FAQ's

Frequently Asked Questions

You must be thinking, “What is CRM/LMS and do I need it for my company?” Don’t worry, you’re not alone. CRM (Customer Relationship Management) is complex and has no single definition, but it’s more straightforward than most people think.

We all understand that Customer is God in any Industry and it is the backbone of any business to understand and evaluate customer need and meet with best service. Herein comes CRM which gives companies information to better understand their POTENTIAL and EXISTING customers, whom you need to feed into sales, marketing, and customer service functions. A dynamic CRM system creates a two-way communication channel between the business and customers by combining technology, methodology, and operational processes into a framework that regularly provides customer behavioural information.

CRM is a software that helps businesses to track, manage and organize their relationships with the customers. A CRM can help organisations store customer data such as user behaviours, how long the customer has been with the business, purchase records, and notes on sales interactions, which can then be used to best utilize the marketing and sales processes to improve customer service across the company.

OK, so why do you need a CRM plan for your company? As you know, success is built around the customer satisfaction. The more you know about your customers’ buying habits, the better you can approach your existing customers as well as future customers with tailor made solutions. CRM is about driving the most customer satisfaction value your company can offer.

Just think of it less as a technology and more as a business strategy.

  • Better customer service
  • Increased sales
  • Detailed analytics
  • Higher productivity and efficiency
  • Centralized database of information
  • Managed communications with prospective leads
  • Improved customer segmentation
  • Automated sales reports
  • More accurate sales forecasting
  • Streamlined internal communications
  • Various other helpful features and customization is also available

Our CRM software has been designed keeping in mind to improve business-customer relationships. Our CRM will manage all your contacts and gather important information regarding the customer – like purchase records, demographics and previous communication – and make it easily available & accessible to anyone in the Organisation who needs it. This will ensure that the employees will have all they need to know about the customer easily available so that they can provide the best customer experience, which in turn will boost customer satisfaction.

Our CRM will help you streamline the sales process by building a sales pipeline, automating key tasks and analyzing all your sales data at one centralized place which will potentially increase sales and productivity. This CRM will help you build a step-by-step sales process that your employees can rely on every time.

Only having a lot of data would mean nothing unless you are analyzing it. Analyzing will tell you what this data means and how you can use it. Our CRM has built-in analyzing capabilities to break the data to easily understood metrics helping you make calculated changes for future.

CRM software uses marketing automation technology, which frees up the employees’ time to focus on work only humans can handle, rest everything will be taken care by CRM. It will also ensure that no tasks slip through the cracks (e.g., all important Follow-ups are done on time). It also has a dedicated “Dashboard” of how your employees and business processes are working and where your workflows could be improved.

Another thing CRM does best is that it provides a centralized database with all customer information, making it easily accessible to anyone in your company who needs it, making it easy for the sales team to see what products a certain customer is interested in.

Lead nurturing can be a complex process, with many steps and opportunities to communicate, CRM automatically manage the process, sending your employees alerts when they should reach out to the prospect and tracking every interaction.

A list of thousands of contacts can be very tiring to handle manually. For example, how do you know which customers may be interested in the new High-Rise project you have just received? A CRM will bifurcate your Client list on your decided criteria, making it very easy to find the right Client you want to contact at any given time.

With CRM Organization/Employees will be able to easily collect and organize data about current and prospective clients using the software’s dashboard and reporting features, which will allow employees to automate and manage their pipelines and processes.

Yes! Our CRM will help you in more accurate sales forecasting. For success you need to review your past performance and strategically plan for the future! Using the automated sales reports (Source Wise Site-Visit/Sales) in CRM software, you can always identify key trends/flaws in the Process and get a more realistic idea of what you can expect from your future sales cycle performance, while adjusting your Data Packages/Expenditure to suit those projections.

Apart from facilitating communication between business and customers, a CRM makes it easier for the employees to communicate within a specified hierarchy for quick real-time reporting.

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