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  • Sales CRM Software

    Sales CRM is a term that refers to practice, strategy and technology that an enterprise can adopt to manage and analyze interactions and data throughout the customer lifecycle with the goal of improving business relationships with customers

    Using FinCRM.com Sales CRM Software, companies can manage customer data, access business information, automate sales and marketing process and increase productivityMain features of FinCRM.com Sales CRM software are:

    Contact Management

    All Contacts are displayed in a single dashboard and the related data is displayed like name, email address, mobile number, city etc. Contact management in FinCRM.com Sales CRM software enables you to have all the important data at your disposal, in a clear layout and connected to lead management

    Lead Management

    Keeping track of leads is very important. The leads are stored in a record along with all their data that is easily to retrieve, as well as have all their contact details available. With FinCRM software you may rest assured that your lead management will be productive as you will be able to access all your leads’ data based on time, location, lead status, deals etc. And convert leads to customers easily. You will also be able to view lead Analytics and reports.

    Sales Force Automation

    Sales Force Automation forms an integral part of CRM software. Sales people and their data are managed here, along with various modules like email auto responders and newsletters. In fact the sales data will be tracked along with sales funnel. Besides the basic leads of sales people you will also be able to keep track of their orders, invoice, deals, leads and all sales related decisions
    can be made easily.

    crm dashboard

    Sales Pipeline

    Sales Funnel is an important element in CRM software and is a visual representation of the customer’s journey that is displayed in a friendly GUI. In fact with FinCRM software you will be able to have all your sales

    personnel’s records in one place, and there will be no need to sift through countless records in order to find data on their progress, or how close they are to making the quota. You will thus have a complete overview of each sales person’s account in one place along with lead stage.

    CRM Dashboard

    Get an updated view of your entire sales funnel, reports, lead status, customers, sales, users on an interactive graphical dashboard. The Sales dashboard can be used for the monitoring of business and sales opportunities and performance. A CRM dashboard provides real-time business event snapshots, which are used to measure and develop analytics for business reporting. The dashboard is where users will be directed to when first login into their CRM software.

    Reports and Analytics

    Reports are very important for decision making process. Companies need to make various decisions and choices from time to time. FinCRM.com provides insightful sales reports to track a company’s key performance indicators. Get deeper insights into your sales pipeline and quickly view trends on leads, campaigns, orders, forecasting and territory in an easy to understand
    graphs.

    FinCRM software offers complete sales information through reports and analytics. In this way you will be able to get statistics, technical analysis, and a more detailed overview of various modules, including accounts, leads, customers, and sales.

    FinCRM.com is the best online Sales CRM Software

    Using FinCRM.com Sales CRM Software, companies can manage customer data, access business information, automate sales and marketing process and increase business productivity.

  • Benefits of Hosted CRM

    CRM Software helps a company manage contacts, leads, sales etc, tracks interaction with current and potential customers and builds better relationships with them.

    CRM software which is hosted by an Application Service Provider or ASP is known as the hosted CRM, Cloud or SaaS based CRM. By this arrangement a company outsources its customer relationship management functions to another company.

    Small and medium businesses are immensely benefitted by hosted CRM as they provide quality customer relationship management service at low cost

    Some of the leading companies that provide hosted CRM are:
    FinCRM
    Salce Force CRM
    Hubspot CRM
    Zoho CRM
    Fresh Works CRM

    The benefits of hosted/SaaS/Cloud CRM are:

