CRM and ERP Solutions

Chatbot

A CRM system with chatbot integrated can offer several benefits, enhancing customer engagement, streamlining processes, and improving overall efficiency. Proposed built-in CRM chatbot lets you access and operate your CRM through Microsoft Teams.

It is a fully automated bot that helps you connect to your CRM, handle customer requests, trigger team members to take actions from conversations and much more.

Forecasting

Predicts future sales based on current pipeline data with real-time viewing, allowing businesses to anticipate market changes and alter marketing campaigns accordingly to mitigate business risks and make better business decisions.

It engages with website visitors or social media users, asking qualifying questions to identify potential leads. These leads can then be automatically entered into the CRM system, where sales teams can further nurture them.

Effective CRM Reports

CRM reports help businesses gain actionable insights, improve customer relationships, streamline processes, and ultimately drive growth and profitability.

Reports play a crucial role in analysing and interpreting data related to customer interactions, sales activities, marketing campaigns, and more. Some common types of reports used in CRM systems are Sales, Pipeline, Customer Service, Marketing and Forecasting reports.

Dashboard

While not technically reports, dashboards are a key feature of CRM systems that provide a real-time snapshot of important metrics and KPIs. Users can customize dashboards to display the most relevant information for their roles or objectives, enabling quick decision-making.

Solution enables users to get a real-time overview of the entire business, built with a drag-and-drop feature to create customized reports designed to track lead volume, conversion rates, and all other pipeline data.

Documents

Proper Structuring of Files and Folders in hierarchy to be used in other modules of the CRM system. Single repository of the files to be stored and shared within the organisation easily. Full restriction to any unwanted users in the system is enabled for security purpose.

Expenses

CRM allows you to manage all the expenses of your organisation under one system. Users can add expenses with their description as well document files for the same.

Email Integrations

Empower your CRM solutions through seamless email integration, syncing current email channels, such as MS Outlook or Gmail, with the CRM to enable full visibility of emails, contacts, calendars, and more across both desktop and mobile. You can easily create personalised folders, send bulk mails, custom templates effortlessly.

Survey

On-line Survey forms to all/selective employees, departments and customers. The CRM generate instant reports from these surveys for better analytics and individual tracking.

Email Templates

Pre-built email templates as per the specification and dynamic template creation section as well for ongoing business needs.

Campaigns Auto scheduling

Email campaigns setup for the targeted customer groups. Pre-scheduling facility of the marketing emails enable the system users easy of working.

Social Media Integrations

Social media accounts are integrated with the CRM system. Avail advantage of social media channels to connect, understand, and provide the prospects and customers with top-notch products and services.

Customer Engagement and Segmentation

Enhancing customer engagement involves utilizing CRM data effectively to understand customer preferences, behaviors, and purchase history. This targeted approach is to improve the relevance of marketing campaigns, increases customer satisfaction, and ultimately drives sales and loyalty.

Order and Inventory Management

Efficient order and inventory management involves streamlining the entire order fulfilment process, from order placement to delivery tracking, within the CRM platform. This feature allows businesses to monitor stock levels in real-time, track product movements, and automate reorder processes to ensure optimal inventory levels.

Customer Support and Interaction

e-Commerce CRM services include features such as dedicated customer support channels like ticketing systems, live chat, and knowledge bases. These tools enable businesses to address customer inquiries and concerns promptly, leading to increased satisfaction and loyalty.

Marketing Automation and Personalization

This enables businesses to automate repetitive marketing tasks and deliver personalized experiences to customers. Automated workflows for email campaigns, promotions, and abandoned cart reminders help businesses engage with customers at various stages of the purchasing journey, increasing conversion rates and driving revenue.

Analytics and Reporting

It provide valuable insights into the performance of marketing campaigns, sales trends, and customer behavior. By generating comprehensive reports and analytics, businesses can track key metrics such as sales growth, customer acquisition costs, and ROI on marketing efforts.

Integration and Scalability

Integration with popular e-commerce platforms such as Shopify, WooCommerce, and Magento allows businesses to synchronize data between the CRM system and their online storefronts, ensuring consistency and efficiency in operations.