Beyond CRM

Streamline communication, enhance customer experience, and improve sales process

Does your organization know how many deals they lost by not maintaining a proper interaction history record, or how many prospects were just forgotten about, and not followed up? 

Every business goes through different stages of its lifecycle. With the best products and services, y our business enters a rapid growth phase, and you are looking forward to capturing the potential market. 

When you start small it is easier to manage every customer-facing process like contact information, activity, communication, leads, opportunities in an excel sheet. 

But as you grow, your sales team size increases with that increase the customer base, the following up on activities and timely communication becomes key for closure which is a huge bottleneck when a company manages its customer-facing processes on an excel sheet. 

Result: Lost leads, unhappy prospective customers and customers, no accountability, time and money wa stage 



The problem with your Sales & Marketing

The traditional ways of customer relationship management like spreadsheets or email system is not the right CRM strategy to acquire retain and grow customer base.

Some might think using Excel spreadsheets or Outlook is just fine to help run their sales and marketing operations, but they are not aware of the business they are leaving on the table from not properly automating the sales processes.

CRM solutions for SMBs are designed as “one size fits all,”  These flawed approaches don't accommodate unique customer relationship management/CRM needs and processes that are a natural part of every business. And, in turn, they've led to low user adoption rates and failed implementations

In this scenario, companies struggle to keep an overview of their sales orders and targets, no reports and forecasts, invoice tracking creating inefficiency. And with accounting, inventory and other disparate systems, it becomes difficult to get an integrated view


Our Approach - Beyond CRM

For CRM to achieve its full benefits it is important to understand that every organization is different with its unique sales process. The CRM software needs to be customized as per the processes. Our CRM software applications are based on a detailed understanding of the unique needs of SMBs.

We understand, I n today's competitive environment, the B2B sales process should be aligned with the target market/vertical, what activities are required to move the prospect through the pipeline, a nd how can you manage the process in a systematic manner with the help of CRM. We understand processes and accordingly suggest the best solution customized to requirements. 

I our consultants think that the need is not matched then we study the business model and recommend suitable improvements in the sales process, thus assisting in generating higher sales revenues.



Features

CRM Software

Track leads, close opportunities
and get accurate forecasts.

Schedule activities based on your sales scripts: calls, meetings, mailing, and quotations

Get all the information you need, directly on the opportunity: website pages viewed, mail received, etc.

Easily review your performances & next activities  

Get accurate forecasts

Use actionable data to make better decisions.

Benefits

CRM Software
Oversee all interactions between their customers and sales teams

Increase productivity, improve quality, easier accounting than ever before

The salesperson can manage their sales orders, have a clear view of their progress, and make sure they meet their monthly targets.

Huge time and cost re duction 

Keep all the information about leads and customers in a single place