring & Data Management

4

Strategic Planning

5

Flexibility & Scalability

  • Agent Dashboard
  • Customized Workflow
    Management
  • Activity Tracking &
    Management
  • Incident & Case
    Management (CMS)
  • IVR Management
  • Agent Assist
  • KPI Configurator
  • SLA Management
  • Customized Escalation Matrix
  • Workforce Management
  • Feedback Management
  • Skill based Interaction Routing

Business Values

1

Streamlined Sales Cycles

  • Allows you to track your customers throughout the sales journey
  • Removes the element of risk that comes with repeatability

2

Increased Sales

  • Sales cycle transparency and consistency
  • Proper procedure for following up with each customer
  • Optimize schedules and prioritize tasks

3

Improved Customer Service and Retention

  • Reach out to your customers directly with a personalized approach
  • Ensuring that no meeting, follow-up or response is delayed

4

Automated Sales Reports

  • Remove the manual process of extracting and organizing data from spreadsheets
  • Accurate and reliable information with the automated reports

5

Detailed analytics

  • Analysis of sales, marketing, and financial data
  • Better lead conversion rate with detailed insights
  • Better financial planning and forecasting

6

Efficient Lead Generation

  • Boost lead conversion rates by up to 300%
  • Pay attention to the nurturing process of every lead
  • Analytics to turn that lead into customer

7

Efficient Sales Forecasting

  • Discover trends in your sales lifecycle
  • Sales forecasting to ensure that your sales numbers are on track

8

Centralized System for All Sales Related Information

  • “Single source of truth” with centralized sales related data to support departments
  • Gain deep insights of customer behavior

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