Maple CRM for Immigration consultants

Reports and Formats for better data analysis

Posted on by Philip George

When top notch strategies, knowledge and personnel is poured in to a business, it ought to be hitting the target. But how are we to measure it?

Data analysis holds a pivotal role in progress of a business. Proper analysis is ensured only with meticulously formatted reports and charts. Any software, for example – a CRM software must be capable of giving a formatted output which will provide detailed insights on the performance of the team, of the product and of the strategy.

Some major factors which a report should comprise:

  1. Flexibility to customize
  2. Category wise, period wise data formatting
  3. Cumulative and differentiative sum display
  4. User access and control
  5. Automation

Let’s deep dive –

Flexibility to customize

Variation in businesses and it’s performance measurability is wide beyond limit. Even though 2 businesses are exactly the same, there will be atleast a couple of parameters which differ in terms of analysis of the performance.

To get an insight on Sales done, Profit / Loss, customers acquired, category of products / services, etc. , reports must be flexible enough to allow the user to customize it as needed. What should be the format of data to be seen, the content in it, grouping, naming, etc. every datafield should be custom configurable. If a CRM software is being used, it should be ensured that custom report generation caters to the requirement.

Category wise, period wise data formatting

A report doesn’t mean ling, unending lists of data in form of a single table flowing till the world’s end.

There must be proper categorization- based on :

  • Source of Sales
  • Executives in charge
  • Category of product / Service
  • Time Period

This will help get a clear, simplified picture of the data under analysis. Simple representation is the best to comprehend when it comes to reports.

Cumulative and differentiative sum display

What does ‘report analysis and data insight’ term ultimately aim towards? Monetary gains – isn’t it right?

It’s unwittingly obvious that a report must display cumulative sum of the financial flow. And not stop only at this, it should also be able to show the ratios, proportions, fractions and differences as and when applicable.

Numerous report types demand data display in terms of percentages, sums, fractions, etc. Easily reports must be generated with these conditions.

It’s always recommended to use a for the purpose, since data can be pulled from the system with Sales, invoices and payments ready at disposal.

User access and Control

Now, wouldn’t it be useful if reports to be seen by the management are isolated from the common pool of reports which can be seen by all the team members? After all, data viewing and analytics is not recommended and not useful to each and every cog in the machine.

Generation of Administration level reports should not be open to everyone and only the concerned authority must be able to access them.
There must be a proper classification as to whom the report should be available, who can create, edit and who can only view it.

Even report downloading should be leashed. In the interest of data protection, it’s not recommended to give download permissions to every member of the team to have an access to entire data.

Automation

Reports must be automatically triggered at the set time. Daily, weekly, fortnightly, monthly, etc.- all should be made available automatically once set.

Also, reports must land in the concerned authorities’ mail inbox regularly. Only then is it said to be a properly configured and ‘Automated’ system. This automation will eliminate all the errors of manual report generation and can work by itself.

When we give so much effort and importance to improve the business, same importance has to be given to report generation too. Gaining clarity in data and insight on future prospects becomes a much easier task when you use a CRM software for Sales and Process management purpose.

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.

Process / Operations Management with CRM for Immigration Consultants

Posted on 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.

Immigration CRM

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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