    • Initial cost of hosted CRM is very low. This is because it involves less investment in initial consulting, thus relying on the flexibility of the hosted application
    • It helps in marketing campaigns, lead information and sales information to a central location for the marketing and sales staff, thus making it more useful for smaller companies working on tight IT budgets.
    • It requires less time for implementation. This is because of the management and storage of the hosted programs and business information
      outside the business’s computer, thus making the program execution much faster than its traditional form. This delivers the hosted CRM software a faster time to market thus helping the business team to improve the customer services and increase their sales in a much faster way.
    • It requires less user maintenance. Unlike the traditional software, in hosted CRM the software is automatically updated through the host server. The process of updating is carried out with minimum interruptions to the services of the business.
    • Good Technical support. This allows the IT department to focus more on the functioning of the software programs and business’s own computers instead of the depending of the developing CRM software.
    • Operational efficiency. This is achieved by the automation of the time consuming repetitive tasks like sending of important emails to partners and customers, warning staffs of open customer issues, etc.
    • Security of data. Important data like sales reports, customer contact databases, etc stored in the host’s server, are available even after the crashing of the hard disk. It also protects the data from getting accessed by unauthorized hackers.
    • Due to the storage of important data in the host’s storage centers, there is availability of constant access to the information in databases.
    • Marketing automations are provided for and tasks like development of marketing campaigns for particular customers, building of lead and customer lists, measuring of results of the campaigns, etc is online
    • Apart from all these, hosted CRM also helps in enhancing offline communications, thus making the staff more productive both at office and home; even if they are not connected to the network
    • Payment of Hosted CRM is mostly on monthly basis and can be paid online by credit card
    • Most hosted CRM companies provide Free trial so the customer can use the software for some time and check its business related functions and compatibly with functional requirement

    Using hosted FinCRM.com CRM Software, companies can manage customer data, access business information, automate sales and marketing process and increase productivity.

    The main advantage of using hosted CRM is that it is quite simple and inexpensive to setup, unlike packaged Software.

  • CRM Software Company in Delhi

    FinCRM.com is a leading provider of CRM software in Delhi NCR. FinCRM.com has assisted a number of companies in and around Delhi NCR, Gurgaon and Noida in providing custom CRM Software

    CRM software refers to technologies that an enterprise can use to manage and analyze interactions and data throughout the customer lifecycle with the goal of improving business relationships with customers
    Delhi is the capital of India and hub to many software companies and FinCRM.com is a prominent Delhi based CRM Software company.

    Using FinCRM.com Delhi based companies can manage customer data, access business information, automate sales and marketing process and increase productivity

    FinCRM.com CRM Software has six main modules:

    Contact Management – Contact Manager helps you to maintain your contacts, leads, accounts, customers, phone numbers, e-mails etc in a centralized place

    Lead Management– Capture more leads from various sources like website, form, CSV, mobile, contacts, email and easily categorize them as per lead status

    Sales Force Automation– Automate sales work flow in one platform and streamline lead-to-sale processes giving managers the ability to track sales team performance

    Sales Pipeline – Online status of lead in progress and their respective stage like Customer lost, Customer Won, Leads, Negotiation, Proposal, Prospects

    CRM Dashboard– Get an updated view of your entire sales funnel, reports, lead status, customers, sales, users on a interactive graphical dashboard

    Reports and Analytics – View customers, deals, leads, sales – day/week/month reports online and leverage it to improve your sales and marketing activities

    FinCRM.com also provides custom CRM software for Delhi based companies based on custom requirements. To request additional information on our Sales CRM software, please contact – https://fincrm.com/contact-us/

    Location of FinCRM.com:

  • Integration of Facebook Ads with CRM

    Facebook.com is the largest and most widely used social media website in the world. More than two billion people use Facebook every month.

    Facebook ads are now one of the most popular way to reach the exact target audience based on demographics,location and interests.
    Marketers can manage Facebook ads online using Facebook Ads Manager. They can create and run campaigns using simple self service tools and track their performance with easy to read reports.

    Facebook ads provide the best conversion rates and return on investment and is today the most effective social advertising channel. To create Facebook ads, pl. check – https://en-gb.facebook.com/business/ads

    Using FinCRM.com a company can import Leads from Facebook ads directy into the CRM Software

    The process is:

    1. Go to CRM admin panel
    2. Go to extentions
    3. Click on import CSV files
    4. Click on add new to upload file
    5. Upload CSV file
    6. Click on Import to import leads
    7. Go to admin – leads – facebook leads
    8. Assign Lead to User/Agent

    Using FinCRM.com,Leads from Facebook can be added to CRM database
    You can convert the Lead from the first contact to sale, using the below CRM modules:

    View Leads
    Lead Management database allow you to view list of leads, organize leads, view leads by company, accounts, city, date etc.

