Process / Operations Management with CRM for Immigration Consultants

Posted on August 7, 2023 by Philip George

How ideally a CRM can be utilised for Management of Multiple countries’ Visa Processes in Immigration Services

Best CRM for Immigration Consultants – Sales and Process Management with Maple CRM

It’s a common understanding that CRM is only a ‘Sales Management Software’ and there are tons of companies who solve this purpose, too. But crux of any Immigration Service Agency is to manage the actual Process , i.e., the Operations team.

As important it is to manage sales, so is to manage the processing, documentation, updates and escalations, too. A great organization is built from great customer as well as easy flowing user experiences.

What role does a CRM play in arduous task of Visa filing management? Let’s have a look:

1.Ensuring Accurate, On-time and Smooth Process filing:

CRM has the ability to support assigning of the tasks involved in each process to the executives, along with configuration of steps involved, timeline for each process, escalations for delays and notifications to concerned authorities

Task Status can be updated and customer statuses can be configured.

2.Document Checklist:

Assigning the tasks to executives makes them independent, but still a check can be kept on them so as to ensure proper status updates. Example: A document checklist can be configured such that the status of the process can be marked completed only if the documents are uploaded in the CRM

This system cannot be bypassed any delay in the process can be well kept a record of and notified to the concerned authorities.

Custom document checklist can be configured for each Process.

3. Updates to Clients and Notifications:

CRM should and must support automatic updates to the clients and notifications on completion of major steps. This helps maintain a transparent business and clients can be assured they get the worth of their money spent.

CRM not only enhances the workflow, but also helps bridge the gap between internal updates in the organization and shortfalls in communicating the sane with the Clients.

Maple CRM is the Best CRM software for Immigration consultants in UAE. Process Management is the strongest feature of Maple CRM, which is of utmost requirement in any Immigration Consultancy or Visa Filing Service Agency.

Check Features of Maple CRM for Immigration consultants here.

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Check Maple CRM Blogs to gain deeper insights on the role of CRM software for Immigration Consultants.

We serve a wide clientele from INDIA, UAE, QATAR, AUSTRALIA, CANADA, UK and many more parts of the world! 600+ clients- excelling process management every day with Maple CRM!

Reviving Old Sales Leads!

Posted on May 23, 2016 by maplespeaker

Every business or the sales team faces this – seeing the dead leads going to waste! We know that list of leads are like gold mines which can bring possible revenues. A significant time spent and there goes a huge lead list which never turned out to be potential or once promised but went on negative at a later stage. Or you yourself had missed it out without realizing.

No matter what, this list goes down with no hope of revival. Before you let it go, why not see how to revive even the coldest of leads.

Don’t forget them

Be in constant touch with the lead whether they buy it or not. Do not let the lead get cold because of no proper follow ups. In defined intervals of time, stay in touch with the prospect by adding value in the form of newsletters or articles that they can find it interesting. Or even inviting to some events or webinars. This way, the lead does not feel that you are contacting them only when they need to renew or make payments. By following up, you stand a chance of standing out.

Conversation matters

Every old lead has to be reviewed once in a while. It’s like everytime you open the old lead, you can probably see if there is a better chance at this moment and it is a worthwhile to give it a shot.

Not all cold leads are worth. If it was not a qualified lead, then do no waste any time there. But if it was a pre-qualified, you should definitely give it a try.

Never Give Up

Getting some reaction is a good sign, whether it is positive or negative. Many a times negatives can be converted into positives by just continuing to pursue them.

It’s important to remember that reconnecting with a client – no matter how you do it – is an opportunity.

So bottom line is that cold prospects are worth pursing and there are many strategies that one can put in place to revive the opportunity that is lying there.

Need some help on how to strategically improve your lead follow ups and sales process? Consult us today! Call + 91 95389 25641 or drop an email to info@maplecrm.com

Dispelling The Myths of Cloud CRM Applications

Posted on July 27, 2015 by maplespeaker

Many issues prevent small businesses from adopting cloud-based customer relationship management (CRM) applications. Let’s take a look at a few of the reasons small businesses do not choose cloud based apps, and dispel these myths.

Security — Many small business owners erroneously believe that cloud-based CRM apps are somehow less secure than CRM housed on their in-house computers.The truth is, the cloud is just as secure, if not more so than your computer. They know they are a target, so they work hard to harden security. Unlike your business computer, which you’re probably not worried about most of the time, someone is working on cloud security 24/7.

Cost — Small business owners are always worried about cost, thankfully this is one myth that can easily be debunked because using a cloud based app for any function, especially CRM is less expensive than purchasing expensive software in-house. Maple CRM cloud based software services offer monthly payments with no upfront costs that you have with purchasing software outright. What’s more is usually there is no contract. You’ll be able to upgrade or downgrade at will.

Technology — Believe it or not the very technology that allows small businesses to use cloud based apps often confounds and confuses small business owners. They’ve bought into the myths, and just keep doing things the way they always have. The truth is, the technology that allows small businesses to use the cloud is simple. If you, as a small business owner use Facebook, Twitter, Online Banking, and other online services — guess what — you’re using the cloud!

