The Sales CRM software is developed on a LAMP (Linux,Apache,MySQL,PHP) framework and is installed online on a Linux server
Web host requirements are:
If you’re not sure whether your web host meets the above requirements, contact us for assistance
CRM – Customer Relationship Management is a strategy for managing a company’s relationships and interactions with its customers and prospective customers. It may involve use of CRM Software, strategy or systems with the goal of improving customer service or assisting customer retention, using analytics and increasing sales.
CRM often involves using technology to organize, automate and synchronize service, sales and marketing functions of the company
It can resolve customer complaints, track leads, close opportunities, automate sales process and present complete view of your customers life cycle
A CRM has several functions that include tracking customer interactions, automate sales cycle, track leads and get new customers
Some of the main CRM modules are:
Service Management
Help desk or Complaint Management system lets you gather all customer complaints into one common help desk system where you can categorize, assign and resolve customer queries
Sales Force Automation
Automate sales work flow in one platform and streamline lead-to-sale processes giving managers the ability to track team sales performance
CRM Dashboard
Get an updated view of entire sales funnel, reports, lead status, customers, sales, users, analytics on a interactive graphical dashboard
Contact Management
Contact Manager to maintain company’s contacts, leads, accounts, customers, phone numbers, e-mails etc
Lead Management
Capture leads from various sources like website, form, CSV, mobile, contacts, email and easily categorize them as per current status
Sales Pipeline
View Online status of lead in progress and their respective stage like Customer lost, Customer Won, Leads, Negotiation, Proposal
Marketing automation
Consolidate various customer interactions over email, phone, social media or other channels and view detailed analytics
Reports and Analytics
View customers, deals, leads, sales – day/week/month reports online and leverage it to improve your sales activities
Features in a CRM Software:
CRM software consolidates customer information into a single database so companies can more easily access and manage sales and marketing information
Some of the features in CRM Software are:
CRM Dashboard
View entire sales funnel, reports, lead status, customers, sales, users, map etc on a interactive graphical dashboard on monthly/yearly basis
Web to Lead
Directly collect and capture the lead from your website – contact us page and add into CRM Software in leads management module
Contact Management
Manage your contacts, leads, accounts, customers, phone numbers, e-mails etc in a centralized place
Accounts Management
View and Manage your Accounts – company info, contacts, phone numbers, e-mails etc in a centralized place and view sales information
Leads Management
Capture leads from various sources like website, web to lead form, CSV, mobile, contacts, email and easily categorize them as per lead status
Deals Management
View Sales Pipeline and online status of leads in their respective stage – like Customer lost, Customer Won, Leads, Negotiation, Proposal, Prospects in a drag and drop format
Customers Management
View and Manage your Customers database – contacts, phone numbers, e-mails etc in a centralized place and view customers history
Sales Management
View company sales – monthly, quarterly or yearly basis, view sales target vs achievement
Forecast Management
View details of sales vs forecast, percentage quota achieved, top achievers, amount in pipeline etc.
Territory Management
View details of sales, territory-wise as defined by sales management. It helps sales staff by defining geographical sales based on customers, forecast, achievement and territory
Analytics
View customers, deals, leads, sales, pipeline, forecast, sales by users, map on a – day/week/month, reports online
Notifications
Get alerts when web to lead form is filled, appointment, lead generated or any other activity, also receive email alerts based various CRM module activation like form submission, daily report etc
Geolocation
Use Google Map – web mapping service, to display the location of customers, Accounts, leads etc so you can view map in CRM software
Appointments
Setup Appointment using Online Calendar and use it as a scheduling application that lets sales staff to keep track of events, appointments,meetings etc
Newsletter
Launch an email marketing campaign and send email newsletters to customers, Accounts, leads etc and track the mail response
Mailing
Internal messaging system to send emails to customers, Accounts, leads etc via CRM Software
Document System
Upload, Track, manage and store documents. Product literature, presentations and other sales and marketing documents can be stored online and shared with prospects
Product Management
Add products and view the sales related data of the product at all stages of the sales cycle
Invoicing
Create and send invoices, add product information, pricing, discount, delivery charges etc
User Management
Enables admin or sales manager to control user access and on-board and disable users from using the CRM Software.
Admin
Dashboard of all company related settings like add/edit/delete users, view analytics, add API settings, send newsletter, view reports, change logo, CSS and do any other administrative function
API
Easy to use REST API that allow developers to interact with site remotely by sending and receiving JSONs and can also be used to develop custom iPhone and Android Mobile app
Help Desk System
Contact center, Complaint or ticket management system to facilitate service requests and ticket prioritization to provide post sale customer service to clients
The five main companies providing CRM software are:
1) Zoho CRM
2) Salesforce.com
3) Microsoft Dynamics
4) SAP CRM
5) Oracle CRM
CRM Installation
There are several option while choosing to install a CRM system, the main two are:
Cloud CRM
Cloud CRM or SaaS/Hosted CRM means where CRM Software and customer data resides in the cloud and is delivered to users via Internet
It does not involve buying Hardware or Software so it is less expensive and clients have to pay on Monthly subscription fees
On-Site CRM
With data security and GDPR regulation in force, more and more companies are opting for on-site CRM.
It also has the advantage of getting a custom CRM software developed with domain related data capture forms and feilds and can be setup in local host, company intranet or own web server
More and more business’s are now setting up a CRM system for their company.
A Customer relationship management system helps better understand your customers’ needs and how to meet those needs while enhancing company’s sales and improving business process management.
Learn about CRM software, view list of CRM Software companies and know about CRM in detail
Popular CRM Resources:
Wikipedia – Customer relationship management
https://en.wikipedia.org/wiki/Customer_relationship_management
Comparison of CRM systems
https://en.wikipedia.org/wiki/Comparison_of_CRM_systems
CRM Software Research
capterra.com/crm-software-research
MarTech Today – Marketing Technology News and Management Insights
https://martech.org/
CRM Apps for Business
https://zapier.com/learn/crm/best-crm-app/
CRM Magazine
DestinationCRM.com/
To add any other CRM related resource, pl. contact us
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:
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
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 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.
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.
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 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.
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:
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.
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:
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
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:
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.
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
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
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.