    Sales funnel
    View leads in a graphical interface. It displays the buying process that leads go through, in form of a funnel as per deal stage

    Deals
    Change lead status as per deal stage and set parameters like lost, Won, Negotiation, Proposal, Prospects – in a drag and drop or kanban format

    Measuring results
    Analyse various reports like – daily, monthly, weekly reports, the time it takes to convert a lead into a customer and the costs per potential customer etc

    Using Facebook ads you can always get your message in front of the people who are most likely to buy your product or service.
    Facebook ad campaign can help you get more leads and increase your company’s revenue

    Using FinCRM as a lead management tool, companies can ensure that each Facebook lead has the potential to become a customer.
    The objective of FinCRM.com is to convert leads into customers, to close sales and help company to grow

    If you would like assistance in installing a Facebook based Lead Management Software please contact us

  • Lead Assignment using Round Robin in CRM Software

    Round Robin is a process or algorithm assigned to the CRM software so that leads are distributed evenly to agents.
    This ensures that every agent has equal opportunity to perform, as the leads are allocated on a rotating basis.
    The name of the algorithm – round robin, comes from the round robin principle – wherein each person takes an equal share of something in turn.

    The round robin rule will distribute and allocate the unassigned leads equally among agents as per the % set by admin, per agent.
    For example, if a company has 20 agents and as an administrator, you want to assign all the new leads equally among them.
    So when you receive 100 new leads, the software assigns 5 leads each to 20 agents.
    Benefit of round robin is that it helps save valuable time by assigning leads automatically

    In CRM Software, creating a Round Robin rule involves the following steps:

    Step 1 Go to Admin – Extensions – Round Robin

    Step 2 View list of Unassigned Leads
    Admin – Leads – Unassigned Leads

    Step 3 View List of Agents
    Admin – Users

    Step 4 Setting up Assignment Rules
    Rule Criteria is %

    Step 5 Allocate Leads to Agents

    Step 6 View List of Allocated Leads

    Round Robin ensures that all leads will be assigned to agents without any manual intervention.
    Based on the company’s lead distribution process leads are automatically assigned to the agents.
    Pl. contact us, if you want to setup a round robin based lead distribution system in CRM Software.

  • CRM Software Company in India

    FinCRM.com is a leading provider of CRM software in India.

    FinCRM.com has assisted a number of Indian companies in providing custom CRM Solution
    CRM refers to systems and software that an enterprise can use to manage and analyze interactions and data throughout the customer lifecycle. It improves business relationships with customers and prospects

    India is one of the fastest growing economies in the world and is a hub to many software companies. FinCRM.com is a prominent CRM Software company based in India.

    Using FinCRM.com Indian companies can manage customer data, access business information; automate sales and marketing process and increase productivity

    FinCRM.com has six main modules:
    Contact Management – Contact Manager helps maintain contacts, leads, accounts, customers, phone numbers, e-mails etc in a centralized place

    Lead Management– Capture more leads from various sources like website, form, CSV, mobile, contacts, email and easily categorize them as per lead status

    Sales Force Automation– Automate entire sales flow in one platform and streamline lead-to-sale processes giving managers the ability to track sales performance

    Sales Pipeline – Shows status of leads and their respective stage like Customer lost, Customer Won, Leads, Negotiation, Proposal, Prospects etc

    CRM Dashboard– Provides an updated view of your entire sales funnel, reports, lead status, customers, sales, users on a interactive dashboard

    Reports and Analytics – View customers, deals, leads, sales – day/week/month reports online and leverage it to improve your sales and marketing

    Lead Management

    FinCRM.com provides custom CRM software for Indian companies based on as per specific requirement.
    To request additional information on our CRM software, please contact us

  • What is Call Centre CRM

    A call centre CRM is a software application developed to improve productivity and boost the efficiency of a call centre.

    Customer Relationship Management (CRM) is a process, which is implemented by a business to manage an effective interaction with the
    customers.

    CRM Software involves management of the customer interaction in organisation, automation and synchronisation of varied business process
    such as sales and marketing activities, customer support services, technical support services and so on.

    A call centre or support helpdesk is a place where a customer requests are handled over the phone, email or chat. The calls may be inbound,
    i.e., you only receive the calls; or they may be outbound, where you make the calls for survey, telemarketing, follow-up, and support, etc.

    In order to manage and enhance effective customer relationship, a call centre is required to collect necessary information about its customers and organise and integrate such information in overall business process in such a way that generates an effective customer services. One may require CRM software to automate this information in an effective way.

    Features and benefits of a Call centre CRM:
    Call centre CRM software provides a user friendly interface that integrates and consolidates the data flow across all the modules of
    customer care centre.