Control — Small business owners fear loss of control. They are concerned that their content, customer data, and other information is “out there” in the cloud someplace where they do not have control over it. By monitoring password usage, and deleting old employees out of the system, and paying your fees every month there should not be an issue with control over your data. You still own the data, with regular backups, and monitoring, your data will always remain yours.

With the wrong reasons out of the way, there’s nothing stopping you from getting started with CRM Application for your business and doing a fabulous job of it.

And while you’re at it, come take a test ride with Maple CRM, that’s designed to help businesses do just that.

SIGN UP FOR FREE TRIAL TODAY!!!

http://maplecrm.com/free-crm-trial-india/?src=em&id=150702

Call: +91 95389 25641 OR Email: info@maplecrm.com

Making the process simpler – The CRM perspective

Posted on July 24, 2015 by maplespeaker

Before Dropbox, LinkedIn, Hootsuite, Hubspot, Tumblr and the many social business tools to connect, share and collaborate across the business functions, people were concerned with a more basic question: how do I access my files on another machine?

If you were in sales operations, it was how to keep a customer proposal somewhere that had more than the 20MB of storage on your desktop computer; maintaining forecasting numbers on a VisiCalc (Visible Calculator) spreadsheet on a non-graphical user interface; and if you were lucky, email to your peers, employees or managers to ask, beg and plead for customer information across the company.

Sharing was still a strange idea. Most of the network access was more to have access to large storage space, which was typically broken up and distributed across employees as separate areas. There wasn’t really as much actual sharing in file sharing, between people at the time.

So what if at that time, there was a single application that could, as a team, manage customer records, manage calendars, track sales interactions, and even be used to track and forecast sales, and generally become a common sales and marketing automation system?

There was once a time when only the contact managers are what empowered and enchanted the line-level business people. It enabled them to build relationships and work as a team through those relationships. But management was fearful. They were fearful that salespeople would walk out the door with the contacts. They were fearful that the salesperson wouldn’t do what they were supposed to do. They didn’t trust them. And they wanted a pipeline forecast [so] they can figure out future growth. And thus the CRM was invented…

That was … the Golden Era of engagement and relationship management, workgroup/contact management, (and sales force automation). CRM evolved from that. In many respects, CRM took over the line management and they forgot the sales guys. And now the era of Cloud CRM starts which gives the power of engagement, customer relationships, sales automation, and collaboration, tying together content calendar and communication into one cohesive platform and integrating sales, marketing and support, thus making itself a wholesome package for any organisation to be more productive in the long run with systematic steps, minimizing the total efforts.

Coming out of the traditional approach

Posted on July 22, 2015 by maplespeaker

So let’s start off with a few questions. How does your organisation keep track of its leads, prospects, clients or constituents? You may have your sales leads tracked through a Microsoft Excel spreadsheet or even better, through Google spreadsheet and maybe your customers’ documents are trapped in a file cabinet. But what would happen if you begin to assemble all those contacts in one place? How would that change the way your organization connects with people?

A CRM (customer relationship management) software is the answer to all. It can help everyone who interacts with those contacts work together to maximize the impact of each of those relationships.

CRM refers to a wide range of traditional and online software solutions that help an organization keep track of its constituents. CRM programs keep a record of the organization’s contact with a constituent and can remind employees to follow up with that person at the appropriate time.

Depending on the size and structure of the organization, a different staff member might manage each of those relationships, but what if all the employees are looking at the same record when one particular member interacts with that person? By keeping all of this information in a single CRM database, everyone who interacts with that contact can see the big picture of the organization’s relationship with her.

Now-a-days, there’s this buzz going on around regarding Cloud Computing. So, if put simply, cloud CRM refers to any CRM system that one access over the Internet rather than hosting it on his own computer. The software itself runs on computers in datacenters owned or rented by the CRM providers.

Unlike most traditional CRMs – whose costs might include both a site license and licenses for individual users or devices, in addition to hardware costs – most cloud CRM systems offer a per-user pricing model. This makes it easier, and likely less expensive, to change the number of users who can access the database as per the changes in needs.

Similarly, depending on how an organization is structured and who needs access to the CRM, one may find keeping the CRM in the cloud to be less of a hassle. If the people who need to access the database, and not all of them work in the same office, or if employees need to be able to access the database from the field, then connecting remotely to an office server can be an annoyance. If an organisation has multiple branches throughout a city, then cloud CRM can be a way to collate all of the branches’ shared relationships in one place, thus making it a boon in disguise in maximising productivity and minimising the efforts of the employees.

How cloud CRM will help small businesses succeed

Posted on July 21, 2015 by maplespeaker

For a long time in the business industry small businesses have missed out on the opportunities that are available to the bigger companies due to a much smaller budget.

Feeling undervalued and sometimes discriminated against, as a small business it can be hard to prove your worth when there’s very little out there to help give you a boost.

