Customer Relationship Management
Customer Relationship Management(CRM) helps businesses in organizing and automating the process of sales, marketing and support. CRM is necessary for any organization to increase sales and productivity, engaging customers and providing best- in-class customer service.
Understand Leads and Improve Conversion Rates
Segment your audience and run lead nurturing campaigns through effective marketing channels.
Empower Sales Team and Close More Deals
Equip your team with sales tools to improve productivity and win more deals.
Enhance Customer Experience and Gain Loyalty
Enable your team to provide better support and timely response with quick customer insights.
Bring your CRM to the future.
TRACK CUSTOMER COMMUNICATIONS
Get a complete history of interactions between your team and customers to know what is to be done next. You can log notes from a call, send and receive Email or SMS from the system directly related to contacts or other modules such as opportunity, case, account, custom module and more.
MANAGE CUSTOMER DOCUMENTS
Managing all relevant and latest documents related about the customer at one place is essential for any successful business. Our Excel CRM combines the power of Secure ECM, an Enterprise content management system, to share, organize and manage your documents with out compromising security.
MULTI-LEVEL SECURITY LAYER
We take security very seriously and have built multi-level security layers to protect information at every level both physical and application, along with data encryption. You can create role-based security and also provide permissions at global, hierarchical, team, and record levels to have a granular control.
- Lead & Campaign Management
- Opportunity Management
- 360 Degree view
- Email & SMS Integration
- File Management
- Activity Management
- CRM Analytics and Reports
- Administration & Security
Why Excel CRM
Excel CRM enables organizations to streamline business process by increasing sales and customer satisfaction. By using Excel CRM, you can gain insights into your operational analytics which helps to focus more on the actionable items that matters the most. Getting a complete 360-degree view of your customer’s information such as appointments, tasks, emails, telephone notes, sales opportunities, related documents, complaints, orders and projects enhances customer experience, improves team efficiency and productivity.
All your team members work towards a common goal, empower them with Excel CRM to outpace the competition and reach new heights.