crm

CRM for Sales and Operations Management for Immigration Consultants

Posted on by Philip George

Best Immigration CRM in UAE

CRM for Immigration, Immigration software, sales management, lead management, Immigration CRM,
Maple CRM: Specially built for Immigration Consultants for lead and process management

The immigrant population growing by leaps and bounds over years makes Immigration Consulting Companies one of the highest searched and consulted organizations. Exploding magnitude of inquiries pouring in and the umpteen applications processing every single day makes it a herculean task to manually manage the entire process- leave alone effectively and without any leakages. Click here to check how Maple CRM helps.

CRM software is a must for any business, more weightage onto Immigration Consultants . It solves all the purposes: Manages the Sales part, operations part, finance part and also supports document generation- automatically!

Why not take a quick look how a CRM can be a companion for Immigration Consultants:

1. Lead Management

  • Auto Capture leads from online lead generation platforms- like FB, Insta, Google, Website, Landing pages, etc.
  • Prioritize high quality leads
  • Group the inquiries and assign to individuals automatically
  • Generate Sales reports

2. Process Management

  • Multi country process configuration
  • Task mapping to users and teams
  • Time-line management and escalations
  • Client portal – for Updates and Notifications

document agreement contract

3. Documentation

  • Generate Custom Documents
  • Pre-configure Templates
  • Send Documents to Clients
  • Check-list of mandatory documents

CRM invoice, payments. Immigration CRM, Manage payments. Online payments

4. Payments

  • Generate Invoices and mail to clients
  • Online viewing of payment status
  • Generate receipts
  • Manage Part payments and installments

Maple CRM : 12+ years of enhancing immigration process management, making it simpler and error free with specialised software for Immigration Consultants.

Schedule a live demo TODAY! Get a glimpse of Maple CRM with our expert.

Click Here to quickly connect with our executive!

info@maplecrm.com | www.maplecrm.com | www.maplecrm.ae

Call / WhatsApp: +91 8618646767

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!

Scope of CRM : How does it actually benefit your business?

Posted on by Philip George

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:

  1. 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.

4. Documentation

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!

Schedule a live demo TODAY! Get a glimpse of Maple CRM with our expert.

Click Here to quickly connect with our executive!

info@maplecrm.com | www.maplecrm.com | www.maplecrm.ae

Call / WhatsApp: +91 8618646767

How does a CRM boost the productivity of a business?

Posted on by Philip George

CRM is Customer Relationship Management software. As the name suggests, this software is meant to MANAGE, or in better words, improve and maintain the relationship between you and your customers.

Shhot the bull’s eye with these 3 great functionalities with a CRM software:

  1. Data organized = No Customers missed!

CRM enables a proper and aligned data in a easily retrievable format along with time stamp. This makes the user get access to the customer data at any point of time and present it with all the details as required. This data may include the discussions happened in the past, purchase history, business given by the customer (to decide the priority) and a host of other factors.

All the details, alongwith documents, generated quotations, invoices, reports, etc. can be quickly accessed with CRM.

2. Follow ups and Reminders- It’s a small thing but works big miracles!

Major reason of lead leaks is missing of the leads. Huge throughput of leads every day makes it impossible for any individua to manually keep a track of all the follow ups, call logs and details discussed. This results in missing of attending the leads, sending vital  information to the leads and most important- taking follow ups from customers.

Count on CRM for this! Set timely reminders, notes and follow up for each contact forget it! CRM does the rest. It will pop up notifications even in your mobile, so that it’s just impossible to miss even the minutest of any detail.

3. CRM Automation- Make the CRM work the way you want it to!

A CRM must work in such a way that it moulds with your business. Maple CRM has the unique feature of customization to such levels that the whole business structure can be configured and tasks to the users, along with timelines can be defined.

Automations supported enable the users to have system generated mails, notifications and other actions which make everyday processes smoother, more precise and thus error free.

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Maple CRM is rapidly rising to be the best choice among businesses globally due to it’s meticulously designed, user-friendly interface, quick and easily adaptable functionalities, customization in workflow, reports, views, dashboard and multitude of other features.

