How using a CRM software and creating a proper workflow empowers the system

There’s 1 thing common in wishlist of each business owner- Make the team run by itself, so that they could shift their efforts into business upscaling. Resonate with this?

It’s not only a wish, but need of every business, every organization to have a self organized and self managed team. No team can ever prosper in the pressure of a hovering manager who constantly notes and judges.

A good team is said to be when-

• Team members responsibly undertake and execute tasks
• Reporting managers get regular and clear reports
• Business grows together with the team
• Every team works in tandem
• Clear communication

While it can be tardy and tedious to manage a team, their tasks and updates manually, it may also result into errors and misses in data. The best solution for handling this is- to use a CRM system which allows custom workflow defining and automation. A CRM system can have the potential of driving the entire team, channelising into proper workflows and updating in real time.

There’s a simple 5-step guide to build a self-dependent sales team with CRM as the plinth:

1. Definition 📝

Defining a workflow is an art in itself!
It’s like breaking down a mammoth plan into tiny, measurable bits and collectively driven by a massive spur.

It’s easier done than imagined!

• Make a list of the exact steps and tasks each team is supposed to handle.
• Tag the executives related to each task
• Create milestones
• Set expectations- in the form of time and deliverables
• Overall the system should define the process from point A to point Z, covering the entire workflow.

All these definitions can be done in a CRM system with customizable configurations. Tasks and related team can be set, TAT and deliverables can be defined and status of the progress can be charted for easy reference.

2. Tag and TAT  📍⌛️

This is similar to what we touched base in the earlier point.
Tag the team members and define the TAT.
Now this is a crucial configuration, which can be accurately done and handled with a CRM.

• Each task defined can be tagged to team members
• Team members will get notifications when the workflow moves forward and their task comes up to be taken ahead.
• Chronological order of tasks can be defined.
• Mandatory tasks, parallel tasks and priority tasks can be defined

Team members can update the status of their own task as they go ahead. These updates can be viewed / notified by the respective managers through their own CRM login.

3. Escalations ☝️

To err is human. And to escalate is CRM !

CRM can be configured in a way that every escalation automatically and instantly is notified to the concerned authority, Escalations can be in the form of:

• Non-attendance of inquiries
• Task delays
• No change in status for quite a long time
• No response from executive when clients call

A system which has the capacity for configuration of types of escalations and the action to be triggered helps maintain the workflow and TATs.

4. Actions 🙅🏻

CRM system has the power and flexibility of enabling automatic actions as configured. Actions can be triggered upon various conditions. Example:

• Action: Automatic email send. Trigger: When new lead is added / lead status changes
• Action: Notification to manager. Trigger: Escalations
• Action: Automatic update of lead priority Trigger: Change of status as lead progresses

These are just some of very few examples. In practical sense, each and every business on the face of this earth can have their own way of setting actions and triggers.

CRM system must able to cater to these requirements. When appropriate configuration is done, it becomes a lot easier to manage the processes as compared to the manual way.

4. Analytics 📊

Now here’s where the weighing happens!

Performance analysis is as important as sales analysis. And so is having a configurable reports and analysis. Analytics provide a clear picture of how the team and concomitant sales are progressing. Analytics help

• Getting a clear chart of target vs achievement comparison
• Knowing exact points where there’s a need for improvisation
• Knowing exact points which lead to better results
• Representing the team’s performance
• Individual / team wise data report

A CRM software should be flexible enough to fit in every possible combination for data viewing and deriving at analytics. Only then will it be of better use and yield productive results.

Curious on how to make all the above points happen??

Maple CRM and it’s flexibility to cater any kind of workflow is just the right solution. Automate and increase team’s productivity upto 5x ! Click here to know more.

Quick connect:

📩 info@maplecrm.com
📞+91 95389 25641

Book a demo: 📆 https://immigration.maplecrm.com/

Automation in workflow will not only result into a better team, but also it’s proportionately party to growth of a business. It’s very, very important to choose a system (CRM software) wisely, as your whole business depends on it!

Integrating multiple platforms with a CRM software enables conventional workflow to be transformed into a dynamic platform empowering sales team like never before.

CRM software forms a stronghold in the working of an organization. Be it sales, service, customer relationship or ticket management, CRM provides a channel through which the workflow progresses.

