lead management software

Documents management and generation with CRM software

Posted on by Philip George

Maple CRM- Specialized software for Immigration Consultants to manage Sale and Operations.

With the humongous amount of candidates applying for Immigration and re-location services worldwide, the need for maintaining documents is spiralling up. It poses to be a critical parameter to gauge the authenticity and reliability of an Immigratioin Consultancy business.

Immigration Consultants can be assured of the best solution for Document management, security and storage with a software which is designed for the specific purpose.

Maple CRM – software specialized for Immigration consultants for management of Client data, documents, history and Visa Application details.

How does a CRM software facilitate Document management?

Secured Storage

  • Uploading documents of the clients and storing under their file name
  • Easy searching and quick display of uploaded documents
  • Record of who uploaded the document, time stamp and size details
  • Access control to ensure unauthorized access to documents

Document Generation

  • Documents can be generated, formatted and themed as per company norms.
  • As per requirements, various templates can be configured and used as ready made references while creating documents.
  • Templates can be further made accurate with macros enabled fields, like Client’s name, Email ID, Contact number, Service opted, etc.
  • These macros can be picked up automatically by the document generator and placed in the specified fields in the document.
  • Access control for document generation and editing can be defined and ensured authorized access only.
  • Custom documents, agreements, contracts, etc. can be generated withing just a few seconds with a document generator.

Check how Maple CRM enables quick and flawless document generation. Schedule for an online Demo as per your convenient time!

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Document checklist

  • A checklist of all the documents as per the requirement can be configured and kept as a reference in handy every time an executive uploads the client docs.
  • Documents mandatory for the service can be marked in the software so as to eliminate any possibility of a miss.
  • If in case any documents are missing, the system pops up error/warning messages, notifying the executive.
  • Updates of the documents can be accessed by the concerned authorities, who can check and authenticate.

Document archiving and retrieval

  • It’s of utmost importance that the documents are secured, stored and archived as required even though the client is no longer associated with the company.
  • Archiving of of non-active documents can be done in a CRM software.
  • Secured and controlled access to storage ensures protection of documents, no matter how long they’re stored in the software.
  • Quick search of documents based on keywords, users, client names and types can be used for retrieval.

A CRM software proves to be of great assistance for any business, especially for Immigration consultants, where the upheaval of documents is frequent and in big quantities.

Documents of are critical importance, need stringent privacy checks and security. Gone are the days when documents were stored in files and locked in mounting storages with interconnected locks. In this supersonic speedy world, there’s no doubt that right from creating a document to archiving them- all should be gone through a proper workflow, marked with details authenticating the entries, securely stored and access controlled all the time.

CRM software for Immigration Consultants: Maple CRM

Posted on by Philip George

Prime Features which play a key role in every day tasks and enhance the productivity

Maple CRM, Immigration CRM, Lead Management, Canada Immigration, UK visa, US visa, Canada visa, visa application, PR. Work permit, Immigration software, process management software

CRM software is the basis of a stable and a well-organized system. Especially for Immigration Consultants owing to huge amount of data processing every single day.

It’s a great practice to have the CRM software incepted right from the beginning of an organization, as the old saying goes- well begun is half done! A structured way of lead management, workflow configuration and process management ensures a scalable and an error free system.

Why does CRM play such an important role?

  1. Automation of repetitive tasks
  • Why spend time and effort manually when there’s an automatic system for it? Lead Capturing, Assigning, Notifications, Reminders, Automatic Mails and Notifications to Clients- All can be set for the CRM to perform as per pre-defined schedules.
  • Pre-configured mail and WhatsApp message templates are a real time saver when it comes to sending same mail content to multiple receivers every day

2. Automatic Agreement / Document generator

  • Pre-configured templates of documents, with provision of auto pick up of Client Name, Contact Number, Email ID, Address and any other required variable field enable generation of documents / agreements within a couple of seconds
  • These documents can be stored and transferred to concerned authorities internally through the CRM

3. Invoice and Payment Management

  • Multiple profiles of Invoice can be configured in the system and the content in it can be placed as required.
  • Multi-Currency setting option, Flexibility in discounts applicable, pre-feeding of services provided, all are supported in Maple CRM
  • Payment management- in terms of installments provided, discounts for each installment wherever applicable, notifications to account manager as well as client for payment reminding ensure no payments are missed.

