4 Powerful ways to manage your Tasks

Enquiries to follow up, need to keep track of what is happening with each leads, have to prepare and send reports, need to keep up the productivity, newsletters to be sent to hot prospects and finally reach the targets. So much to do and less time in hand?

Well, it indeed seems to be so difficult when you start making the list of to-dos. To all the Maple CRM users, here are few effective ways that you can make use of.

Keep up with the Follow ups

Your customer enquiry supports reminder option. Add a follow up for each enquiry on a specific date and time. The system will remind you the day’s tasks on the Dashboard. It shall also notify through email about today’s activities and the pending ones. So you will never be able to miss any task.

Make sure you close each of the task once the activity is completed. If not, it will fall under the Pending tasks and you definitely do not want your manager to see that, Right?

Flexible Views

Configure your View Settings as per the way how you would like to see. Make different views for Hot or Cold cases. That way it will be easy for you to directly jump into those set of enquiries and work on them. Also, configure your enquiries view as per the stages you have accomplished. Keep an easy tab on where each of your enquiries stand today.

Send instant Emails

Draft your newsletter template and save it for multiple usage. Choose the type of segment to whom you want to target your emails, select the template and shoot the email. You can easily keep a note on which all enquiries the emails have been sent.

Status Reports in seconds

Well, in seconds? You got it right. Do not waste time in downloading customized reports for last updated customer enquiries. We have your daily and weekly status report ready for you. Go to Report Templates and choose Account Updates Report. Download your report by selecting the date range and there it is.

Additionally, you also have an option to share the report to your manager directly from the Report Templates. Now sending the report is also easy.

Want to explore more options with Maple CRM? Write an email to support@maplecrm.com and our team shall guide you through it.

Looking for subscribing to Maple CRM? Please write to us info@maplecrm.com or visit www.maplecrm.com

Better Employee Management through CRM

Employees are the significant assets and the primary promoters of profitable business for an organization. Hence, apart from managing clients and customers for business purpose, it is a decisive responsibility of an organization to manage and fulfill all needs of its own employees.

It would be improper to say that a CRM system is only used to manage clients and customer; most of the HR heads or managers are using CRM technologies for managing company’s human resource. CRM not only resolves a company’s customer side but also it helps in empowering employees. Senior Managers can monitor the way employee deals with any customer and can make decisions based on their findings.

• Better Training Opportunity

Using a CRM software not only helps in customer Management but also to track the performance of employees. Depending on the way executives’ deals with customers, management can rank the performance of employees and also identify any rectifications or modifications needed. This paves way for effective training opportunities to employees.

• Systematic Performance

Unlike maintaining a spread sheet to record the day to day activities, CRM software helps an employee to perform a job in a systematic and professional way. CRM software also helps employees to manage their day to day tasks and activities without fail.

• Good Bye to Sticky Notes and Note Pads

Effective usage of CRM Software in any organization reflects real time communication with customer without flaw. You will be reminded about task for the day through email and SMS giving no chance for cut outs.
It is time to say adieu to sticky notes and note pads.

• Better Time Management

Customer Relationship Management software helps employees to save time by scheduling mails and SMS to respective customers. Create attractive email templates and send bulk email and SMS, when you would like to communicate about any special offer, seasonal discounts etc to your customer segments on a go. CRM software allows you to differentiate between prospects amongst leads letting you to decide how to manage your valuable time and which customer is to be focused more.

• Avert Chaos

We understand it is strenuous to manage multiple customers simultaneously. It can create pressure and chaos within your executives. Managing every information of a customer in one place can solve this problem. There may be numerous documents like invoices, quotes, proposal, brochure, bills etc. for a single customer. It is always better to attach it along with your customer details in your CRM system enabling more easiness to locate it when you need it. Also sending Mails and SMS, updating remarks and reminders, for a particular customer can be done without switching screen.

CRM to boost you Sales Productivity

Online CRM solutions are becoming prevalent in many business organizations, particularly for sales team and customer service. CRM which is a strategic model implemented to manage interactions with customers, enquiries & sales prospects.

CRM solution can help your sales team to organize and automate your business process to find and win more new enquiries. There are several other benefits when CRM application in implemented within your sales process of business.

Increase Sales productivity

CRM software can help in boosting up the sales team productivity and streamline the process of sending quotations, order processing and other sales activities. Many CRM software offers automated Sales Force solution. CRM can give a competitive advantage by reducing the production costs & increase sales revenue.

Stronger Customer Interactions

Building strong relationships with customers is one of the primary goals. The productivity of the team can be increased by spending more time by engaging with customers. The sales team will be able to spend more productive time by potential customers due to efficieny of CRM technology. More time with customers will definitely lead to more deals.

Easy access to customer details

The ability to quickly access the information of potential leads will help your sales team to act on the leads much faster. With a connected application, all your sales team will be able to access the required information at anytime at one source.

Bring efficiency

With CRM solution, your organization stays organized. The solution can prioritize your tasks and responsibilities. CRM gives you full visibility so you and your entire team know which are priority enquiries and when the follow up has to be done. Being more organized means your team is no longer wasting time on a disorganized search through leads that are at different stages in the sales cycle. With CRM, it is easy for your team to be on the right path in identifying and spending time on the enquiries that are worth.

Analyze your Sales and growth

To understand where your business stands, it is important for you to get accurate forecasts of your business proceedings. This can help you to have a good view of the business growth, the market conditions and predict sales. Reports & Charts can give you real time information that are accurate and up-to-date.

CRM may not be a mandatory for your business, but definitely you can see great benefits when implemented.

Interested in CRM? Visit http://maplecrm.com

Industry Specific Online CRM Software

Maple CRM – The most comprehensive, customizable and scalable CRM solution that includes processes for marketing, sales and customer service.