Just keeping a bare minimum system only for status updates and data management is like living in a house to live in with only four walls and a roof. Fully furnitured, architecturally designed and polished house is required for a better living; so does a CRM software should be augmented with integrations to make it effective and empowering.

What role do integrations play?

• Create a single platform for management of multiple facets which otherwise the user has to jump from one platform to another, spending too much time, effort and energy.
• Ensuring simultaneous updates at the same time on multiple channels, without a single miss.
• Making data management simplified, multiple channels delivering data on one single platform.
• Raising the Power and Capacity of the software multifold by augmenting with integrations
• Efficient handling of multiple tasks with minimum time and maximum accuracy.

Speaking of integrations required for a CRM software, we could look at some of the most common of them all-

Integrations for lead capture – B2C businesses

• 98% of B2C companies rely on Social media platforms for lead generation.
• Facebook, Instagram, Google Ads, etc. some of the most prevalent platforms for the purpose.
• Integration with CRM software enables funnelling of all the leads from all of these sources to one common place.
• It simplifies lead management, lead allocation and analytics.
• If all the leads are at one place and segregated based on the source, we can easily pull out reports and know which source works the best for our purpose.
• It avoids leads slippage. Since all the inputs are visible on one single page, there’s hardly a chance of missing out. If we have to shift our screens multiple times between various platforms, there are chances we may miss out on some data which-who knows, could’ve been a prospective one!

Integrations for lead capture- B2B businesses

• Most of the B2B businesses pin their hopes on B2B Lead generation websites, example: IndiaMart, TradeIndia, etc.
• Some of the other platforms are- leads coming into inbox, website or landing pages.
• CRM, if integrated with these platforms, proves of better use since no extra logins and effort is needed to fish out the leads from a big pool of data.
• A CRM software can have its own filters to deem the level of priority level of the leads.
• With multiple products listed on such platforms, leads can be grouped and managed as per the product interested.
• Most of these platforms provide an open API for integration, or have a team to assist the CRM service provider.

Integrations for Calling Solutions

• CRM software majorly is used by the Sales team of any business. This calls for an imperative need for call logging and tracking.
• CRM integration with a calling solution software addresses the concern of assessing call data and quality.
• Calls made by the sales teams can be logged, recorded and reported to the concerned authority.
• Calling solutions allow call recordings to be accessed through the CRM itself so that every single detail regarding a particular customer is available right under one tab.
• Calls can be incoming / outgoing, both can be integrated through a CRM.
• Reports on the calls and related data can be automatically generated and can be accessed by admins of the system.

Data Storage Integrations

• Any CRM software present on the face of the earth always comes with limits on data storage.
• If this is a fact, there’s a way to extend it too! It may be needed that more storage space is required which a CRM alone cannot cater to.
• Integrations with data storage tools proves to be the savior in such cases.
• Google Drive, DropBox, pCloud, Internxt, etc. are some of the platforms which can be looked at for extending the storage limit.
• Security and data privacy of these integrations must be of prime consideration before going ahead to connect with a CRM.
• Most of these integrations come with high security and reliability, since these are global platforms and used on a world wide scale.

It’s always on the user- how we wish to use a software, how much we can bring it to our advantage, how much utilization happens of every penny poured into a software- all these factors are party to the effectiveness of a system.

Maple CRM software: Highest rated software for Sales and Process Management.

Maple CRM supports multiple integrations for lead capture, data storage, calling, etc., in addition to custom built solutions. So if you’re in a situation that you need an integration which is not in the ‘standard’ list, do not hesitate to ask us. We may be able to work out the most viable solution exclusively for you!

Let’s connect- https://immigration.maplecrm.com/

Quick call / WhatsApp: +91 95389 25641 info@maplecrm.com www.maplecrm.com

Success of a business lies in success of the customers. The value we give to our customers, the pain points we solve and taking them from Point A to Point B determines how much ahead we’ve come.

Maple CRM is built upon 3 pillars which stand strong in all their essence even today, after 12+ years of being rated highest among CRM providers worldwide-

• Supreme Quality
• Exceptional Customer Service
• Strong and highly ethical team

We at Maple CRM believe in delivering quality over quantity. We do not pride ourselves on the number of our customers, but pride on innumerable positive feedbacks, pat on the backs and kudos from our customers.

We get a sense of satisfaction when we solve customers’ concerns. This imbibes a deep sense of contentment on the work in which we pour our souls into.