For any business, Customers are the bread and butter of all that they do, and all that they strive to achieve, so creating a platform in which any business can utilise the system to stay connected with their customers is a push in the right direction, not only to help build relationships but also to better them.

Managing potential leads and retaining new customers is a difficult task enough when you’re business isn’t equipped to cope with such intense demands, but streamlining these needs into one complete package can bring much success to the way your business moves forward.

Any financial costs take a lot of consideration especially when it comes down to marketing budgets, but small businesses can now tap into the benefits of CRM-Increase productivity,Complete mobility,Increase security,Streamline marketing,Flexible growth,

Just when you thought that as small business you’d have to struggle on your own,Cloud CRM brings you the flexibility and management that’s so desperately needed in the early stages of business.

In essence CRM focuses on the customer relationship, and the best relationships will help you to succeed no matter your size.

Enhance your Lead Generation process

Posted on January 18, 2014 by maplespeaker

Lead Generation being the most important start of the Sales Process for any Business life cycle, can be effectively organized and tracked and thus help the marketers or sales team to increase the sales profits.

The marketing process has changed and evolved in different ways. There was a time when you had to find the customers, do mass advertising, finding different ways to reach the buyers, etc. But now, the process has changed. Marketers must now focus on being found, target the right set of customers and build continuous relationships.

Thanks to internet that buyers can now search what they want to buy within seconds. There are millions of people over there on the internet who are offering thousands of products and services. The competency is high and everyone offers best of best products and services.

There are different marketing strategies and numerous ways for you to pull your business to the top and make it visible. And then when you have buyers reaching out to you, understanding your business, evaluating your products, how effectively are you able to keep a track & work with these enquiries?

Are you still juggling with all the customer data stored in your software and just using this data to see the customer contact details?
Do you have a process in place to ensure your Website enquiries are receiving immediate follow-up? Well, why not explore what other options you can have and improve the way your business can perform?

Lets figure out what all options you can include:
1. Convert your website enquiries into leads and assign them to the right executive to work on these.
2. Identify and analyse what is the interest of the buyer and categorize them so that you can target them accordingly.
3. Include SMS integration facility where your buyers can show interest to your product by just sending an SMS. You can promote the SMS option through various advertisements, your website or on social media.
4. Use of status pipeline charts to analyse the current status of your leads.
5. Automate many of your business functions so that your sales team can concentrate on what they are best at – selling.

These are just the few out of many more possibilities. There are so many such options that can ease your sales & marketing process and help your business to improve sales & profits.

If you are interested to learn more on Lead Generation & Sales Automation solution that can fit your business, then drop in an email to info@maplecrm.com or request for a Demo.

CRM to boost you Sales Productivity

Posted on December 13, 2013 by maplespeaker

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

Smarter way to manage Sales Leads

Posted on March 13, 2013 by maplespeaker

Are you having trouble in keeping track of your leads? Are you able to make best use of the leads? Are you sure that your executives are following up with leads regularly?

Maple CRM ensures to have an organized and simple lead management system that not only lets you track your leads but also enables an efficient system for making the sales process easier and fruitful.

With Maple CRM, all your lead information is available anytime when required so that you can tap the prospect as needed. Maple CRM with Zipdial Integration provides an easy way to get leads instantly. Read more about Zipdial Integration.

Your Zipdial leads are created in Maple automatically within seconds. You can set automated rules to forward the leads to sales people based on customer location or phone number (existing leads/customers)

Your sales executive gets a reminder when Zipdial lead is created. Thus, enabling your executives to get a reminder to follow up back at the earliest.

Maple enables you to work on your prospects faster and more professionally than your competitors.

Maple also supports Website Integration and SMS integration. Read more about the various integration options from the Maple website .

The CRM solution enables you to keep a complete track of all the leads. It offers features that can help in adding schedules & reminders under various tasks and activities. You can easily monitor the unattended leads, converted leads and much more on a day to day basis, or monthly as per your need.

There are much more features.. contact us or visit our website to know more.

CRM software for Immigration & Overseas Education

sales management

Process / Operations Management with CRM for Immigration Consultants

Reviving Old Sales Leads!

Making the process simpler – The CRM perspective

Coming out of the traditional approach

How cloud CRM will help small businesses succeed

For a long time in the business industry small businesses have missed out on the opportunities that are available to the bigger companies due to a much smaller budget.

Enhance your Lead Generation process

CRM to boost you Sales Productivity

Increase Sales productivity

Stronger Customer Interactions

Easy access to customer details

Bring efficiency

Analyze your Sales and growth

Smarter way to manage Sales Leads

CRM software for Immigration & Overseas Education

Know What You Need– Before beginning the quest to find the perfect system, have the following information ready.

For a long time in the business industry small businesses have missed out on the opportunities that are available to the bigger companies due to a much smaller budget.

Increase Sales productivity

Stronger Customer Interactions

Easy access to customer details

Bring efficiency

Analyze your Sales and growth