4. Marketing Forecast

  • Real-time updated, customizable dashboards and custom reports, CRM gives a clear picture of which are the high performing lead sources
  • Which marketing strategy has driven chunks of leads to your organization and brought business.
  • This can enable forecasting on investing more on the high performing sources and take necessary action for the low performing one.
  • Forecasting can also be done on the basis of quality of leads brought in by various sources, conversion rate and client retention rate.

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

Optimize and Measure your Lead Source

Posted on by maplespeaker

Can you quantify how many leads your business receives from each marketing channel? More importantly, do you know which channels bring your most qualified prospects? As a business owner, it is vital that you are able to measure your lead source time to time to make strategic decisions and make profitable business.

Lead source is a critical piece of data you need in order to assess the value of your marketing campaigns and to take it forward with you lead management.

Maple CRM Solution

If you are using any Marketing or Sales tool to manage your lead process, you would have noticed the lead source or account source as one of the field to capture. By putting in place the best practices, you will be sure you can measure the value of your sales process efforts.

Define lead sources

Tracking lead sources can get confusing when leads encounter multiple touch points at a later stage. Ensure to have the lead sources defined which can be allocated whenever a new lead flows in. Most common applicable sources could be social media, advertisements, website, phone call, etc which can be followed with multiple others sources applicable to your business.

Avoid cluttering of lead source

During the initial stages you might have identified a set of lead sources and over a period of time that may keep growing. However, try to keep the number of lead sources to a minimum when customizing. Many tools provide charts and graphs based on sources which can be very informative with a good set of valuable sources.

Keep the lead source constant

Lead source should never change. The lead source is to identify where the lead is oginating from and that must not be changed once captured.

Analyze lead source

The value of a lead from each source varies from company to company. As important is the defining of your lead sources is, accurately tracking them is just as vital. If you are using Sales Management software or any Marketing Automation tool, you will be able to keep a good tracking process in place with different levels of metrics. Many tools offer various types of charts and reporting to have an indepth annalysis on the lead sourcing which you can make use of.

Accurately tracking lead sources is certainly a major value proposition for most of the businesses. Doing this step correctly is crucial to maximize your sales profits.

 

Enhance your Lead Generation process

Posted on 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.

Transforming Sales Productivity using CRM

Posted on by maplespeaker

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.

Smarter way to manage Sales Leads

Posted on 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.

 

Lead Management System with powerful integrations

Posted on by maplespeaker

Lead Management system is all about getting enquiries from various sources, contacting the leads, nurturing the leads to convert them into business. The process starts from one point of the sales funnel and reaches the end of the funnel as qualified or disqualified lead. The entire process needs to be tracked and analysed to improve for future enquiries.

Lead Management System lets in moving your enquiry through the Sales funnel passing from Leads, Opportunities, Prospects, Accounts and finally being Customers. The process comprises managing activities and schedules under the different phases of Sales funnel. Adding documents, remarks, interaction details & other information are all the part of process in managing leads and the system helps in maintaining these information as per the business need.

Online Lead Management System has offered much benefits to various businesses. With Maple’s integrated options, your lead management system can do a lot more.

Maple offers Web Interface and SMS Integrations, that can simplify your lead capturing process and eases the operation model. Your enquiries coming from website or any webpage easily lands up in your system and also allocates it to one of your executives. Customers who are interested in your product can simply send an SMS and that would reach the system assigning it to one of the staff.

The integration can be configured in such a way that depending on the location, pincode or any other information it can be assigned to the particular department, branch or executive. It works in a fairly simple way.

With such wide variety of capabilities, Maple CRM helps in letting your business achieve its goal from one centralized location. The above integration feature is just one part of the Maple CRM system. To discover much more features and its benefits for your business, do contact us.