maple crm

Software for Overseas Education Consultants – Management of Sales and Process Workflow

Posted on by Philip George

Maple CRM is a software for Smart management of Sales and Process Workflow, specially designed for Immigration and Overseas Education Consultants.

What’s unique??
   

  • Auto Lead Capture from online lead generation platforms
  • Smart allocation based on Subject Matter Expertise
  • Student Online portal – for document uploading, status monitoring
  • Custom Dashboards, Views, Reports
  • Custom Document Generator– Generate any agreement / contract in just a few clicks!
  • Excellent Support and Service

With meticulous and well structured functionalities, get the workflow defined and configured according to your business, with process automations, mandatory checks and customized configurations.

Maple CRM supports the unique ability to have the software defined the way you work, without having to compromise at any step.

This CRM works for you!

How does it benefit sales?

  • Quick action tabs for addition of leads (also through Mobile App)
  • One-touch contact option
  • Super quick follow ups setting, rescheduling and adding
  • Configurable Mail Templates
  • Configurable document templates
  • Payment Tracking

How does it benefit process side?

  • User expertise wise task configuration
  • Pre-defined structure for tasks with timelines
  • Collaborative Task management
  • Automation for notifications and mandatory actions
  • One glance view of the entire process- making it easy for managing
  • Custom Reports – build them the way you want!

600+ businesses globally are basking under the well-organized workflow and automation in their day to day tasks with Maple CRM. Results? Impressive rise in Productivity and Sales!

Contact us TODAY to have a free demo of the software!

www.maplecrm.com | info@maplecrm.com | +91 861 864 6767

Smart & Flexible is the key to the Future CRM!

Posted on by maplespeaker

“One size fits all“. Does this phrase hold good when it comes to business and software applications?

Many CRM systems are built to fit varied industries and business sectors. In the early days, having any CRM would mean that you have multiple options that you can use as your CRM would comprise of everything to anything and that’s why you had to pay a hefty price for the same. Hence, the one size fits all approach was acceptable.

Over the years, CRM solutions have evolved to offer many features that can work on a customized approach to fit into any business. The focus has changed to a flexible mode that that can be opted as needed. It comes down to the features and functions that any business wants to priortize and the costing varies based on what has been chosen rather than everything.

The current demand is that CRM has to respond in a different way to every individual in the organization. That would mean virtually every individual interacting with an organization’s CRM system needs a view of that system that is uniquely personal. So in fact, it becomes contrary of the one-size-fits-all system. Instead of being a huge system offering everything to everyone, it should be a system that simply returns whatever information, in whatever form, to whatever interface, an individual needs – whenever it’s asked to.

The future CRM demands to have a personal view which should present the information I need, remind me in the way how I want it to be reminded and the CRM should definitely be smart enough to deliver my personalized experience in a device – appropriate manner.

And ‘Smart” is the real key here. Moving forward, market is looking for the CRM systems that can truly deliver value to users and customers, CRM systems that are smarter, dynamically personalized for each individual’s needs, and capable of helping us handle the more complex challenges.

Saying that, there are a lot of CRM software choices today in the market, but consider the importance of using a system that was designed with you in mind. One that fits your business.

Top 7 ways how Customer Support System can help you

Posted on by maplespeaker

Customer Support System or in other words Help Desk software is designed to enable the staff to work more effectively. For many small to medium level organizations, the Customer Support System helps in eliminating the pesky manual process which is not only time consuming but also laborious.

While there are multiple reasons how Support System can ease up your business process, here are top 10 listed below:

1. To work more efficiently

The system enables the staff to manage their work in the most organized way reducing manual errors and increasing work efficiency.

2. Access to Information

Users will have customer related information at their tip of hands. Be it service related, ticket related or customer details, every information is accessible to the team to provide instant & better response to the customer.

3. Track Tickets

Users can easily filter out the priority tickets as well as escalated issues and work on getting closures for the same faster. System shall timely remind and lets in tracking the tickets at anytime.

4. Manage Contracts

It is not always easy to remember which contract is expiring when. The support system here helps in listing out expiring contacts and can also send emails or sms to customers letting them know about the contract expiry.

5. Quicker Response using TAT

Keep track of the time spent on each ticket. Escalations can be configured on TAT and reports can be generated to determine the time taken for every ticket.

6. Automation

Support system can do multiple things all by itself. You can simply configure the action plans and system shall take care of doing things automatically.

7. Customization

Your support system can be customized as per your need so that it can perform or work according to your business process.

 

Does Customer Support System really suit for your business?

Software Solutions are designed to make life easier. With a Support CRM, interactions are simplified and tracked, information is organized and the process is much more efficient.

 

4 Powerful ways to manage your Tasks

Posted on by maplespeaker

Enquiries to follow up, need to keep track of what is happening with each leads, have to prepare and send reports, need to keep up the productivity, newsletters to be sent to hot prospects and finally reach the targets. So much to do and less time in hand?