Let’s dive into the real sense of how things work at Maple CRM which make us stand out from the crowd-

Understanding the Requirements, Not just ushering into Sales

• When a customer approaches our Sales team, they ‘Understand’ the requirements first.
• It’s made clear at the starting stage itself what the customer needs, do we have the apt solution for that and can the customer gain value with it.
• When these checkboxes are marked, only then the inquiry is taken ahead by the concerned subject matter experts.
• We do not have Sales People, technical subject experts who speak with customers on technical terms, not the frilly sales pitch.
• We believe in authenticity from both sides- ours as well as customers. Both should stick to their word, understand the product well and then go ahead to close the deal

Support and Service after sales

• Herein lies the nucleus of long term relationship with the customers.
• At Maple CRM, the team is dedicated and hard-wired to get the system configured exactly as per customers’ requirements.
• Utmost care is taken to support the customers’ workflow demands, customizations needed.
• We even advise better ways of workflow to the customers wherever applicable.
• It’s only at Maple CRM, where no matter how old or new the customer is, we have a response time of 20 min to the max to respond to their concerns.
• Extremely great post-sales Support and Service is what makes our customers love our system.

Maintaining high ethical values

• Every conversation, every word coming from Maple CRM is brimmed with professional ethics and authenticity.
• We do not believe in icing the issue with frills instead of solving it bang on.
• We maintain a high code of conduct and values in our interactions

This has helped us gain trust and confidence which is growing stronger as we are about to enter the 13th year since inception of Maple CRM.

We’re proud to be the strong team behind the brand.

A standing ovation to all of our patrons who have placed their best interest and trust in our system which is enhancing their everyday business process!

Maple CRM – Sales and Process Management software Immigration | Overseas Education Consultants | Service | sales

www.maplecrm.com

How Lead Prioritization helps make best out of the time and money spent in lead generation.

If you own a business or are in sales and marketing team, you very well understand the importance of leads. Your business may be generating hundreds of leads every day, still each and every lead comes with a price, value and prospect.

In such a demographically, culturally and professionally diverse population, it’s common to get poured in a huge amount of inquiries. But true challenge is in sorting out the good ones and follow them up, spend time and get them into ‘sales converted’ bucket. Most important point here is that no prospective lead should be perdue and no irrelevant lead should eat up the efforts of the sales executive.

It’s a must to have a strategy for filtering the leads and prioritizing them.

It can be done by various methods:

Appropriate Lead Form

This is something like filtering them right at the entry gate! Business specific questions can be mentioned in the inquiry / lead form, especially if it’s displayed in social media ads. Social media is a platform where a huge magnitude of viewers can see the ads and knowingly or unknowingly they may click on it whether or not they’re in need of the product / service. That’s why if the lead form consists of 1-2 specific questions, which can be answered by only those prospects who know about the product, here itself basic filtration can happen.

For example: If you have a business of Office Desk manufacturing, you can include ‘Approx office size in sq.ft.’ or ‘Preferred desk material’ in the lead form.

Apart from this, basic information too should be authenticated for it’s correctness- like if contact number (in India), which needs to be of 10 digits, is having only 8 digits in the lead form, it should not be qualified for assigning to sales executives.

Lead Scoring

CRM software is the best solution for Lead Scoring.

Lead scoring is a simple but effective strategy to prioritize leads. CRM software allows custom setting of rules and score for incoming leads.

Let’s see a case for the same: Consider you are in an Immigration Consultant. You would be receiving great amounts of leads – but for your business, you need leads who are interested in only Student Visa, not work permit visa.
So in the lead form itself you can add the field ‘ Type of Visa Required ‘ . If they select ‘Student Visa’, they get landed in your priority list. If not, you can see them in less priority list.

• Get this sorting done by the CRM automatically. Know more
• Put up your own list and scores
• Set up actions to be performed for prospective leads
• Get notified if high priority leads are kept untouched

Automatic Action Plan Setting

Once the leads are prioritised and put in the respective buckets, an action plan can be set –

• Automatic mail to the leads
• Automatic message to confirm receipt of their inquiry
• Notification to the lead owner to call the lead
• Automatic call to the lead (if progressive calling software is used)
• Action prompts to the lead owner to attend the lead and put up follow ups

These steps will ensure that no lead goes amiss, no lead gets leaked and your contacts get a better experience than most other businesses who don’t have this system in place.