The solution can be individually customized to suit your requirements and can be made industry specific. Every industry has different process and is unique. That’s why Maple CRM is designed to give you custom functionality with features that can fit your business perfectly.

Maple offers Industry- specific Solutions to

  • Educational Consultancies & Placements
  • Healthcare & Insurance
  • Manufacturing
  • Financial Services
  • Real Estate Companies
  • Jewellery Industry etc.

CRM for Marketing:
Marketing with CRM is supported with efficient planning, execution and monitoring the campaigns. Targeting the specific audience who is already showing interest can turn out to be business. Marketing tool can do wonders in identifying and targetting the real cases.

CRM for Sales:
Call it Lead Management or Opportunity Tracker, an efficient tool which can help in generating leads, reaching out to them, following it up and coverting these leads is what makes a business sucessful in profits. A sales tracking along with charts & forecasts can make it even more better to measure your sales pipeline.

CRM for Customer Service:
A good customer service management and support system helps you to not only reduce costs and improve customer retention, but with the right processes, it can be a vital tool for upselling and driving more revenue. Improve customer satisfaction and attract new customers using a CRM solution.

Maple CRM provides solution for all the above categories helping you to manage everything at one centralized location.

Read more about:
Scope of CRM Software for Small Business
Transforming Sales Productivity using CRM
A choice to make when going for a CRM solution

 

Transforming Sales Productivity using CRM

A lot of sales time can be spent on leads that aren’t going to buy. While leads are never going to convert one to one, filtering out the poor quality ones ensures that sales effort is focused on the more promising opportunities. This requires close co-operation between sales and marketing. CRM Software helps here to collaborate the various teams to reach one goal – to convert leads into sales.

Generation of sales quotation can be repetitive work for your sales people which only eats up their time by doing administrative tasks. Having quote generation tool with pre-defined templates can speed up their quotation process and improve the quality of the quotes that are sent out.

Often your track records may contain duplicate records, repeated customer entries which not only eats up your data space but may also give wrong calculations on the no of leads which are in your sales bucket. This poor lead management results in nothing but a bad way of recording which is of no help. CRM system can help in keeping up-to-date information with no duplicate entries but only quality information that is going to be of great help to sales team. Your business process can be streamlined and an effective strategy can be put forward for increasing sales opportunity.

It is not only with sales but also with post-sales functions which can be well organized so that customer never faces any issues throughout his business time with your company. Improving the quality of post-sales fulfillment can therefore have a big impact on making a sales person more productive.

Not to forget the sales reports for which your team spend a lot of time creating those for managers review. Sales Management Software is of great help here to quickly run reports as needed.

In the world of sales a shift in the balance of time spent with customers as opposed to administration can have a big positive impact on profitability.

CRM solution for your business

Sales is about people. Manage leads and track sales with Maple CRM in a more efficient and collaborative way. Streamline your sales process and keep your team involved in the sales process.

Maple CRM enables easy work process and helps in capturing leads through various channels, thus letting you to save your time and focus on your core business work.

The solution offers number of features that eases your day to day business operations and increases profits. Maple CRM enables:

  • Better connection between various departments
  • Builds collective information of the business
  • Easy usability and ensures higher productivity
  • Customizable functions to suit all types of businesses
  • Convenience of recording customer interactions.

Maple CRM is an essential tool that can turn leads into customers easily. The solution is especially valuable to small businesses, giving them a competitive edge over businesses.

Request for a free trial today.

Track your sales leads with Maple CRM

Generating leads is the key process in the sales pipeline. It is important for salesmen to have a well-defined, well-organized system in place for tracking sales leads as they move through the sales pipeline.

The more a sales rep knows about his leads, the easier it is to offer the right services from him. For this, each leads needs to have an updated information thus helping the sales rep to efficiently work on. To keep track of these information, many companies make use of CRM or Sales Lead Tracking Software which offers helpful features for managing large number of leads.

Sales Lead Tracking Software solution is something way better than that spreadsheets you are using. Some of the advantages that is offers are:

  • Automatically generating leads into the software system through various means like SMS, Website or email
  • Easily update the details of the leads into the system
  • Allocate the sales leads to various executives
  • Generate reports to know the lead status
  • Assess the reports for business decision making
  • Provide better responses to leads instantly

MapleCRM provides Sales Lead Tracking that eases your business process and increases profits. Maple focuses on the timeline for lead and helps in speeding up the lead process. Our simple Sales Tracking tool helps your entire sales team to get organized and close more sales. The solution offers capabilities that automate, streamline and synchronises all your sales activities thus providing consistently effective sales results.

Contact us to subscribe for a Sales Lead Tracking Software Solution.

 

New feature – Quotation Management

Quotations are an important part of the business functions which helps the prospective buyer to know what is the cost involved for the products and services that the company is offering. The quotations also include information like payment terms, price per item etc, quotation validity, etc.

It is a common practice for many companies  the provide the potential customer with a quote (can be referred as estimate) of how much the products would cost.

For sometime, we had been getting requirements for having quotation feature in our sales & marketing module. We understand that quotation management is an important feature that could benefit many companies in generating instant quotes and sending it to customer without really having it done from different people of the department. We have this solution newly added a week ago with functions that would be easy to use can generate quotations very quickly.

So you can –
• Generate quotations based on the products and services that you offer.
• Use product Catalogue and Services Catalogue feature that helps in adding all the products and services list along with its unit price.
• Provision for entering tax or discount while preparing quotes.
• Store the generated quotations to its specific clients in the CRM system automatically.

The solution not only helps in generating quotations but also helps in storing these quotations to its specific clients in the CRM system. Here is snapshot of the quotation preparing page. Also, have a look at generated quotation in pdf format.

For more details regarding the quotation feature, kindly write to us at info@maplecrm.com