Overview

"The purpose of business is to create and keep a customer." - Peter Drucker

In a business, managing your customer relations plays an integral part in determining the overall growth of the organization. The Sales, Support and Marketing wings of an organization face customers on a daily basis. A significant part of their responsibilities involves engaging with the customers. As long as the sales activities are concerned, it could start from having a solid track of customer records, contacting each of them at regular intervals to make a sale. Or it could be about maintaining efficient communication with the customers through each level of a transaction. When it comes to support, it involves answering product queries, troubleshooting product issues and so on. With marketing, it involves planning your campaigns on various channels to make your product reach the target audience.

These are diverse tasks, requiring the representatives to use multiple windows for switching from one task to another. Although they function as separate teams, they work towards a common goal in keeping your business successful.

CRM Plus is a unified customer experience platform allowing the cross-functionalities of your Sales, Marketing and Support teams in one space, eventually bringing business to an organization.

With CRM as a center, there are various modules that help you across every stage of a customer life cycle by engaging your website visitors, tracking leads and converting them into deals, delivering your project on time and retaining your customer. Following are the modules:

SalesIQ - Visitor tracking: SalesIQ is a visitor tracking and live chat software designed to help you streamline the process of generating leads for your business. With SalesIQ, you could instantly connect with your website visitors and start offering customer support within the web interface.

SalesInbox - Exclusive email client for sales reps: SalesInbox, a mail organizing tool seamlessly integrates with CRM Plus to bring in your work emails and CRM information in one place. With SalesInbox, your work emails can be segregated automatically under the categories Deals, Contacts & Leads, Not in CRM and Colleagues.

Projects - Project management: Projects is online project management software that helps you plan and keep track of every task and its status. Every project can be efficiently planned to meet with delivery deadlines assigned by the clients or within the organization itself.

Desk - Ticketing platform for support reps: Desk is a ticketing software designed to execute all support operations in one platform. It helps you associate support tickets with the respective customer's information from the CRM database and helps the agent in providing effective solutions after gaining a detailed perspective of the customer's previous transactions.

Campaigns - For better marketing: Campaigns is a marketing tool that lets you create, customize and send email campaigns to your customers. With having your target audience and Campaigns application in one place, it becomes much easier to plan your email promotions, track responses and monitor real-time data.

Survey - Hear from your customers: Surveys is a software designed to help you create customized surveys for gathering customer feedback. Surveys helps you access both your customer and survey data in one space. making it easier for a sales agent to follow up with the respondents.

Analytics - Insightful reports and dashboards: Analytics is an online reporting tool designed to help you analyze your business data. Create insightful reports and dashboards from not just the modules in CRM (leads, contacts, etc.) but also across the applications: Desk, Surveys, Campaigns and Projects that are part of CRM Plus.