Maple CRM enhances your business to upto 5 folds with it’s most user friendly interface, flexibility in configuration and most prompt customer support.

Running a business? Get Maple CRM, get sorted!

Quick connect: +91 95389 25641 | info@maplecrm.com

www.maplecrm.com

Quick guide on how digitally creating and managing documents saves time and energy in day to day transactions.

Document creation, maintenance and updating is an inseparable part of any business. Gone are the days when manual generation, printing, filing and storing used to consume a major part of the working day.

• Estimates / Quotations
• Contracts
• Agreements
• Invoices
• Receipts

These are some of the most common documents which are mandatory for any business. As important it is to manage these documents, so is the security and access control, since there’s sensitive information

Manual Vs Digital Document Management

Dependency on Experitse:

Manual Document management = dependency on expertise. The person in charge of generating documents must be vigilant enough to ensure all the details are mentioned in every document, the alignment is proper. Plus, ensure no errors and misses.

Digital documentation eliminates the overall need of manual intervention. With pre-defined templates, one doesn’t have to type in any information, nor can edit without permission. This ensures ZERO errors and inclusion of all the terms to be mentioned at any point of time.

Time required for generation + proof-reading:

The long hours needed to type in a document, have the tables aligned and placed perfectly and inclusion of all the details is a time consuming process by itself. You cannot be too sure all the time to just change the names of the clients and print it out, you MUST go through the entire document every time, since any addition / deletion changes the entire text placing.

Proof reading every time is required since this is a manual process and open access to everyone. The amount of time required for this is massive and still leaves room for errors.

Digital documentation doesn’t allow any changes to unauthorized personnel. If any changes done, those are duly recorded so as to easily back track them.

Proof reading not required every time, since the software’s intelligence ensures no placement disruptions.

User access control – Security and Approval

Do you give access to ALL of your employees to ALL the documents? No right? How do you ensure this WITHOUT someone manually patrolling the documents folder?

Impossible in manual document management. Digital / Automated document management allows you to:

• Restrict user access control
• Password protect documents
• Enable document generation without editing permission
• Records of changes made- when, where and by whom
• Approval of Managers for the documents generated
• Share that very instant with customers
• Easy search of past documents

Some of the greatest advantages of digital documentation are:

About 35% reduction in operating costs

About 50% time saving

70-75% Improvement in Document Quality and Precision

Maple CRM is the best software for document generation.

• Generate Documents, Agreements, Contracts with 1 click
• Multiple types of template configuration
• Solid Team Support for template generation
• User Access control
• Manager Approval Provision
• 100% configurable document format

To know more about Maple CRM and its features, visit www.maplecrm.com

To book a demo, Click Here

Quick connect: WhatsApp/ Call: +91 861 864 6767 Email: info@maplecrm.com

How can a software help manage leads efficiently and automate the process

Lead generation, management and conversion are the basic stages of any business, be it a startup or a well established enterprise. Lead is the basic input required for a business to turn its wheels and go ahead.

WHY IS LEAD MANAGEMENT SO IMPORTANT?

Simple answer- You can manage only what you can keep an account of.

Consider you have a constant stream of money coming in from various sources. Good thing to imagine, isn’t it? 🙂 But still you face problems in money management, you don’t know how and where you spent it, or wasted it, or simply you don’t know how much money exists in your account. How can you manage if you are not keeping an account of it?

Leads are the Vitamin ‘M’ your business needs to run. It’s not just a need, it’s imperative to manage leads carefully and effectively.

Using spreadsheets and manual notes are bygones now- time to carve their pics on the walls. Not really the ‘happening’ way of doing business today.

Then how to manage leads effectively? – CRM (Customer Relationship Management Software) is the answer to it. What does a CRM do?

1. Auto capture of Leads

CRM software is equipped with the facility of capturing leads from social media platforms. Generically leads are captured from ads in Facebook, Instagram, Google ads, Websites, etc.

There can also be integration of CRM softwares with specific industry related lead generation software like IndiaMart, TradeIndia, Housing sites, JustDial, etc. These are the platforms most commonly used in India by businesses of all sizes and structures. If a CRM software is strong enough to cater these integrations, look no beyond! That’s the CRM you’re looking for!

2. Allocation of Leads

When you have a handful of leads, how are you going to juggle them all by yourselves? Too many juggling balls and just 2 hands- they’re going to fall off eventually!

Here’s where Lead Allocation plays an important role. The CRM software must be capable enough to support automatic lead allocation.

