Article specially for Immigration Process Consultants.
Maple CRM is one among the top CRM software providers, trusted by businesses globally and catering to requirements of various niches.
In a business with high lead throughput, several number of executives simultaneously handling scores of tasks and multiple processes ongoing, more than being difficult, it’s counter-productive for any organization to keep a tab on everything. This results in lead leaks and process mismanagement.
CRM plays a vital role for organizing, workflow automation and dedicating user access as per roles to the executives.
Maple CRM is voted the No.1 choice by customers in ease of use and flexibility.
Let’s have a look at 5 major ways in which Maple CRM enhances the process management:
- Organization of data
Get the leads organized by segregating into categories, prioritizing with the help of lead scoring and provision of re-assigning to designated executives.
Not only leads, the notes which are added related to any lead can be categorized as well on the basis of their subject.
2. Workflow Automation
Business workflow can be customized, mandatory steps can be set and notifications for all can be configured so that everything goes on smoothly and important steps and updates are never missed.
3. User Access Control
Provide users (executives) access to only the features which are related to them. Task demarcation based on the user type is supported in Maple CRM and admin of the system has the right to set it. This way, it can be ensured that no data leaks can happen inter-organization and every individual flawlessly glides through their own tasks.
All the documents collected from the leads and the applicants can be categorized and listed as per names under that particular lead. Generating custom documents too, is supported in Maple CRM.
5. Usability and Ergonomics
Maple CRM is designed considering 2 major factors:
- Ease of use even for a non-tech savvy person
- Usage every day, every instant
This implies that all the tasks, lead management options, priority list access, escalations, etc. are so easily accessible that it become impossible for an update to be missed!
This is what makes Maple CRM the highest rated software in the niche and our support team enjoys 5 star reviews from all the customers!
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