If you are among any of the below mentioned business types-

  • B2B Product
  • B2B Service
  • B2C Product/Service
  • Immigration Consultancy
  • Overseas Consultancy
  • CA/CS firm

            Contact us right away and take a step forward to the ‘Smart’ way of managing sales and process workflow.

www.maplecrm.com    |    www.maplecrm.ae | info@maplecrm.com

+91 861 864 6767 (Call / Whatsapp)

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Cloud based Help Desk System to make you win at Customer Service

Posted on by maplespeaker

Customer Service being the crucial part of any business gets prioritized over any other departments. The reason to it is because it can differentiate a company to its competitors. Also, not to forget the repeat business which the company expect if provided excellent customer service. In financial terms, it costs at least five times as much to win a new customer as it does to keep a current one.

In this customer driven market, where competition is becoming stiffer day by day and critical deadlines are rife, one cannot think of business growth without exceptional customer service.

To provide an excellent customer service is not an easy task. There are any software solutions in the market that can help you to provide great service and also ease up the work.

Help desk software solutions can not only help to ensure that all issues are dealt with in an efficient and timely manner; it can automate a large part of the process and streamline it.

Help desk software offers to:

  1. Record and track customer queries and requests and also the actions & tasks related to this.
  2. Defined assignment & priority levels can help greatly for resolutions.
  3. Tracking of queries & requests from start to the closure.
  4. Automated workflows to ensure timely escalations to maintain SLA agreements.
  5. Scope to summarize and view the history of tickets and queries for detailed analysis.
  6. Uniform & consistent format of data for better analysis.

These are some of the basic level features of an Help Desk software. A good help desk software improves the overall productivity of the company and also cuts down the operational costs.

Quality customer service can benefit your business in countless ways and by observing the importance of customer service you can take measures to provide your consumers with a positive experience.

For a free session on Customer Management or Customer Support Service, contact me at +91 95389 25641 or email to me at info@maplecrm.com

How to maximize the value of a lead?

Posted on by maplespeaker

Lead Management

Maximize the value of leads

Well, before talking about how we can maximize lets first understand whether we do consider the following in the business process:

  • Have you done a measure on the sales performance?
  • Do you have a tracking mechanism to find out the lead stages?
  • Any analytics on how is the business process going?

If you have most of the answers as NO, then it is more likely that you are managing inefficiently when it comes to your sales process. If YES, then lets have a quick review on whether or not you are able to produce better results.

Often business owners don’t or do not know how to track leads effectively. May be it is easy to know how many leads are coming in but may not be easy to find out what is happening with the lead and where it stands today. So here are few ideas on tracking on the lead status.

Tap the source of each lead:
It is important to identify from where you are getting the leads. This vital information can be used to derive the effective source from where most of the leads come through. The analytics can further help you to make decisions whether or not to invest on some of the sourcing methods.

Analyse the stages of leads:
With many of your executives actively working on various leads simultaneously, it is more than a necessity for the manager to keep a note of where each of the leads stand today. Your sales staff must ensure to mark the lead stage as and when it is pushed forward in the sales process so that the manager can easily pull out stage wise reports on every lead.

Segmenting your lists:
Identifying the leads at the right time makes a lot of difference for your sales staff or the manager. This is why segmentation is very important for lead nurturing process. Segmentation can be done using various ways of classification which can be defined based on your business process.

Get an instant response system:
A lead is hot when it is contacted on time. Make sure that your lead is contacted back immediately as soon as it arrives. To accomplish this, you need to have a system in place which notifies you on whom to call when.

There are few programs called CRM systems (Customer Relationship Management solutions) that can be used to track and follow up on the leads. A CRM system can definitely make a difference in business tracking and decision making.

Would you like to try out a CRM first? Sign up here now!

Startups, here’s how you can start Organizing!

Posted on by maplespeaker

Do not assume it as too early to concentrate on managing when you have sales to do, build team & keep customers happy. The key to managing your business functions starts from the base where you have just started.

With our own startup experience, we have realized that we need to have a system in place which can not only works great for sales & managing contacts but also for solving many other problems that startups face.

It’s time to switch from spreadsheets or traditional desktop based systems into much more reliable & profitable solutions. To find the right strategy, to define the right process for your business and to make your life easier, why not find a tool that can fit your business without much hassle which can be simple yet cost effective and can do most of your work?

