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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.

ExcelCRM MARKETINGMARKETING

Understand Leads and Improve Conversion Rates

Segment your audience and run lead nurturing campaigns through effective marketing channels.

Excel CRM SALESSALES

Empower Sales Team and Close More Deals

Equip your team with sales tools to improve productivity and win more deals.

 Excel CRM CUSTOMER SUPPORTSUPPORT

Enhance Customer Experience and Gain Loyalty

Enable your team to provide better support and timely response with quick customer insights.

About 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.

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QUICKLY ZOOM IMPORTANT INFORMATION

Different people need different dimension of Excel CRM data according to their roles and responsibilities. You can create dynamic data view with select columns and filters allowing you to see the information exactly you need

SEGEMENT & RUN PERSONALISED CAMPAIGNS

Select your leads by status, interests, location or a field of your choice using query filters and start marketing campaigns via Email & SMS. With mail-merge templates you can personalize messages using information already in the Excel CRM database.

MANAGE YOUR SALES PIPELINE

Understanding opportunities at each stage and expected close date helps you to estimate your incoming cash flow and focus more on the key opportunities. As well, it tells you where your leads and prospects fall out of the pipeline.

MORE ACTIONABLE INSIGHTS

With built-in analytics you can generate reports and charts that help you take informed decisions, analyze your team performance, sales trend, competitors, top opportunities, best selling product and more.

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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.

NEVER MISS TASKS AND APPOINTMENTS

Every activity related to customer relationship management is very vital. Activity list gives you and your team a complete view of upcoming and overdue tasks on the home page and sends reminder alerts through Email & SMS.

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CUSTOMIZE TO FIT YOUR BUSINESS

Every business works their way and our framework lets you to configure the way you work. It means you can customize every field and screen as your business needs and also extend the app by adding new modules as it is tailor-made for your business.

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.

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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.

COLLABORATE ON DEALS

As a team you can achieve more. Add team members and grant relevant data permissions to work together and close more deals quickly. With the power of Secure Interact and Secure ECM tools you can share valuable insights and documents with your team in real-time.

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