• Allocation based on Round – Robin method: one by one leads will be distributed equally among the team members.
• Allocation based on Expertise- team members proficient in certain subject matters can be allocated the relevant leads so that right inquiry goes to the right person who can handle it.
• Allocation based on region- Leads from certain areas can be pushed to team handling that particular area. This helps quick connection with the leads- vocal for local!

3. Follow ups

Now that the leads are here, delivered to the respective team members- Time for the sales wave to kick in!

Calling up the prospects, gathering information, finding out the requirements, suggesting the best solutions, confirming visits wherever applicable- all are a part of the sales cycle. These stages should be well coordinated and no sales person should ever be accounted losing any lead just because of ‘no follow ups’!

CRM software provides a dedicated feature for putting up of follow ups, relevant notes / remarks after each conversation and having the pop ups of the reminders on phone. This ensures no lead leaks and we are in touch with the prospects from time to time.

4. Connection with Leads

Building up quick connection with the inbound inquiries is the stepping stone towards business conversion. Quicker response ensures a professional image of your company to the prospects.

CRM software enables automatic first mails / messages to the prospects the instant the lead lands in the system. These mails can also be pre-drafted and stored so that the first connection happens immediately.

Rules can be set in a CRM software as to when a mail should be triggered, if any requirement form is to be sent through mail, it can be sent automatically.

Simply put, a CRM is the only solution for better, quicker and more effective way of lead management. Stop relying on manual methods for keeping a track of everything – let the software handle it for you!

Learn How Maple CRM proves to be best software for lead management.

Book a 1 to 1 demo session TODAY to know more how CRM software works!

Maple CRM is an all-in one software for lead and process management.
Customization of the workflow, dashboards and reports make the software a great analytical tool for insights on the business progress and lead inputs.

Connect with an expert on : +91 95389 25641 to have a quick chat over call / WhatsApp. Or Drop a mail on info@maplecrm.com www.maplecrm.com

Check more info on CRM software in our blogs-

CRM- Customer Relationship Management software is the spine of business workflow management. An organization with CRM in place displays organized structure for management of their leads, processes and collaborative task implementation.

Result being reduction in lead leakages, saving of time in every day tasks, increased customer retention and boost in productivity of the executives

Take a look at how Maple CRM rises above rest to enhance the process management – Maple CRM for Workflow Management

How does it really work? Let’s dive into the functionalities of a CRM software:

1.Manage leads with automation and notifications

Right from auto capture of leads to conversion of leads- entire workflow can be customized and automated in CRM. Follow ups and reminders can be set and the To-Do List is always at handy, ensuring that lead is missed out.

Escalations due to lead no actions on any case can be set so that managers are notified of the same from time to time. You may miss following up, but CRM won’t let it happen!

2.Organize data, Documents and set priorities

Well-organized, categorized and segregated data is the only possible way to manage it effectively. Organize data based on context, user wise or priority wise, CRM is flexible enough to accommodate any such requirement.

Generate Documents (Check the feature here: Documentation in Maple CRM), organized by headings and custom mandatory checks can be implemented. This will ensure that the entire process goes ahead adhering to the rules and regulations of the organization.

3.Multi-platform access

CRM is your companion for everyday working, and a companion should be accessible from anywhere, any platform. CRM software is compatible with desktops, smartphones and number of other devices.

Easy to use when it’s on your fingertips and at ready disposal.

4.Customize, Customize, Customize!

Identification of a professional CRM is on the extent of customization it provides. Afterall, no business is the same. So how can one-size-fits-all can be applicable to CRM?

Ensure that CRM workflow, nomenclature, headings, viewing groups, task mapping, etc are flexible enough so that it can be moulded into your business structure seamlessly.

5.Customer Retention

The major aim ahead in having a better workflow, better management and better system is having a great customer in flow and retention of existing customers.

Get analytics of customer buying patterns, customer size to forecast the up-sales. Customer history insights give a better understanding of market progress and enables devising better sales strategies.

CRM is, without a shred of doubt, the vital tool at the centre of the system, getting all the cogs in tandem.

Utilizing it to the fullest potential ensures smooth functioning of a system and productivity enhancement, resulting into rocket-speed soaring of a business.

Ask for more information on: info@maplecrm.com for more details.

Quick connect: Request a demo

Call/Whatsapp: +91 8618646767