    Since the application is based on specific processes and rules of call centre industry, they are quite efficient and evolve into further improved versions that also are tailor made.

    The data related to customer like his contact number, his time zone, his particular preferences and his purchases are stored in one
    comprehensive database. The data so gathered and stored is used to design special promotional plans to appease and attract the customer.

    These somewhat customized techniques and offers result in greater customer satisfaction.

    The call centre CRM software makes the call centre processes easier for the employees working in the call centre thereby boosting their
    productivity and morale. This application has all the advanced and basic features of conventional

    CRM software and these features provide a streamlined flow of information across all the departments.

    CRM software is indispensable for call centres as the very reason for the existence of the call centre is to help the customer. CRM software makes this process a lot easier and manageable.

    CRM front-end provides a 360 degree view of the entire business that helps to formulate accurate and precise business strategies.

    FinCRM.com provides best CRM Software for the Call centre users so that optimum utilization can be done of the resources and they can
    provide the best services to customers.

  • What is Hosted CRM

    CRM or Customer Relationship Management refers to a system which integrates the management information of an entire organization encompassing customer relationships. The activity is automated by CRM systems using an integrated software application.

    Hosting refers to a subscription model or software deployment which involves the residing of an application on the software provider’s remote server instead of the onsite servers of the customers.

    In case of hosted CRM or Cloud CRM, the CRM Software is delivered through a server in a remote location to the end users via internet.

    Medium and small organizations are benefitted by the technical and financial business advantages of hosted CRM.

    Some of the major Advantages of hosted CRM are:

    • It is available at a minimized initial cost as a substantial upfront investment is not required by hosted CRM, unlike the conventional CRM solutions. With the help of hosted CRM, the extra burden of maintaining, implementing and updating is shifted to the solution providers from the customers.
    • The cost of installation, integration of additional hardware and hiring of professionals for further software support is totally eliminated by this system. This makes them highly useful for medium and small organizations working on limited IT resources and tight capital budgets.
    • The return on investment is increased and accelerated by the use of hosted CRM. This is because unlike the onsite CRM systems, the hosted system has the ability of easier implementation and faster integration to the day to day business of the organization. This helps the hosted CRM to be ready within weeks instead of months and years in case of onsite systems. Thus the organizations are able to realize the business benefits at a much earlier stage, resulting into greater return on investment, rapid payback and a reduced total cost of ownership.
    • The usage of the hosted CRM system leads to a reduced dependence on the IT resources present within the company. This is attributed to their requirement of fewer technical resources for management as the hosting provides administration of hardware, software and the network. Thus the strain of the internal IT department gets reduced, enabling to focus more on business building and other tasks.
    • One of the major advantages of hosted CRM is its smooth up gradation procedure. The usage of traditional CRM software involves the waiting of the organization for the next release in order to benefit from upgrades, latest features and security patches. Moreover the complexity, cost and potential disruption of shifting to a new onsite software version prevents up gradation to the newest version. All these problems are eliminated by hosted CRM as there is continuous up gradation and addition of latest features rather than waiting for customization and latest technologies.
    • The hosted CRM systems help in better management of cash flow of the organization. This is made possible by supporting the business growth even with predictable and low costs, which scales with the actual use of the solutions.
    • Hosted CRM is known for its great flexibility as it can be easily changed as and when required to meet the changing requirements of the business. It also involves the addition and removal of users on demand at the simple change of the monthly subscription fee, thus helping in the growth of cyclical and seasonal businesses.
    • Hosted CRM is responsible for making the internal IT resources free and available for more valuable works of the organization.
    • A high level of accessibility can be provided by hosted CRM solution as they can be viewed by any web browser from any location.
    • When there is a risk of third party intrusion, hosted CRM provides the maximum level of security possible.
    • The added advantage of hosted CRM is the automatic data backup system which allows easy retrieval of data in case of any disaster.

    FinCRM.com is the best hosted CRM Software. Using FinCRM.com hosted CRM Software; companies can manage customer data, access business information, automate sales and marketing process and increase productivity.