Many solutions and many alternatives when you start planning on how you can get your business into a better shape. Have you considered CRM anytime?

You need a CRM when

  • you are running a business
  • you have sales process to organize and track
  • you would like to maintain healthy relationship with your customers & prospects
  • you would like to monitor your business performance

While there are many CRMs in the market, here are few helpful tips that you can look for in a CRM.

  • Effortless implementation that can be ready to use within minutes
  • User friendly interface that can enable easy & quick follow up
  • Ease of use and flexible solution that can be customized as per your business process
  • Integration facilities that can streamline your business functions

CRM is not simply a software or a tool, it is a strategy that can do wonders and help you reach your success.

Reach out to me if you need expert advice on implementing CRM solution for your business. Call me on + 91 95389 25641 or simply write to me at info@maplecrm.com

Cloud Computing and its impact on Small Business

Posted on by maplespeaker

The most important advantage of the cloud computing is the cost. With the cloud technology, there is no initial investment for infrastructure. Additionally, you no need to pay for the maintenance cost, cost of infrastructure, software up-grade, in-house IT professionals or license issues.

Cloud computing service provider offers the cloud infrastructure in different package. You can choose the package based on your business requirements. Cloud computing offers the universal access of the data, application and other resources. These services are available anytime and anywhere there is internet. Further, you no need to worry about the settings and the customization. You can directly login to your CRM host and start accessing the data and resources stored on the cloud server.

We at Maple CRM offers the services and resources based on the users demand.User friendly interfaces is our primary focus and our systems are simple yet visual and highly intuitive.

You can You can read more about Maple CRM and test our software by using Our Free Trial or you can mail us at info@maplecrm.com

Is your data secure in Cloud CRM?

Posted on by maplespeaker

When considering a cloud CRM solution—or a move to the cloud in general—many companies still have a concern over security. This is understandable, as exposure to the internet always carries some degree of security risk, no matter how small.With data in a different location, what will that mean for sales reps, prospects and clients accessing it? What impact will it have on your web traffic?

To assuage any such concern, you only have to realize that the location of your data is totally behind the scenes. Your sales reps—or for that matter your prospects and clients—don’t actually have any consideration about where the data is stored, only that they can quickly access and act upon it, and conduct “business as usual.”

In the case of a small to medium business (SMB), the only effect of cloud CRM on your business performance is going to be a positive one. The speed of access and saving of data, and speed of transactions is likely going to be greatly improved – improving your overall sales process also and in the case of cloud CRM solutions, there will most likely be a marked improvement in sales velocity and a new level of support for your sales force.

So is your data safe in a cloud CRM? The answer is a resounding “yes”—with a lot more positive ramifications besides. It can easily be seen that worries about cloud security are considerably exaggerated.

Today’s cloud CRM solution is, for many businesses that require CRM system that can help in key business areas and have capability to scale-up, bring mobility and be quicker in accepting new client and business data and hence it is far more secure than traditional in-house measures.

A good CRM system is the easiest way to good relations

Posted on by maplespeaker

We know CRM – In short,CRM can be translated into “customer care”. We believe that CRM as a concept can best be described as …

  • creating new customer relationships
  • maintaining existing customer relationships
  • establishing deeper customer relationships

Working with CRM involves both prospects and existing customers and helps to make them feel recognized and important by you. Simply, it is about treating your customers the way you would like to be treated. Easy as a piece of pie? Oh, well. Of course it helps to have a clever CRM system to your help!

Our system will help you, for real:

It is every company’s dream. Yet, it is a rare luxury to have a lot of customers evangelizing for you, your services and your products. Despite all your advanced product development, skilled sales people and your large marketing account, it doesn’t always seem to work. Why is that?

With the help of  Maple CRM you can avoid time-consuming traps and a lot of money spent for nothing. We will help you to make the efforts that – in fact – gives you result instead of blindly investing even more money in marketing or product development.

Expensive and difficult?

Expensive? Definitely no. The whole point of CRM is that it will pay off!

Difficult? Absolutely not. User friendly interfaces is our primary focus and our systems are simple yet visual and highly intuitive. You can read more about MAPLE CRM and test our software by using our free trial or you can mail us atinfo@maplecrm.com

Dispelling The Myths of Cloud CRM Applications

Posted on 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