Customer Relationship Management

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Customer Relationship Management

Customer Relationship Management

Customer Relationship Management
Any business that has sales, marketing, and billing teams, creates quotes and sends invoices like Amazon, Netflix, eBay, etc. Require the customer relationship management services, that help you engage with leads and customers, get insights about your business, build a scalable sales process, and grow your business faster.

We are the CRM service providers that help you to connect with your customers through multiple channels like Email, phone, chat conversation, and social media for immediate follow-up and remedy of an imminent issue. The main objective of CRM is to integrate and automate sales, marketing, and customer support. The system provides useful information to the front-end staff about the customers' purchasing history, concerns, and preferences.

Dedicated programmers of YES IT Labs (CRM service providers) are capable of providing a wide range of new and innovative CRM solutions and can also help in implementing customer relationship management services like Zoho, Vtiger, Odoo, Salesforce, etc. for their clients with all business backgrounds. The solution helps to automate your business by giving you the best results including more sales revenue, higher customer satisfaction, better marketing ROI.

Benefits of Customer Relationship Management

● Connects your entire team from any device.
● Intelligently captures customer emails.
● Simplifies repetitive tasks so you can concentrate on leads.
● Delivers instant insights and recommendations.
● Extends and customizes as your business grow.
● Actively tracks and manages customer information.

Customer Relationship Management
1. Home
1.1. Logo
2. Sign up/Login
2.1. Email
2.2. Phone
2.3. Social Media like Fb, LinkedIn, Google
3. Customers management
4. Account management
5. Sales forecasting
6. Sales force automation
7. Sales Analytics
8. Problem management
9. Lead/opportunity management
10. Production management
11. Sales performance management
12. Reports/surveys
13. Email client integration
14. Footer
i. Terms of service
ii. Privacy policy
iii. Chat integration
iv. Web analytics integration
v. Social media integration

Admin features:
1. User management
2. Maintain customer relationships
3. Maintain the accounts
4. Sales report generation and analysis
5. Performance analysis

FUNCTIONAL AREA OF CRM SYSTEM

Modular Integration

Direct integration with other ERP modules is a key feature that your organization can get after implementing the system successfully.

Quotes & Proposal Management

It automates the route to send quotes and proposals to your target audiences. The system simplifies the process to translate the quotes & proposals into sales.

Lead/Opportunity Management

Lead & opportunity management system allows sales and marketing executives to trail the communications and interest of prospects, providing a robust platform to stay in touch with the leads until they are converted into sales.

Account Management

Account management allows maintaining various demographic and other information regarding all activities.

Problem Management

Problem management system is all designed to track problems and recognize the trends so that major customer service matters can be checked proactively.