  • CRM Software Providers Questionnaire

    Important questions for selecting a CRM Software:

    1. Tell us the key points pertaining to your CRM software that you like to highlight

    a. End-to-end CRM Implementation
    FinCRM.com provides end to end CRM software that can automate the entire process of Lead Generation, Sales Management, Marketing and Forecasting.

    b. Custom CRM development service
    We provide custom CRM development so that the CRM Software can be developed as per company requirement

    c. On-premise CRM
    We can install CRM Software on company’s own server so they have full control over their data Company can opt for on-premise CRM system, i.e. servers reside in house

    d. Unlimited Users
    No limitation in terms of number of users

    e. Free trial
    Our online Free Trial of CRM software lets you experience all the modules and full functionality

    f. Open Source CRM
    FinCRM.com is an open source CRM Software. So companies own the software and can make any changes in the code.

    2. CRM Software empowers customer-facing personnel with the right data about their customers at the right time, in context, so that they can focus on nurturing relationships across journeys even as they cross channels and devices.  How FinCRM is working in this domain?
    Using FinCRM.com sales and marketing staff can view, manage sales pipeline online, convert more leads and make better decisions

    3. Companies buy CRM to solve a discrete business problem, to modernize existing applications, or to serve as the foundational component of a business transformation initiative. In what ways does FinCRM’s CRM software help enterprises to manage and analyze interactions and data throughout the customer lifecycle? Using FinCRM.com a company can track the entire communication with customers including complete history of interactions, lead stage, sales and activities

    4. What kind of services does FinCRM offers to clients which enable them strategic transformation, boost their revenue and give an edge over competition?

    FinCRM helps streamline the entire sales cycle, which results in closing deals in your sales pipeline and helping everyone in the team to each target faster. Since order processing and preparing invoice is automated in CRM, sales teams are able to reduce costs and increase sales revenue.

    Another way in which FinCRM boosts revenue is through higher sales conversation rates. When salespeople have greater access to details about leads, they have a better ability to sell

    5. Which industry segment has FinCRM been focusing on with regards to their mobile CRM services demands? How has the demand and supply grown over the years for FinCRM?

    The CRM Software is fully responsive. It delivers a full CRM experience on smartphones, tablets, and other mobile devices. It enables sales, marketing and customer service teams to access and manage key information in real time, wherever they are. Connecting through mobile CRM, allows your sales team’s access to customer data through a web-based browser with cloud CRM

    6. Statistics indicate that CRMs are rejected due to lack of user acceptance. What are the pain-points that your customers come up to you with? How do you help them through these challenges?

    Learning and adapting to a new CRM system is essential for success. We provide full support to customers including setup software online, create staff accounts etc.

    As a part of the CRM deployment we take clients opinions and suggestions into account and involve users from the start The system is easy to use and administrators can configure the solution and other administrator related tasks themselves

    7. Kindly share few success stories to help us bring out a good story? ejobsitesoftware.com – Job Board Software, used digitacrm.com web to lead module along with Facebook ads and reported a 50% increase in leads

    8. Is there any innovation or up-gradation currently happening in your company that might be reflected in FinCRM? We are working on AI and Chat bots

    9. Tell us about the recent revenue growth, and the future roadmap of your company. We are growing rapidly with more and more clients signing up

    FinCRM.com CRM Software is a great solution for customer relationship, sales, marketing and customer service capabilities for all companies.

  • CRM Role Management Module

    What is Role Management?

    Role management is a part of user registration system where user register in system and some roles or permission are assigned to them and he/she can access the some portion of your digital system.

    In general, role-management is about roles and its permission.

    For example, suppose you have blog system and you create some roles such as editor, user, and admin. And based on these roles some permission are assigned such as editor can only edit or post the blog and user can only view or read the blog and admin has all permission to add, update, delete, view or manage the blog. So this type of management to give or assign the permission to someone based on roles or without any roles are parts of the role management system.

    How Role management works in FinCRM?

    In FinCRM, you can register as a user and can access its all features such as web-to-lead, lead, account, contact, company, deals, products etc. By default in FinCRM these features are permitted to the user to access. But the admin has the access to give role and permission to the user.

    Set Permission/Feature for users:

    1. First, login as an admin and go to the users section.
    2. Next click on set permission button
    3. Then after, select the permission/feature for users.

    Set Role for the user:
    In FinCRM, admin has the control to give the role to the users. To set the role for user you have to do such things as:
    1. First, login as an admin and click on user module.
    2. Next, click on action button or click on edit button.
    3. Then update the user profile or set the role for the users.