CRM
What is CRM ?
CRM stands for Customer Relationship Management. It refers to a strategy or technology used by businesses to manage interactions and relationships with current and potential customers. CRM systems typically store customer and prospect contact information, sales activities, leads, and customer interactions, such as phone calls, emails, and meetings, in a centralized database.
Enquiry :
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When creating an inquiry for a product, individuals can provide both their personal information and details about the product they're interested in.
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This ensures that any future communication or processes related to their inquiry can be conducted smoothly and efficiently.
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By including these essential details upfront, individuals can expect a more tailored and responsive experience regarding their product inquiry.
Deal Stages :
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Within our system, we've designated a dedicated section specifically tailored for deal stages, ensuring a structured approach to managing inquiries. Once an inquiry is created, it initiates a journey through various deal stages, each representing a distinct phase in the sales process.
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These deal stages encompass a spectrum of possibilities, including "not attended," "first meeting," "booking," "delivery," "hot enquiry," "cold enquiry," "warm enquiry," "drop enquiry," "selllost," and more.
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By default, an inquiry begins its lifecycle at the "not attended" stage upon its initial creation. However, as the inquiry progresses and evolves, it transitions through these stages based on interactions and developments.
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Whether it's analyzing the efficiency of the sales team, identifying potential bottlenecks in the process, or pinpointing areas for improvement, these tailored reports provide invaluable visibility and clarity.
Report :
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Our platform offers a diverse array of insightful reports tailored to meet your specific needs and objectives. Whether you're seeking an overview of total inquiries received, an analysis of work assigned across different areas, a detailed breakdown of work completed, or a comprehensive overview of call activities, we have you covered.
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Additionally, our track report provides valuable insights into the progress of ongoing tasks and projects, ensuring transparency and accountability throughout the workflow. With these powerful reporting tools at your disposal, you can make data-driven decisions, optimize resource allocation, and drive continuous improvement within your organization.