Well, it indeed seems to be so difficult when you start making the list of to-dos. To all the Maple CRM users, here are few effective ways that you can make use of.

Keep up with the Follow ups

Your customer enquiry supports reminder option. Add a follow up for each enquiry on a specific date and time. The system will remind you the day’s tasks on the Dashboard. It shall also notify through email about today’s activities and the pending ones. So you will never be able to miss any task.

Make sure you close each of the task once the activity is completed. If not, it will fall under the Pending tasks and you definitely do not want your manager to see that, Right?

Flexible Views

Configure your View Settings as per the way how you would like to see. Make different views for Hot or Cold cases. That way it will be easy for you to directly jump into those set of enquiries and work on them. Also, configure your enquiries view as per the stages you have accomplished. Keep an easy tab on where each of your enquiries stand today.

Send instant Emails

Draft your newsletter template and save it for multiple usage. Choose the type of segment to whom you want to target your emails, select the template and shoot the email. You can easily keep a note on which all enquiries the emails have been sent.

Status Reports in seconds

Well, in seconds? You got it right. Do not waste time in downloading customized reports for last updated customer enquiries. We have your daily and weekly status report ready for you. Go to Report Templates and choose Account Updates Report. Download your report by selecting the date range and there it is.

Additionally, you also have an option to share the report to your manager directly from the Report Templates. Now sending the report is also easy.

Want to explore more options with Maple CRM? Write an email to support@maplecrm.com and our team shall guide you through it.

Looking for subscribing to Maple CRM? Please write to us info@maplecrm.com or visit www.maplecrm.com

Connect to your customers using Maple CRM Software

Posted on by maplespeaker

Maple CRM Software helps you to centralize all your prospects and lead conversations so that nothing goes missed out and it is available for easy search. The automated CRM solution lets you easily organize, prioritize and engage with your customers. It also helps to connect to customers in a better way increasing the overall customer satisfaction and ensuring that your customers are getting accurate and timely response.

The automated lead generation tools let you get connected to your leads through various ways in an efficient manner. It offers Web Integration where your website or any web page is integrated with the CRM system and leads are captured in your CRM with all the information and further allocating it to your executives for quick process.

SMS Integration works in different ways where inbound and outbound customization process can be set and your CRM can work just the way you want through a simple SMS. SMS Integration is most of the times helpful for executives who are on the field and when they need an access to the CRM system for updating their customer interaction details.

Email Integration, Zipdial Integration are further more options which are available for generating leads automatically and processing them into the CRM system through phone calls or email capturing.

Integrations like such lets you have a comprehensive system along with your CRM resulting in you and your business having an efficient and smooth work flow.

To learn more about Maple CRM, visit www.maplecrm.com.

About Maple CRM:

Maple CRM is an on-demand CRM software solution which focuses on both Sales & marketing as well as customer support. Maple CRM helps in maximizing the sales opportunities by speeding up the sales cycle and providing better sales process and also to improve the customer support process aiming to give better customer satisfaction.

Sales and Lead Management with CRM Software Solution

Posted on by maplespeaker

Its very clear that many companies use technology to manage and nurture their sales leads. Salesforce.com, Zoho, InfusionSoft and services like such are in the business market to help you to manage your leads. However, it is also true that most of the companies still use pencil, paper and excel sheets to do this. Definitely these companies are not being productive as they can be and more likely may be loosing potential customers. I would to title it as a big mistake as none of these methods work well for better sales management.

An automated system can qualify and create the leads and further the sales system for tracking and processing will help tremendously. Sales Management Software ensures that your sales leads are followed up, pipelines are being managed and goals are being met. Regardless of the size of your sales team, a good CRM tool will pay of the results in profits.

Firstly, it is a wise idea to understand that CRM is an important tool for the business and not just an application that should be used by your executives when they find time. It must become a part of the day to day business process. CRM software should be used as a mandatory process as it offers flexibility and is very informative and resourceful.

With Maple CRM, we continuosly look ways to provide an efficient tool that eases the work process. In fact, we do a lot of customization based on the real time analysis of our customer requirements. Effective functional features would defintely increase the usage benefits.

Your sales people should be provided with the right tools for their operations. Email marketing, to-do lists, contacts manager etc. are all the tools that sales team find very useful. This way, by giving more useful tools they are likely to use the CRM tool on a necessity basis thus enabling them let CRM be the part of their business life.

Make a note that speed is one of the important strategy when dealing with sales leads. Research shows that calling new leads in less than one minute can increase conversion rates.

If all the business functions and activities are recorded, assigned and managed at one place then your CRM Software will be a valuable resource. You will also have to make sure everything comes in and goes out through the CRM system only. The better you plan and execute the CRM process flow, the greater your chance of success.

 

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